← 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
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$7.7M +$4.52M 3 0.39% Increased
302
SC
Shellback Capital
Massachusetts
$7.66M -$23.9M 1 0.74% Reduced
303
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$7.45M +$6.76M 3 0.01% Increased
304
SBCM
Silverberg Bernstein Capital Management
New York
$7.43M -$79.1K 1 6.92% Reduced
305
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$7.39M +$598 7 0.04% Increased
306
PP
PDT Partners
New York
$7.33M +$4.17M 2 0.52% Increased
307
SG Americas Securities
SG Americas Securities
New York
$7.17M +$3.92M 8 0.02% Increased
308
Granahan Investment Management
Granahan Investment Management
Massachusetts
$7.14M +$6.14M 3 0.36% Increased
309
FMI
F/M Investments
District of Columbia
$7.1M -$1.13M 3 0.28% Reduced
310
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$7.06M -$2.05M 6 0.02% Reduced
311
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$6.98M +$8.91M 2 0.02% Increased
312
IMC Chicago
IMC Chicago
Illinois
$6.98M +$7.67M 4 0% Increased
313
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$6.92M +$110K 4 0.04% Increased
314
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.92M +$682K 4 0.04% Increased
315
PCM
Polymer Capital Management
New York
$6.89M -$731K 2 1.78% Reduced
316
RCM
Ratan Capital Management
Florida
$6.82M -$575K 2 2.2% Reduced
317
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$6.8M -$1.34M 2 0.14% Reduced
318
Tidal Investments
Tidal Investments
Wisconsin
$6.68M -$10.6M 6 0.05% Reduced
319
DP
DDD Partners
Washington
$6.68M -$1.07M 1 0.81% Reduced
320
TGCMU
Titan Global Capital Management USA
New York
$6.67M +$8.73M 1 1.38% New
321
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$6.43M +$19.4K 4 0.1% Increased
322
Prudential plc
Prudential plc
United Kingdom
$6.3M +$7.66M 2 0.03% Increased
323
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$6.26M +$1.77M 2 0.11% Increased
324
GIPM
G2 Investment Partners Management
New York
$6.25M -$1.85M 1 2.04% Reduced
325
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.23M +$3.02M 6 0.01% Increased