← All themes Semiconductors

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	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Old Mission Capital Chicago, Illinois	$6.65M	+$3.98M	1	0.64%	Increased
227	HCMT Highland Capital Management (Texas) Dallas, Texas	$6.64M	-$816K	1	0.29%	Reduced
228	Tocqueville Asset Management New York	$6.63M	+$7.19M	1	0.09%	New
229	Bridgeway Capital Management Houston, Texas	$6.6M	-$1.35M	2	0.11%	Reduced
230	State of Wisconsin Investment Board Madison, Wisconsin	$6.58M	-$35.1K	2	0.03%	Reduced
231	CCM Coe Capital Management Highland Park, Illinois	$6.56M	+$3.58M	1	2.1%	Increased
232	DekaBank Deutsche Girozentrale Frankfurt, Germany	$6.49M	+$6.39M	1	0.08%	New
233	Amundi Asset Management US Boston, Massachusetts	$6.45M	+$5.77M	1	0.02%	New
234	Aperio Group Sausalito, California	$6.45M	-$2.54M	4	0.06%	Reduced
235	Scout Investments Kansas City, Missouri	$6.31M	-$317K	2	0.17%	Reduced
236	SEI Investments Oaks, Pennsylvania	$6.22M	+$634K	6	0.04%	Increased
237	ARM Adirondack Research & Management Guilderland, New York	$6.16M	-$1.72M	1	2.23%	Reduced
238	BPIM Brant Point Investment Management New York	$6.12M	+$2.5M	2	0.63%	Increased
239	Stifel Financial St. Louis, Missouri	$6.03M	-$1.17M	3	0.03%	Reduced
240	BA Boston Advisors Boston, Massachusetts	$5.98M	-$1.58M	1	0.15%	Reduced
241	SCM SG Capital Management Chicago, Illinois	$5.89M	+$5.39M	1	1.65%	New
242	QS Investors New York	$5.88M	-$1.07K	3	0.06%	Reduced
243	Capital Fund Management (CFM) Paris, France	$5.82M	-$11.8M	2	0.06%	Reduced
244	SIM Spark Investment Management New York	$5.72M	+$1.66M	4	0.58%	Increased
245	CAM Capstone Asset Management Houston, Texas	$5.68M	+$1.35M	5	0.16%	Increased
246	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$5.48M	+$688K	4	0.04%	Increased
247	GIP Granite Investment Partners El Segundo, California	$5.39M	+$4.93M	1	0.49%	New
248	Raymond James & Associates St Petersburg, Florida	$5.32M	+$2.87M	4	0.02%	Increased
249	WSA Wall Street Associates Lajolla, California	$5.24M	-$2.16M	2	2.17%	Reduced
250	BNP Paribas Financial Markets Paris, France	$5.2M	-$1.01M	6	0.02%	Reduced