← 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
376	EGM Espalier Global Management New York	$1.12M	-$3.03M	1	0.29%	Reduced
377	DWA Dorsey Wright & Associates Pasadena, California	$1.12M	+$23.1K	1	0.57%	Increased
378	Spot Trading Chicago, Illinois	$1.11M	+$649K	3	0.01%	Increased
379	Whittier Trust South Pasadena, California	$1.09M	+$21.9K	3	0.05%	Increased
380	JP Morgan Private Wealth Advisors San Francisco, California	$1.07M	-$89.2K	2	0.01%	Reduced
381	Boothbay Fund Management New York	$1.06M	+$175K	2	0.47%	Increased
382	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.04M	+$88.8K	2	0.01%	Increased
383	Verition Fund Management Greenwich, Connecticut	$1M	-$664K	3	0.19%	Reduced
384	NVIM New Vernon Investment Management Highland Park, Illinois	$978K	+$1.08M	1	0.74%	New
385	PAM Paradigm Asset Management New York	$974K	-$1.54M	3	0.17%	Reduced
386	Suntrust Banks Atlanta, Georgia	$968K	+$669K	3	0.01%	Increased
387	PCMI Princeton Capital Management Inc Princeton, New Jersey	$964K	+$229K	2	0.68%	Increased
388	IP Isthmus Partners Madison, Wisconsin	$940K	+$24.2K	1	0.33%	Increased
389	EMG Ellington Management Group Old Greenwich, Connecticut	$935K	-$4.25M	3	0.33%	Reduced
390	STRS Ohio Columbus, Ohio	$926K	+$101K	4	0%	Increased
391	Martingale Asset Management Boston, Massachusetts	$925K	+$478K	1	0.02%	Increased
392	Canada Life Winnipeg, Manitoba, Canada	$923K	$0	6	0%	Maintained
393	Analytic Investors Los Angeles, California	$900K	-$3.33M	1	0.01%	Reduced
394	Nisa Investment Advisors St. Louis, Missouri	$895K	+$4.59K	2	0.01%	Increased
395	Bessemer Group Woodbridge, New Jersey	$886K	-$721	4	0%	Reduced
396	M&T Bank Buffalo, New York	$877K	+$17.3K	1	0.01%	Increased
397	EIM Essex Investment Management Boston, Massachusetts	$858K	+$907K	1	0.13%	New
398	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$846K	-$1.09M	1	0.11%	Reduced
399	First Citizens Bank & Trust Raleigh, North Carolina	$842K	-$19.2K	1	0.06%	Reduced
400	Baird Financial Group Milwaukee, Wisconsin	$833K	-$329K	2	0.01%	Reduced