← 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
301	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$745K	+$752K	1	0%	New
302	SG Americas Securities New York	$738K	+$675K	3	0%	New
303	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$706K	+$709K	2	0.14%	New
304	LIM Leavell Investment Management Mobile, Alabama	$704K	+$633K	1	0.13%	New
305	Nordea Investment Management Stockholm, Sweden	$686K	+$588K	1	0%	New
306	Raymond James Financial Services Advisors St. Petersburg, Florida	$669K	+$630K	1	0.02%	New
307	Douglas C. Lane & Associates New York	$668K	+$629K	1	0.03%	New
308	FAM Fortaleza Asset Management Chicago, Illinois	$659K	+$565K	1	0.38%	New
309	LCM Leonard Capital Management Vero Beach, Florida	$654K	+$546K	1	0.25%	New
310	Bank of Nova Scotia Toronto, Ontario, Canada	$653K	+$615K	1	0%	New
311	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$639K	+$548K	1	0.11%	New
312	Canada Life Winnipeg, Manitoba, Canada	$634K	+$545K	2	0%	New
313	EMG Ellington Management Group Old Greenwich, Connecticut	$633K	+$557K	2	0.12%	New
314	LOM Loeb Offshore Management New York	$632K	+$595K	1	0.32%	New
315	EVC Eidelman Virant Capital Saint Louis, Missouri	$621K	+$519K	1	0.37%	New
316	PCMI Princeton Capital Management Inc Princeton, New Jersey	$617K	+$456K	1	0.59%	New
317	SIC Schwartz Investment Counsel Plymouth, Michigan	$616K	+$553K	1	0.06%	New
318	US Bancorp Minneapolis, Minnesota	$600K	+$549K	4	0%	New
319	DCM Dupont Capital Management Wilmington, Delaware	$580K	+$546K	1	0.01%	New
320	Jefferies Group New York	$580K	+$524K	2	0.01%	New
321	D.A. Davidson & Co Great Falls, Montana	$563K	+$516K	4	0.03%	New
322	GPC Glacier Peak Capital Bellevue, Washington	$560K	+$527K	1	0.57%	New
323	OA OFI Advisors Philadelphia, Pennsylvania	$542K	+$500K	4	0.06%	New
324	SAM Securian Asset Management St Paul, Minnesota	$513K	+$449K	2	0.02%	New
325	BUB BBVA USA Bancshares Houston, Texas	$500K	+$450K	1	0.03%	New