← 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	FA FDx Advisors Chicago, Illinois	$1.73M	+$1.04M	2	0.14%	Increased
302	Lockheed Martin Investment Management Bethesda, Maryland	$1.73M	-$2.63M	1	0.09%	Reduced
303	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.7M	-$364K	1	0.01%	Reduced
304	GL GLG LLC New York	$1.63M	+$1.69M	1	0.05%	New
305	Eaton Vance Management Boston, Massachusetts	$1.63M	-$30.5K	2	0%	Reduced
306	Bridgeway Capital Management Houston, Texas	$1.62M	+$225K	1	0.05%	Increased
307	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.6M	-$17.2K	3	0.01%	Reduced
308	SGH Schonfeld Group Holdings Jericho, New York	$1.53M	+$729K	2	0.38%	Increased
309	FMA FNY Managed Accounts New York	$1.5M	+$1.54M	1	3.99%	New
310	Macquarie Group Sydney, NSW 2000, Australia	$1.49M	-$318K	2	0%	Reduced
311	Gateway Investment Advisers Cincinnati, Ohio	$1.48M	$0	1	0.01%	Maintained
312	WIC Woodmont Investment Counsel Nashville, Tennessee	$1.48M	+$1.12M	1	0.43%	New
313	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.48M	+$257K	2	0.04%	Increased
314	DCM Dialectic Capital Management Norwalk, Connecticut	$1.41M	+$1.2M	2	0.47%	New
315	Walleye Trading New York	$1.4M	+$1.1M	3	0.02%	Increased
316	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.4M	-$15.5K	3	0.07%	Reduced
317	DCM Dynamic Capital Management St. Helier, Jersey	$1.38M	+$1.44M	3	0.45%	New
318	Parallax Volatility Advisers San Francisco, California	$1.38M	+$1.36M	5	0.01%	Increased
319	SM Southport Management Wilson, Wyoming	$1.36M	$0	1	1.5%	Maintained
320	Paradigm Capital Management Inc Albany, New York	$1.36M	+$782K	2	0.1%	Increased
321	LPL Financial San Diego, California	$1.36M	-$2.44M	2	0.01%	Reduced
322	PCM Portolan Capital Management Boston, Massachusetts	$1.35M	+$1.02M	1	0.31%	New
323	HCS Harvest Capital Strategies San Francisco, California	$1.32M	-$106K	1	0.1%	Reduced
324	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$1.31M	+$1.14M	1	0.63%	Increased
325	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.3M	+$1.35M	1	0.52%	New