
Tema Photonics & Optical ETF (the Fund) seeks to provide long-term growth.
Is LAZR's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.

Anthropic's preliminary second-quarter results reignited enthusiasm across the artificial intelligence sector, lifting semiconductor stocks 1% on Monday despite broader tech sector declines. Q2 revenue topped $11.5 billion — a 14x surge year-over-year and more than 2x last quarter's figures.

Optics are emerging as the next AI infrastructure bottleneck. These three ETFs offer diversified exposure to the photonics boom.

Photonics is emerging as a critical AI infrastructure theme. Here are two pure-play ETFs offering targeted exposure to the optical connectivity boom.

NEW YORK--(BUSINESS WIRE)--Tema ETFs (“Tema”), a leader in institutional-grade1 and actively managed exchange-traded funds, today announced that Anders Storm, former CEO of Sivers Semiconductors and currently CEO of Dirac Research, has been appointed Expert Advisor to the Tema Photonics & Optical ETF (LAZR). Launched in research partnership with SemiAnalysis, LAZR invests in global photonics and optical technology leaders and holds the largest pre-IPO position in Anthropic via an SPV of any.

Key Takeaways: AI investing is broadening beyond processors to memory and photonics, which address critical data storage and connectivity bottlenecks. Both memory and photonics ETFs offer targeted access to global leaders, but concentrated holdings can amplify both opportunity and volatility.