← 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	DCM Divisar Capital Management San Francisco, California	$4.91M	+$4.95M	1	3.53%	New
227	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$4.88M	-$98.2K	1	3.23%	Reduced
228	1832 Asset Management Toronto, Ontario, Canada	$4.87M	-$19.7M	2	0.01%	Reduced
229	DBG De Burlo Group Boston, Massachusetts	$4.8M	-$41.5K	1	1.17%	Reduced
230	Bridgeway Capital Management Houston, Texas	$4.79M	-$534K	2	0.06%	Reduced
231	IIA IPG Investment Advisors San Diego, California	$4.67M	+$4.58M	1	1.9%	New
232	Jane Street New York	$4.63M	+$3.51M	3	0.02%	Increased
233	FP Foundry Partners Minneapolis, Minnesota	$4.63M	+$4.09M	1	0.2%	Increased
234	Fisher Asset Management Camas, Washington	$4.54M	-$501K	3	0.01%	Reduced
235	HHC Hutchin Hill Capital New York	$4.51M	+$793K	1	0.16%	Increased
236	KIP Kayak Investment Partners San Francisco, California	$4.51M	+$4.64M	1	2.55%	New
237	MPM Meritage Portfolio Management Overland Park, Kansas	$4.5M	-$47.2K	1	0.49%	Reduced
238	CC Colrain Capital Boston, Massachusetts	$4.5M	-$88.5K	2	0.94%	Reduced
239	Segall Bryant & Hamill Chicago, Illinois	$4.46M	+$4.5M	1	0.11%	New
240	Bank of Nova Scotia Toronto, Ontario, Canada	$4.42M	+$4.8M	2	0.02%	New
241	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.39M	-$738K	1	0.04%	Reduced
242	BlackRock New York	$4.38M	-$1.18M	8	0.01%	Reduced
243	AIS AlphaOne Investment Services West Chester, Pennsylvania	$4.38M	+$1.67M	1	1.21%	Increased
244	Bahl & Gaynor Cincinnati, Ohio	$4.35M	+$117K	1	0.05%	Increased
245	HAM Harber Asset Management Asheville, North Carolina	$4.29M	+$3.84M	1	1.88%	New
246	Stifel Financial St. Louis, Missouri	$4.27M	+$82.9K	5	0.02%	Increased
247	MHP Manatuck Hill Partners Westport, Connecticut	$4.25M	-$3.3M	1	2.08%	Reduced
248	GPCM Greenbrier Partners Capital Management Dallas, Texas	$4.25M	$0	1	1.07%	Maintained
249	Numeric Investors Boston, Massachusetts	$4.24M	+$1.3M	1	0.04%	Increased
250	JGUA John G. Ullman & Associates Corning, New York	$4.24M	-$51.6K	2	0.89%	Reduced