← 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	CAPTRUST Financial Advisors Raleigh, North Carolina	$4.58M	+$2.07M	6	0.01%	Increased
352	Sit Investment Associates Minneapolis, Minnesota	$4.51M	$0	2	0.1%	Maintained
353	Eisler Capital (US) New York	$4.49M	+$2.29M	1	0.08%	Increased
354	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$4.47M	-$1.39M	2	0.18%	Reduced
355	KTA Keeley-Teton Advisors Chicago, Illinois	$4.46M	-$49.4K	3	0.57%	Reduced
356	N Numerai San Francisco, California	$4.4M	-$826K	2	1.6%	Reduced
357	Pictet Asset Management Carouge, Switzerland	$4.36M	+$33K	7	0%	Increased
358	Trexquant Investment Stamford, Connecticut	$4.32M	-$820K	3	0.07%	Reduced
359	OLA Oliver Luxxe Assets Gladstone, New Jersey	$4.22M	+$80K	1	0.9%	Increased
360	HW Hedeker Wealth Lincolnshire, Illinois	$4.17M	+$616K	1	1.21%	Increased
361	JGC J. Goldman & Co New York	$4.13M	+$5.2M	2	0.12%	New
362	Bank of Nova Scotia Toronto, Ontario, Canada	$4.13M	+$3.37M	1	0.01%	Increased
363	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$4.07M	-$54.4K	4	0.51%	Reduced
364	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.07M	+$93K	3	0.02%	Increased
365	Handelsbanken Fonder Stockholm, Sweden	$4.04M	+$898K	4	0.02%	Increased
366	LI LHM Inc Sandy, Utah	$4.03M	+$1.55M	1	1.7%	Increased
367	OIM Orca Investment Management Roseburg, Oregon	$4.03M	+$9.38K	1	3.85%	Increased
368	CIS Connors Investor Services Wyomissing, Pennsylvania	$4M	+$67.1K	1	0.42%	Increased
369	JSC Jackson Square Capital San Francisco, California	$3.99M	-$34.5K	1	0.98%	Reduced
370	HCM Hilton Capital Management Garden City, New York	$3.98M	+$43.8K	2	0.34%	Increased
371	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$3.97M	+$1.85M	1	0.04%	Increased
372	Brinker Capital Investments Berwyn, Pennsylvania	$3.95M	-$5.51K	5	0.04%	Reduced
373	Orion Portfolio Solutions Omaha, Nebraska	$3.95M	-$5.51K	5	0.04%	Reduced
374	Creative Planning Overland Park, Kansas	$3.93M	+$967K	7	0%	Increased
375	FHB First Hawaiian Bank Honolulu, Hawaii	$3.91M	+$1.99M	4	0.13%	Increased