← 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
276	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$1.53M	+$1.52M	1	0.51%	New
277	STRS Ohio Columbus, Ohio	$1.53M	-$8.11M	3	0.01%	Reduced
278	SCM Stevens Capital Management Radnor, Pennsylvania	$1.52M	+$1.43M	2	0.04%	New
279	Suntrust Banks Atlanta, Georgia	$1.5M	+$407K	4	0.01%	Increased
280	ACI AMP Capital Investors Sydney, Australia	$1.47M	-$3.09M	2	0.01%	Reduced
281	QIM Quantitative Investment Management Charlottesville, Virginia	$1.44M	-$7.51M	2	0.14%	Reduced
282	SM Southport Management Wilson, Wyoming	$1.44M	+$1.07M	1	1.65%	Increased
283	Raymond James & Associates St Petersburg, Florida	$1.4M	+$931K	3	0.01%	Increased
284	GC Globeflex Capital San Diego, California	$1.39M	-$2.38K	2	0.17%	Reduced
285	RI Redwood Investments Boston, Massachusetts	$1.38M	+$88.7K	1	0.21%	Increased
286	OIMU Orbis Investment Management (US) San Francisco, California	$1.38M	+$1.28M	1	1.26%	New
287	Bank of Nova Scotia Toronto, Ontario, Canada	$1.38M	+$338K	1	0.01%	Increased
288	FAM Fortaleza Asset Management Chicago, Illinois	$1.35M	-$249K	2	0.69%	Reduced
289	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.34M	-$31.1K	1	0.04%	Reduced
290	Alpha Cubed Investments Irvine, California	$1.33M	+$1.24M	1	0.48%	New
291	CIA Capital Impact Advisors Boston, Massachusetts	$1.27M	+$1.23M	1	1.02%	New
292	MCC Malaga Cove Capital Pv Estates, California	$1.26M	+$1.26M	1	0.98%	New
293	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.25M	-$55.9K	3	0.01%	Reduced
294	MI Markston International White Plains, New York	$1.24M	-$64.6K	1	0.08%	Reduced
295	Whittier Trust South Pasadena, California	$1.24M	-$3.01K	2	0.06%	Reduced
296	Bridgeway Capital Management Houston, Texas	$1.23M	+$23.4K	1	0.04%	Increased
297	Group One Trading Chicago, Illinois	$1.22M	-$9.9M	4	0.02%	Reduced
298	WPC White Pine Capital Bloomington, Minnesota	$1.22M	-$603K	2	0.43%	Reduced
299	Advent Capital Management New York	$1.18M	-$200K	0	–	Closed
300	WC Wexford Capital West Palm Beach, Florida	$1.18M	-$668K	1	0.1%	Reduced