← 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
351	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.58M	-$60.2K	1	0.01%	Reduced
352	GCP GSA Capital Partners London, United Kingdom	$1.57M	-$2.19M	2	0.08%	Reduced
353	Profund Advisors Bethesda, Maryland	$1.56M	+$587K	3	0.07%	Increased
354	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.56M	+$122K	4	0.05%	Increased
355	OppenheimerFunds New York	$1.55M	+$1.48M	4	0%	New
356	Nomura Holdings Tokyo, Japan	$1.5M	+$148K	4	0%	Increased
357	ETrade Capital Management Arlington, Virginia	$1.46M	+$906K	2	0.09%	Increased
358	FQ First Quadrant Glendale, California	$1.45M	$0	1	0.03%	Maintained
359	IA Icon Advisers Greenwood Village, Colorado	$1.43M	+$1.21M	1	0.1%	New
360	SPM Symmetry Peak Management Radnor, Pennsylvania	$1.41M	+$1.2M	1	0.17%	New
361	Nuveen Charlotte, North Carolina	$1.38M	+$187K	2	0.01%	Increased
362	WAM World Asset Management Detroit, Michigan	$1.38M	+$33.3K	1	0.05%	Increased
363	Numeric Investors Boston, Massachusetts	$1.35M	-$581K	3	0.01%	Reduced
364	Bank of Nova Scotia Toronto, Ontario, Canada	$1.33M	-$282K	1	0.01%	Reduced
365	CIC Chase Investment Counsel Charlottesville, Virginia	$1.28M	-$75.6K	1	0.51%	Reduced
366	AIM Ada Investment Management New York	$1.26M	+$388K	2	0.85%	Increased
367	KBC Group Brussels, Belgium	$1.26M	+$1.38M	2	0.02%	New
368	Ladenburg Thalmann Financial Services Miami, Florida	$1.26M	+$28.3K	8	0.02%	Increased
369	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.25M	-$15.7K	1	0.29%	Reduced
370	SM Southport Management Wilson, Wyoming	$1.24M	+$1.38M	1	2.2%	New
371	CI Cowen Inc New York	$1.23M	+$1.36M	2	0.09%	New
372	AA AlphaMark Advisors Ft. Wright, Kentucky	$1.22M	+$326K	1	0.62%	Increased
373	OLA Oliver Luxxe Assets Gladstone, New Jersey	$1.19M	+$1.34M	1	1.06%	New
374	ProShare Advisors Bethesda, Maryland	$1.18M	+$315K	2	0.01%	Increased
375	First Manhattan New York	$1.15M	-$126K	3	0.01%	Reduced