← 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
426	SM Sciencast Management Princeton, New Jersey	$1.56M	+$1.04M	1	0.85%	Increased
427	CAM Cubic Asset Management Boston, Massachusetts	$1.54M	+$53.2K	1	0.4%	Increased
428	Glenmede Trust Philadelphia, Pennsylvania	$1.53M	-$348K	4	0.01%	Reduced
429	HCM Hilton Capital Management Garden City, New York	$1.51M	+$910K	2	0.16%	Increased
430	Fifth Third Bancorp Cincinnati, Ohio	$1.49M	-$23.2K	7	0.01%	Reduced
431	Cornerstone Investment Partners Atlanta, Georgia	$1.47M	+$154K	5	0.08%	Increased
432	AGUR Provident & Training Funds Management Tel Aviv, Israel	$1.46M	$0	1	0.45%	Maintained
433	Utah Retirement Systems Salt Lake City, Utah	$1.46M	+$29.6K	2	0.02%	Increased
434	Regions Financial Corp Birmingham, Alabama	$1.46M	+$9.13K	2	0.01%	Increased
435	FHB First Hawaiian Bank Honolulu, Hawaii	$1.45M	-$1.48M	2	0.05%	Reduced
436	CastleKnight Management New York	$1.45M	-$697K	2	0.08%	Reduced
437	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.44M	-$8.29K	1	0.12%	Reduced
438	AIM Aquila Investment Management New York	$1.44M	-$973K	1	1.24%	Reduced
439	Maryland State Retirement & Pension System Baltimore, Maryland	$1.41M	$0	4	0.03%	Maintained
440	AG Ascent Group Virginia Beach, Virginia	$1.4M	+$123K	1	0.13%	Increased
441	FCA FinTrust Capital Advisors Greenville, South Carolina	$1.4M	-$128K	2	0.28%	Reduced
442	Gateway Investment Advisers Cincinnati, Ohio	$1.39M	$0	2	0.02%	Maintained
443	BSB Bangor Savings Bank Bangor, Maine	$1.39M	+$65.1K	1	0.15%	Increased
444	Walleye Trading New York	$1.37M	-$911K	5	0%	Reduced
445	Rafferty Asset Management New York	$1.37M	+$149K	1	0.01%	Increased
446	LSC Lesa Sroufe & Co Seattle, Washington	$1.36M	-$45.7K	1	1.39%	Reduced
447	N Numerai San Francisco, California	$1.35M	+$815K	1	0.48%	Increased
448	IP Intellectus Partners San Francisco, California	$1.33M	-$61.9K	1	0.38%	Reduced
449	AIM Aigen Investment Management New York	$1.33M	-$102K	4	0.24%	Reduced
450	TSS Two Sigma Securities New York	$1.33M	-$1.26M	6	0.01%	Reduced