← 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	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$3.66M	$0	2	0.03%	Maintained
302	Walleye Trading New York	$3.62M	-$553K	4	0.02%	Reduced
303	NM Newtyn Management New York	$3.56M	$0	1	0.86%	Maintained
304	HSBC Holdings London, United Kingdom	$3.54M	-$301K	6	0.01%	Reduced
305	Parallax Volatility Advisers San Francisco, California	$3.53M	+$2.36M	3	0%	Increased
306	Marshall Wace North America New York	$3.52M	-$661K	3	0.02%	Reduced
307	Hillsdale Investment Management Toronto, Ontario, Canada	$3.52M	+$179K	4	0.35%	Increased
308	MLL Moody Lynn & Lieberson Boston, Massachusetts	$3.44M	-$1.58K	1	0.34%	Reduced
309	WC Wexford Capital West Palm Beach, Florida	$3.39M	+$3.74M	1	0.91%	New
310	State of Alaska Department of Revenue Juneau, Alaska	$3.38M	+$9.52K	5	0.04%	Increased
311	CAM ClariVest Asset Management San Diego, California	$3.38M	-$486K	2	0.11%	Reduced
312	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.32M	-$866K	1	2.48%	Reduced
313	Quadrature Capital London, United Kingdom	$3.32M	-$745K	2	0.19%	Reduced
314	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.29M	+$169K	4	0.02%	Increased
315	KBC Group Brussels, Belgium	$3.29M	+$3.23M	1	0.02%	Increased
316	MAM Marketfield Asset Management New York	$3.28M	-$3.31K	1	2.29%	Reduced
317	Truist Financial Charlotte, North Carolina	$3.27M	-$1.75M	5	0.01%	Reduced
318	Baird Financial Group Milwaukee, Wisconsin	$3.27M	+$608K	3	0.01%	Increased
319	Crossmark Global Holdings Houston, Texas	$3.26M	-$21.2K	5	0.09%	Reduced
320	DCM Dupont Capital Management Wilmington, Delaware	$3.25M	-$702K	4	0.07%	Reduced
321	IA Icon Advisers Greenwood Village, Colorado	$3.24M	+$824K	1	0.64%	Increased
322	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.22M	-$562K	3	0.15%	Reduced
323	Man Group London, United Kingdom	$3.21M	-$673K	3	0.01%	Reduced
324	WPC White Pine Capital Bloomington, Minnesota	$3.19M	-$237K	4	1.3%	Reduced
325	ZDA Zweig-DiMenna Associates New York	$3.15M	+$642K	1	0.21%	Increased