← 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	RC Riposte Capital New York	$31.2M	+$25.5M	4	6.75%	New
302	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$30.8M	-$48.5M	5	0.02%	Reduced
303	Vontobel Holding Zurich, Switzerland	$30.3M	+$18.6M	6	0.1%	Increased
304	PCM Portolan Capital Management Boston, Massachusetts	$30.3M	-$20.3M	4	1.62%	Reduced
305	STP Science & Technology Partners New York	$29.4M	+$12.4M	2	8.18%	Increased
306	BC BIT Capital Berlin, Germany	$29.1M	+$22.7M	2	1.07%	New
307	Fort Washington Investment Advisors Cincinnati, Ohio	$29M	-$11.9M	1	0.15%	Reduced
308	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$29M	+$18.9M	4	0.07%	Increased
309	Zevenbergen Capital Investments Edmonds, Washington	$28.1M	+$16.5M	1	0.62%	Increased
310	STRS Ohio Columbus, Ohio	$28.1M	-$42.5M	5	0.1%	Reduced
311	Sterling Capital Management Charlotte, North Carolina	$28M	-$16.5M	8	0.46%	Reduced
312	CS Central Securities New York	$27.7M	-$7.48M	1	2.23%	Reduced
313	ECP Elemental Capital Partners San Francisco, California	$27.7M	+$8.77M	1	14.71%	Increased
314	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$27.4M	-$12.2K	4	0.47%	Reduced
315	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$27.3M	+$25.3M	3	0.09%	New
316	Walleye Trading New York	$27.2M	+$16M	6	0.04%	Increased
317	Credit Agricole Montrouge Cedex, France	$27.1M	+$2.08M	5	0.06%	Increased
318	PCM Polymer Capital Management New York	$27M	-$13.6M	6	2.83%	Reduced
319	MLCM M & L Capital Management London, United Kingdom	$26.9M	+$19.4M	3	5.61%	Increased
320	Natixis Paris, France	$26.9M	+$7.85M	3	0.1%	Increased
321	Robeco Institutional Asset Management Rotterdam, Netherlands	$26.8M	+$8.69M	4	0.04%	Increased
322	GGHC Gilder Gagnon Howe & Co New York	$26.7M	+$12.4M	3	0.28%	Increased
323	TSAM Trinity Street Asset Management London, United Kingdom	$26.6M	+$21.5M	1	1.67%	New
324	VAM VMS Asset Management Hong Kong,	$26.4M	+$22.6M	3	10.16%	New
325	Aviva London, United Kingdom	$26.3M	+$24.6M	2	0.04%	Increased