Defiance ETFs launches Europe’s first photonics ETF targeting demand for high-speed AI connectivity

  • Defiance has expanded its European ETF range with the launch of Defiance Photonics UCITS ETF (ticker: PHOT).
  • The ETF aims to provide exposure to companies developing, manufacturing, and commercialising photonic technologies, the optical hardware that generates, moves, and processes data using light rather than electricity.
  • This is Defiance’s 5th launch since entering the European UCITS ETF market earlier this year. In that time, it has accumulated $162.57 million in assets under management (AUM) across its product range. 
  • The ETF is listed on the London Stock Exchange and Borsa Italiana, with Xetra to follow.

When you invest in ETFs your capital is at risk.

July 2026, London

HANetf, Europe’s first and leading white-label UCITS ETF and ETC platform,[1] is delighted to announce the launch of Defiance Photonics UCITS ETF (ticker: PHOT).

The ETF aims to provide exposure to companies developing, manufacturing, and commercialising photonic technologies, the optical hardware that generates, moves, and processes data using light rather than electricity.

Defiance Photonics UCITS ETF
ISIN: IE000W1S2PT6
TER: 0.69%

Exchange

Bloomberg Ticker

SEDOL

Trading Currency

LSE

PHOT LN

BQS89K8

USD

LSE

PH0T LN

BQS8NP3

GBP

Borsa Italiana

PHOT IM

BN6MZN8

EUR

 

The AI capex buildout is becoming one of the largest corporate investment cycles in history. JP Morgan has estimated that global AI and data-centre infrastructure spending could reach more than $5 trillion through 2030, with that spending reshaping demand across the technology supply chain, from power and cooling to memory and advanced networking.[2]

Photonics is emerging as another key part of this infrastructure story. Photonics is the use of light to generate, transmit, and process information.

In data centres, this means replacing or complementing electrical connections with optical technologies that can move data between chips, servers, and racks at much higher speeds and with lower energy loss.[3]

AI systems require huge amounts of data to move continuously between processors, memory, and networking equipment. As AI clusters become larger, and as inference workloads scale, data movement is becoming a critical bottleneck in terms of bandwidth, latency, power consumption and heat.

Optical interconnects can move more data over longer distances than copper, while using less power per bit transmitted.[4]

The opportunity also extends beyond AI. Photonic technologies are increasingly important for cloud data centres, high-performance computing, telecom networks, and next-generation connectivity. As the digital economy requires faster, denser and more energy-efficient data movement, photonics is becoming a critical enabling layer of the modern technology stack.

Defiance Photonics UCITS ETF provides targeted exposure across the photonics value chain, including:

  • ·       Optical components and light sources
  • ·       Photonic semiconductors and interconnect chips
  • ·       Optical systems and networking
  • ·       Photonic foundries and manufacturing infrastructure
  • ·       Enabling materials

These areas include technologies such as lasers, transceivers, fibre arrays, connectors, photonic integrated circuits, optical interposers, modulators, and other components used in modern optical connectivity.

This is Defiance’s 5th launch since entering the European UCITS ETF market earlier this year. In that time, it has accumulated $162.57 million in assets under management (AUM) across its product range (listed below).[5]

 

Defiance UCITS ETF Range

Ticker

Defiance AI & Power Infrastructure UCITS ETF

AIPO

Defiance Photonics UCITS ETF

PHOT

Defiance Memory UCITS ETF

DRAM

Defiance Drone UCITS ETF

DRON

Defiance Ukraine Reconstruction UCITS ETF

UKRN

Risks

  • Companies in this sector may be affected, among other things, by emerging technologies and product obsolescence, dependence on IP rights and the risk of infringement or loss of rights. The sector may be sensitive to changes in global information technology spending, as well as disruptions to supply chains or other operational disruptions.
  • Thematic ETFs are exposed to a limited number of sectors and thus the investment will be concentrated and may experience high volatility.
  • Investors’ capital is fully at risk and may not get back the amount originally invested.
  • Exchange rates can have a positive or negative effect on returns.
  • The value of equities and equity-related securities can be affected by daily stock and currency market movements.
  • Please note this is not an exhaustive list of risks. Other risks may apply.
  • Further risks are disclosed in the KIID and Prospectus.

Sylvia Jablonski, CIO of Defiance ETFs, commented:

« Defiance is excited to bring Europe’s first photonics ETF to market. AI is generating more data than electrical connections can efficiently move, and photonics, the use of light to transmit and process information, is emerging as the answer. We built PHOT to give investors focused, transparent exposure to the companies across the photonics value chain, rather than a thin slice buried inside a broad tech basket. »

Hector McNeil, Co-Founder and Co-CEO of HANetf, commented:

“We are delighted that Defiance is expanding its European range with the launch of the first photonics UCITS ETF. As AI and cloud computing continue to drive demand for faster and more efficient data movement, photonics is emerging as an increasingly important layer of the technology infrastructure stack. This launch gives European investors targeted access to companies helping to build the optical backbone needed to support the next phase of AI and digital connectivity.

About Defiance

Founded in 2018, Defiance ETFs is a leading ETF issuer specializing in thematic, income, and leveraged strategies. The firm manages 75+ ETFs designed to provide targeted exposure to high-growth sectors including AI infrastructure, quantum computing, drones and modern warfare, and other emerging technologies.

[1] As shown in the ETF Database.

[2] Data Centre Dynamics, 2025.

[3] CNBC, 2026.

[4] Forbes, 2026.

[5] HANetf; Bloomberg. Data as at 06.07.2026.

IMPORTANT INFORMATION This document is approved for professional use only.

Communications issued in the UK

The content in this document is issued by HANetf Limited (“HANetf”) and approved by Privium Fund Management (UK) Limited (“Privium”). HANetf is an appointed representative of Privium, which is authorised and regulated by the Financial Conduct Authority. The registered office of Privium is The Shard, 24th Floor, 32 London Bridge Street, London, SE1 9SG

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