← 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
401	LGT Group Foundation Vaduz, Liechtenstein	$16.9M	+$3.17M	2	0.18%	Increased
402	ET Entropy Technologies New York	$16.9M	+$2.24M	4	0.92%	Increased
403	Jefferies Financial Group New York	$16.9M	+$7.48M	6	0.09%	Increased
404	TIM Thompson Investment Management Madison, Wisconsin	$16.8M	-$13.7M	2	2.1%	Reduced
405	Första AP-fonden Stockholm, Sweden	$16.7M	+$15.5M	2	0.1%	New
406	VAM Valliance Asset Management Central, Hong Kong	$16.6M	+$12.6M	2	6.9%	New
407	YCM Yaupon Capital Management New York	$16.5M	+$13.3M	1	0.6%	New
408	FMI F/M Investments Washington, District of Columbia	$16.3M	+$707K	4	0.62%	Increased
409	TW ticino wealth Mission Viejo, California	$16.3M	+$13.2M	1	6.05%	New
410	Resona Asset Management Koto-Ku,tokyo, Japan	$16.1M	+$14.9M	2	0.08%	Increased
411	SRS Investment Management New York	$16.1M	+$17.2M	1	0.17%	New
412	Cambridge Investment Research Advisors Fairfield, Iowa	$16M	+$1.22M	8	0.04%	Increased
413	TCMG TSP Capital Management Group Summit, New Jersey	$16M	-$15.3M	0	–	Closed
414	Vanguard Personalized Indexing Management Oakland, California	$15.6M	+$681K	7	0.15%	Increased
415	FM Freemont Management Vaud, Switzerland	$15.6M	+$12.2M	2	2.72%	Increased
416	US Bancorp Minneapolis, Minnesota	$15.5M	+$1.02M	9	0.02%	Increased
417	KBC Group Brussels, Belgium	$15.5M	+$2.43M	5	0.04%	Increased
418	Axiom Investors Greenwich, Connecticut	$15.4M	-$5.76M	1	0.14%	Reduced
419	TCM Thames Capital Management Roseland, New Jersey	$15.4M	+$12.4M	1	2.23%	New
420	Dymon Asia Capital (Singapore) Singapore	$15.3M	+$4.47M	2	1.48%	Increased
421	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$15M	+$7.06M	4	0.02%	Increased
422	VanEck Associates New York	$15M	+$10.2M	2	0.01%	Increased
423	SP SIH Partners Wilmington, Delaware	$15M	+$11.6M	4	0.28%	Increased
424	EC Estate Counselors Thiensville, Wisconsin	$14.9M	+$9.66M	4	1.25%	Increased
425	Xponance Philadelphia, Pennsylvania	$14.9M	+$1.52M	6	0.11%	Increased