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Defiance launches Europe's first Photonics UCITS ETF, targeting photonics tech firms amid AI-driven data demand.

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10 Jul 2026
Defiance Etfs
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Defiance ETFs has introduced the Defiance Photonics UCITS ETF (PHOT), the first European ETF focused on photonics technology companies involved in developing, manufacturing, and commercializing optical hardware that uses light for data processing. This launch taps into the growing demand for faster, energy-efficient data transmission driven by AI and cloud computing, as photonics offers advantages over traditional electrical connections in data centers. The ETF is listed on the London Stock Exchange and Borsa Italiana, with plans for Xetra listing, and expands Defiance's European UCITS ETF lineup, which now manages $162.57 million. This product provides investors targeted exposure to the photonics value chain, including optical components, photonic semiconductors, and manufacturing infrastructure, positioning it as a key investment in the evolving tech infrastructure landscape.

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