---
ticker: "LAZR"
name: "Tema Photonics & Optical ETF"
url: "https://etf.net/etf/LAZR"
grade: "C"
score: 41
graded_at: "2026-10-12"
category: "Quantum Computing & Photonics"
category_rank: "4 of 9"
methodology: "https://etf.net/methodology"
---

# LAZR: Tema Photonics & Optical ETF

Grade **C**, Score 41 of 100. Rank 4 of 9 in Quantum Computing & Photonics.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 22 | 7 of 9 |
| Mission | Not scored | — |
| Risk | 42 | 3 of 6 |
| Tradability | 51 | 5 of 9 |
| Holdings | 72 | 3 of 9 |
| Durability | 58 | 3 of 9 |

## Top holdings

The fund holds 26 positions. These are the largest 26, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | LITE | Lumentum Holdings Inc | 17.93% |
| 2 | ANTHROPIC SPV | Anthropic Spv Exposure | 9.25% |
| 3 | AXTI | Axt Inc | 9.16% |
| 4 | AIXA.DE | Aixtron SE | 7.60% |
| 5 | 3081.TW | Landmark Optoelectronics Corp | 6.09% |
| 6 | AAOI | Applied Optoelectronics Inc | 4.86% |
| 7 | 5801.T | Furukawa Electric Co Ltd | 4.23% |
| 8 | TSEM | Tower Semiconductor Ltd | 3.57% |
| 9 | 688498.SS | Yuanjie Semiconductor Technology Co Ltd | 3.48% |
| 10 | 6869.HK | Yangtze Optical Fibre & Cable Joint Stock Ltd Co | 3.16% |
| 11 | AEHR | Aehr Test Systems | 3.02% |
| 12 | COHR | Coherent Corp | 2.66% |
| 13 | SOI.PA | Soitec | 2.60% |
| 14 | 3105.TW | Win Semiconductors Corp | 2.54% |
| 15 | SMTC | Semtech Corp | 2.43% |
| 16 | 4971.TW | Intelliepi Inc | 2.02% |
| 17 | 2360.TW | Chroma Ate Inc | 1.97% |
| 18 | 6223.TW | Mpi Corp | 1.89% |
| 19 | IQE.L | Iqe PLC | 1.78% |
| 20 | 300502.SZ | Eoptolink Technology Inc Ltd | 1.78% |
| 21 | CIEN | Ciena Corp | 1.76% |
| 22 | 300308.SZ | Zhongji Innolight Co Ltd | 1.64% |
| 23 | — | Cash & Cash Equivalents | 1.43% |
| 24 | HIMX | Himax Technologies Inc | 1.21% |
| 25 | SIVE.ST | Sivers Semiconductors Ab | 1.13% |
| 26 | 300394.SZ | Suzhou Tfc Optical Communication Co Ltd | 0.82% |

Source: etf.net, https://etf.net/etf/LAZR. Please cite the page URL.