← 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	Profund Advisors Bethesda, Maryland	$2.52M	-$48.7K	5	0.1%	Reduced
302	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.51M	+$28.8K	1	1.68%	Increased
303	SFM Systematic Financial Management Teaneck, New Jersey	$2.5M	+$1.46M	2	0.06%	Increased
304	BCM Bayesian Capital Management Brooklyn, New York	$2.48M	-$2.31M	3	0.56%	Reduced
305	OppenheimerFunds New York	$2.47M	-$352K	5	0%	Reduced
306	CC Colrain Capital Boston, Massachusetts	$2.44M	-$389K	1	2.88%	Reduced
307	FSCM Front Street Capital Management Missoula, Montana	$2.43M	-$53.6K	1	0.94%	Reduced
308	Hancock Whitney Gulfport, Mississippi	$2.42M	+$2.32M	1	0.11%	New
309	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.33M	+$65.5K	2	0.02%	Increased
310	Baird Financial Group Milwaukee, Wisconsin	$2.33M	+$279K	2	0.02%	Increased
311	Oppenheimer & Co New York	$2.3M	+$52.6K	2	0.06%	Increased
312	Los Angeles Capital Management Los Angeles, California	$2.27M	+$216K	2	0.01%	Increased
313	FP Foundry Partners Minneapolis, Minnesota	$2.26M	-$114K	1	0.09%	Reduced
314	VF Virtu Financial New York	$2.25M	+$364K	3	0.14%	Increased
315	Boothbay Fund Management New York	$2.23M	+$1.03M	3	0.19%	Increased
316	Eaton Vance Management Boston, Massachusetts	$2.23M	+$12.9K	3	0.01%	Increased
317	BlueCrest Capital Management St Helier, Jersey	$2.22M	+$2.18M	4	0.06%	Increased
318	FMT First Mercantile Trust Cordova, Tennessee	$2.21M	+$159K	4	0.44%	Increased
319	Tudor Investment Corp Stamford, Connecticut	$2.2M	+$2.02M	2	0.08%	Increased
320	Capital Markets Trading (UK) London, United Kingdom	$2.17M	+$661K	1	0.1%	Increased
321	MF MHI Funds Woodstock, New York	$2.15M	+$2.21M	1	1.84%	Increased
322	US Bancorp Minneapolis, Minnesota	$2.13M	-$72.8K	7	0.01%	Reduced
323	TCM Tegean Capital Management New York	$2.12M	+$2.03M	1	1.1%	New
324	SWM Segment Wealth Management Houston, Texas	$2.09M	$0	1	0.49%	Maintained
325	DTL Dynamic Technology Lab Singapore	$2.08M	-$1.8M	2	0.31%	Reduced