← 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	FP Foundry Partners Minneapolis, Minnesota	$2.12M	+$333K	1	0.09%	Increased
352	Franklin Resources San Mateo, California	$2.11M	+$2.29M	1	0%	New
353	Putnam Investments Boston, Massachusetts	$2.11M	-$479K	1	0%	Reduced
354	SA Springowl Associates New York	$2.1M	+$650K	2	2.74%	Increased
355	QIM Quantitative Investment Management Charlottesville, Virginia	$2.09M	+$1.34M	2	0.11%	Increased
356	PC PA Capital Richmond, Virginia	$2.09M	+$754K	2	2.06%	Increased
357	WSCM Wellington Shields Capital Management New York	$2.06M	$0	1	0.34%	Maintained
358	EP Elkfork Partners Portland, Oregon	$2.06M	+$48.7K	5	0.05%	Increased
359	DWA Dorsey Wright & Associates Pasadena, California	$2.04M	+$161K	1	0.51%	Increased
360	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$2.04M	+$866K	6	0.04%	Increased
361	GIM Grassi Investment Management Santa Clara, California	$2.03M	+$1.52M	2	0.3%	Increased
362	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.02M	-$1.58M	1	0.02%	Reduced
363	WCM Weld Capital Management New York	$2.02M	+$383K	3	0.37%	Increased
364	SAM Symphony Asset Management San Francisco, California	$2.01M	+$862K	3	0.43%	Increased
365	Voleon Capital Management Berkeley, California	$2M	+$2.14M	1	0.15%	New
366	LCG Lisanti Capital Growth New York	$1.99M	+$2.16M	1	0.65%	New
367	DTL Dynamic Technology Lab Singapore	$1.97M	-$1.14M	3	0.35%	Reduced
368	Bahl & Gaynor Cincinnati, Ohio	$1.97M	+$74.9K	2	0.01%	Increased
369	First Citizens Bank & Trust Raleigh, North Carolina	$1.95M	+$419K	2	0.23%	Increased
370	TA Townsend & Associates Westminster, Colorado	$1.95M	+$292K	1	1.86%	Increased
371	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.92M	-$372K	6	0.35%	Reduced
372	Xact Kapitalforvaltning Stockholm, Sweden	$1.92M	$0	4	0.04%	Maintained
373	O'Shaughnessy Asset Management Stamford, Connecticut	$1.92M	-$305K	1	0.05%	Reduced
374	ACM AlphaCrest Capital Management New York	$1.89M	-$500K	2	0.12%	Reduced
375	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$1.88M	-$111K	1	1.14%	Reduced