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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Coherent COHR $51.9B	1,108	+204	+23%	$41.7B
2	2 Lumentum LITE $81.2B	1,089	+332	+44%	$54.1B
3	3 Ciena CIEN $51B	1,084	+230	+27%	$51.8B
4	4 Credo Technology Group CRDO $33.7B	715	-39	-5%	$12.9B
5	5 Nokia NOK $52.6B	622	+78	+14%	$8.63B
6	6 MACOM Technology Solutions MTSI $22.2B	516	+55	+12%	$16.4B
7	7 Applied Optoelectronics AAOI $7.32B	376	+157	+72%	$4.49B
8	8 Adtran ADTN $541M	228	+15	+7%	$989M
9	9 Lightwave Logic LWLG $626M	134	+15	+13%	$294M
10	10 POET Technologies POET $1.01B	107	+14	+15%	$97.7M
11	11 Fabric.AI Inc FABC $14.8M	18	0	0%	$343K
12	12 DELISTED Infinera Corporation Common Stock INFN	1	0	0%	$130
13	13 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–
14	14 Tuttle Capital Pure Play Photonics ETF FOTO $113M	–	–	–	–
15	15 Tema Photonics & Optical ETF LAZR $18.2M	–	–	–	–
16	16 KraneShares Photonic and Optical ETF LUMA $2.32M	–	–	–	–
17	17 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
18	NPTN 18 DELISTED NEOPHOTONICS CORP NPTN	–	–	–	–
19	PHOX 19 Aura AI Photonics ETF PHOX	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–