← 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	CMG Cavalry Management Group San Francisco, California	$3.61M	+$3.95M	1	1.43%	New
302	PP Paloma Partners Greenwich, Connecticut	$3.6M	+$1.4M	5	0.04%	Increased
303	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$3.58M	$0	2	0.47%	Maintained
304	Oppenheimer & Co New York	$3.55M	+$403K	2	0.1%	Increased
305	PIM Platinum Investment Management Sydney Australia 2000, Australia	$3.52M	-$2.45M	1	0.1%	Reduced
306	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.5M	+$393K	5	0.09%	Increased
307	MC Marcus Capital Northbrook, Illinois	$3.42M	+$116K	1	2.93%	Increased
308	Nordea Investment Management Stockholm, Sweden	$3.42M	-$6.31M	2	0.01%	Reduced
309	AI ArchPoint Investors Coral Gables, Florida	$3.41M	-$336K	1	1.09%	Reduced
310	Parallax Volatility Advisers San Francisco, California	$3.4M	+$2.85M	3	0.01%	Increased
311	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.23M	-$845K	5	0.16%	Reduced
312	United Capital Financial Advisors Irving, Texas	$3.21M	+$3.12M	1	0.03%	New
313	Great Lakes Advisors Chicago, Illinois	$3.19M	-$2.35M	1	0.08%	Reduced
314	SEC Seven Eight Capital New York	$3.19M	+$3.03M	3	0.46%	New
315	Mizuho Securities USA New York	$3.15M	+$2.98M	1	0.16%	New
316	SG Americas Securities New York	$3.14M	+$245K	4	0.03%	Increased
317	BB&T Securities Richmond, Virginia	$3.13M	+$3M	1	0.05%	New
318	CCS Crosspoint Capital Strategies Orinda, California	$3.1M	+$2.91M	1	2.71%	Increased
319	FP Foundry Partners Minneapolis, Minnesota	$3.1M	-$852K	1	0.13%	Reduced
320	TFA Toth Financial Advisory Leesburg, Virginia	$3.1M	$0	1	0.81%	Maintained
321	SC Selz Capital New York	$3.09M	-$8.76M	1	0.87%	Reduced
322	QS Investors New York	$3.04M	+$988K	5	0.03%	Increased
323	OppenheimerFunds New York	$3.02M	+$84.6K	5	0%	Increased
324	HS HighVista Strategies Boston, Massachusetts	$3M	$0	1	0.68%	Maintained
325	Point72 Asset Management Stamford, Connecticut	$3M	+$2.92M	1	0.02%	New