← 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	WBC Westpac Banking Corp Sydney, Australia	$5.61M	-$554K	1	0.09%	Reduced
277	Oppenheimer Asset Management New York	$5.54M	-$173K	2	0.1%	Reduced
278	KA Kovack Advisors Ft. Lauderdale, Florida	$5.52M	-$1.29M	4	0.81%	Reduced
279	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.44M	+$1.53M	5	0.16%	Increased
280	AGAM Avalon Global Asset Management San Francisco, California	$5.44M	-$274K	1	2.49%	Reduced
281	Allianz Asset Management Munich, Germany	$5.4M	-$8.34M	2	0.01%	Reduced
282	RHJA Rice Hall James & Associates San Diego, California	$5.32M	-$3.12M	3	0.31%	Reduced
283	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.31M	+$3.66M	2	0.02%	Increased
284	FHCM Force Hill Capital Management New York	$5.28M	-$11.8M	1	1.93%	Reduced
285	FG Formula Growth Montreal, Quebec, Canada	$5.2M	-$683K	1	1.48%	Reduced
286	Whittier Trust South Pasadena, California	$5.19M	-$1.73K	5	0.11%	Reduced
287	Aquatic Capital Management Chicago, Illinois	$5.08M	+$6.12M	5	0.5%	Increased
288	E. Ohman J:or Asset Management Stockholm, Sweden	$5.04M	-$20.3M	1	0.23%	Reduced
289	Boothbay Fund Management New York	$5.01M	-$851K	6	0.13%	Reduced
290	JCM Janney Capital Management Pittsburgh, Pennsylvania	$4.93M	-$80.4K	2	0.4%	Reduced
291	State of Tennessee, Department of Treasury Nashville, Tennessee	$4.88M	-$4.97M	3	0.02%	Reduced
292	First Manhattan New York	$4.88M	-$811K	5	0.02%	Reduced
293	BNP Paribas Financial Markets Paris, France	$4.68M	-$17.2M	3	0.01%	Reduced
294	First Eagle Investment Management New York	$4.66M	-$2.32M	4	0.01%	Reduced
295	DA Duality Advisers Miami, Florida	$4.66M	+$5.8M	2	0.51%	Increased
296	Federated Hermes Pittsburgh, Pennsylvania	$4.63M	-$5.99M	7	0.01%	Reduced
297	MAP Moody Aldrich Partners Marblehead, Massachusetts	$4.63M	-$2.04M	1	0.95%	Reduced
298	Lido Advisors Los Angeles, California	$4.63M	+$476K	2	0.06%	Increased
299	HJIM Henry James International Management New York	$4.57M	+$643K	1	2.55%	Increased
300	PFM Parsec Financial Management Asheville, North Carolina	$4.54M	-$350K	1	0.23%	Reduced