← 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	EI EAM Investors Solana Beach, California	$2.54M	-$1.84M	1	0.45%	Reduced
302	FP Foundry Partners Minneapolis, Minnesota	$2.5M	-$1.51M	1	0.1%	Reduced
303	WPC White Pine Capital Bloomington, Minnesota	$2.5M	-$338K	4	0.91%	Reduced
304	Profund Advisors Bethesda, Maryland	$2.49M	+$110K	4	0.1%	Increased
305	HHC Hutchin Hill Capital New York	$2.48M	+$949K	1	0.69%	Increased
306	MHP Manatuck Hill Partners Westport, Connecticut	$2.44M	$0	1	1.28%	Maintained
307	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.44M	+$177K	8	0%	Increased
308	Assenagon Asset Management Senningerberg, Luxembourg	$2.39M	+$2.74M	1	0.02%	New
309	AMG National Trust Bank Greenwood Village, Colorado	$2.35M	+$260K	1	0.15%	Increased
310	GL GLG LLC New York	$2.34M	+$94.4K	1	0.17%	Increased
311	MCC Malaga Cove Capital Pv Estates, California	$2.32M	+$134K	1	1.3%	Increased
312	FIM Freedom Investment Management Hartford, Connecticut	$2.31M	-$48.3K	5	0.12%	Reduced
313	Trexquant Investment Stamford, Connecticut	$2.29M	+$2.47M	4	0.25%	Increased
314	VF Virtu Financial New York	$2.29M	+$1.23M	6	0.12%	Increased
315	First Manhattan New York	$2.28M	+$1.27M	3	0.01%	Increased
316	SAM Symphony Asset Management San Francisco, California	$2.21M	-$1.12M	2	0.22%	Reduced
317	Oppenheimer & Co New York	$2.2M	-$588K	2	0.06%	Reduced
318	JCM Jafra Capital Management New York	$2.2M	-$6.29M	1	0.62%	Reduced
319	PAM Premier Asset Management Chicago, Illinois	$2.16M	+$2.46M	1	0.48%	New
320	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.15M	-$242K	1	0.15%	Reduced
321	ProShare Advisors Bethesda, Maryland	$2.13M	+$1.09M	4	0.01%	Increased
322	HCM Horrell Capital Management Little Rock, Arkansas	$2.12M	+$2.32M	2	1.11%	Increased
323	RHJA Rice Hall James & Associates San Diego, California	$2.1M	-$40.5K	1	0.08%	Reduced
324	Wolverine Trading Chicago, Illinois	$2.1M	+$413K	6	0.01%	Increased
325	PIM Platinum Investment Management Sydney Australia 2000, Australia	$2.09M	$0	1	0.06%	Maintained