← 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	HSBC Holdings London, United Kingdom	$5.69M	+$1.29M	6	0.01%	Increased
302	Qube Research & Technologies (QRT) London, United Kingdom	$5.63M	+$3.76M	3	0.06%	Increased
303	Truist Financial Charlotte, North Carolina	$5.49M	+$467K	5	0.01%	Increased
304	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.36M	-$6.77M	2	0.02%	Reduced
305	FCA FinTrust Capital Advisors Greenville, South Carolina	$5.34M	-$109K	3	1.4%	Reduced
306	Treasurer of the State of North Carolina Raleigh, North Carolina	$5.32M	-$274K	2	0.03%	Reduced
307	Cowen and Company New York	$5.32M	+$4.82M	1	0.28%	New
308	Man Group London, United Kingdom	$5.26M	+$33K	2	0.02%	Increased
309	IA Icon Advisers Greenwood Village, Colorado	$5.15M	$0	1	0.84%	Maintained
310	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.13M	+$1.68M	3	0.03%	Increased
311	Janney Montgomery Scott Philadelphia, Pennsylvania	$5.08M	+$82K	3	0.02%	Increased
312	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$5.01M	+$4.54M	1	1.8%	New
313	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.86M	+$12.1K	4	0.02%	Increased
314	SCM Segantii Capital Management Hong Kong	$4.85M	-$42.5M	2	0.14%	Reduced
315	QS Investors New York	$4.74M	+$521K	5	0.06%	Increased
316	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.7M	+$749K	3	0.16%	Increased
317	Prudential Financial Newark, New Jersey	$4.68M	-$6.24M	7	0.01%	Reduced
318	ARGA Investment Management Stamford, Connecticut	$4.65M	+$4.51M	1	0.37%	New
319	Profund Advisors Bethesda, Maryland	$4.65M	-$121K	4	0.16%	Reduced
320	FIM Freedom Investment Management Hartford, Connecticut	$4.64M	+$538K	2	0.35%	Increased
321	NIG NFJ Investment Group Dallas, Texas	$4.63M	-$2.77M	1	0.09%	Reduced
322	SEC Seven Eight Capital New York	$4.63M	+$2.68M	2	0.65%	Increased
323	MCM Maytus Capital Management New York	$4.52M	+$1.69M	1	1.44%	Increased
324	Crossmark Global Holdings Houston, Texas	$4.47M	-$131K	4	0.11%	Reduced
325	Nomura Holdings Tokyo, Japan	$4.47M	-$4.28M	4	0.01%	Reduced