← 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	IAS IMA Advisory Services Denver, Colorado	$3.76M	+$68.5K	1	0.88%	Increased
352	APP Alpha Paradigm Partners Chicago, Illinois	$3.72M	+$1.89M	5	1.4%	Increased
353	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.67M	$0	5	0.49%	Maintained
354	Virginia Retirement Systems Richmond, Virginia	$3.67M	-$1.1M	2	0.04%	Reduced
355	SBL Sargent Bickham Lagudis Boulder, Colorado	$3.65M	+$294K	3	0.3%	Increased
356	Teacher Retirement System of Texas Austin, Texas	$3.54M	+$521K	5	0.02%	Increased
357	Los Angeles Capital Management Los Angeles, California	$3.51M	-$5.82M	3	0.02%	Reduced
358	HP Harvey Partners Tarrytown, New York	$3.51M	+$16.6K	1	2.43%	Increased
359	E Ergoteles New York	$3.49M	-$20K	4	0.08%	Reduced
360	PCM Prelude Capital Management New York	$3.49M	+$1.42M	3	0.1%	Increased
361	IP Intellectus Partners San Francisco, California	$3.44M	+$228K	1	0.78%	Increased
362	CS Comerica Securities Detroit, Michigan	$3.42M	+$464K	1	0.26%	Increased
363	Advisors Asset Management Monument, Colorado	$3.42M	-$154K	4	0.05%	Reduced
364	ExodusPoint Capital Management New York	$3.39M	-$11.1M	8	0.04%	Reduced
365	CM Crestline Management Fort Worth, Texas	$3.35M	-$4.01M	1	0.29%	Reduced
366	Bahl & Gaynor Cincinnati, Ohio	$3.32M	-$19.4K	2	0.02%	Reduced
367	Boothbay Fund Management New York	$3.32M	-$4.93M	3	0.11%	Reduced
368	Maverick Capital Dallas, Texas	$3.31M	+$1.54M	3	0.03%	Increased
369	Tower Research Capital (TRC) New York	$3.3M	-$874K	10	0.09%	Reduced
370	GF Goodman Financial Houston, Texas	$3.26M	-$53.9K	1	1%	Reduced
371	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$3.25M	+$1.35M	3	0.03%	Increased
372	Summit Partners Public Asset Management Boston, Massachusetts	$3.24M	-$460K	1	0.12%	Reduced
373	PHS Pekin Hardy Strauss Chicago, Illinois	$3.24M	+$3.26M	2	0.45%	Increased
374	Cetera Investment Advisers Schaumburg, Illinois	$3.21M	+$1.53M	4	0.05%	Increased
375	Brookfield Corp Toronto, Ontario, Canada	$3.2M	-$17.3M	1	0.01%	Reduced