← 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
451	Highbridge Capital Management New York	$624K	+$314K	1	0.01%	Increased
452	VIM Vista Investment Management Pittsburgh, Pennsylvania	$620K	+$9.93K	1	0.61%	Increased
453	HCA Harbour Capital Advisors Tysons Corner, Virginia	$616K	+$580K	1	0.26%	New
454	PIM Platinum Investment Management Sydney Australia 2000, Australia	$580K	-$607K	1	0.01%	Reduced
455	MC Moors & Cabot Boston, Massachusetts	$575K	-$43K	1	0.08%	Reduced
456	OI Oakbrook Investments Lisle, Illinois	$570K	+$565K	2	0.04%	New
457	Walleye Trading New York	$568K	-$5.24M	2	0%	Reduced
458	SAM Shell Asset Management The Hague, Netherlands	$563K	-$28.8K	1	0.01%	Reduced
459	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$557K	+$2.96K	1	0.41%	Increased
460	Sigma Planning Corp Ann Arbor, Michigan	$556K	+$571K	1	0.04%	New
461	IP Isthmus Partners Madison, Wisconsin	$546K	+$45.1K	1	0.14%	Increased
462	SAM Silphium Asset Management London, United Kingdom	$545K	+$561K	1	0.17%	New
463	RIM Regent Investment Management Louisville, Kentucky	$544K	-$65.4K	1	0.18%	Reduced
464	TIA Trust Investment Advisors Indianapolis, Indiana	$543K	+$29.8K	1	0.6%	Increased
465	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$541K	+$8.39K	2	0.4%	Increased
466	SCM Silvant Capital Management Atlanta, Georgia	$538K	$0	1	0.07%	Maintained
467	WCM Washington Capital Management Seattle, Washington	$533K	$0	1	0.55%	Maintained
468	Advent Capital Management New York	$530K	-$762K	1	0.01%	Reduced
469	SM Southport Management Wilson, Wyoming	$530K	$0	1	2.62%	Maintained
470	FBCM Fort Baker Capital Management Larkspur, California	$529K	+$544K	1	0.2%	New
471	AB AT Bancorp Dubuque, Iowa	$522K	-$1.2M	1	0.06%	Reduced
472	TSS Two Sigma Securities New York	$521K	+$414K	2	0%	Increased
473	PineBridge Investments New York	$515K	-$3.23M	2	0.01%	Reduced
474	GH GAM Holding Zurich, Switzerland	$512K	+$490K	1	0.02%	New
475	SCM SOL Capital Management Rockville, Maryland	$511K	$0	1	0.15%	Maintained