← 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	CAM Claret Asset Management Montreal, Quebec, Canada	$728K	-$4.38K	1	0.16%	Reduced
452	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$710K	+$422K	5	0%	Increased
453	VDBMI Van Den Berg Management I Austin, Texas	$710K	+$817K	1	0.11%	New
454	SSG Summit Securities Group New York	$709K	-$5.61K	1	0.06%	Reduced
455	TC Tairen Capital Hong Kong	$698K	+$862K	2	0.25%	New
456	MC Maplelane Capital New York	$694K	+$907K	1	0.02%	New
457	DZ Bank Frankfurt Am Main, Germany	$693K	+$888K	1	0%	New
458	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$691K	+$67.4K	1	0.12%	Increased
459	Hudson Bay Capital Management Stamford, Connecticut	$688K	-$388K	1	0.01%	Reduced
460	WCM Weld Capital Management New York	$685K	+$865K	2	0.15%	New
461	SAM Shell Asset Management The Hague, Netherlands	$666K	-$50.7K	1	0.02%	Reduced
462	CIM CIM Investment Management Pittsburgh, Pennsylvania	$654K	+$255K	3	0.28%	Increased
463	WIC Water Island Capital New York	$651K	+$748K	1	0.05%	New
464	Quantinno Capital Management New York	$637K	+$595K	1	0.52%	New
465	FBCM Fort Baker Capital Management Larkspur, California	$633K	-$822K	1	0.34%	Reduced
466	JM Jeneq Management New York	$631K	+$589K	1	1.08%	New
467	CL CPWM LLC Seattle, Washington	$629K	-$320	2	0.1%	Reduced
468	LIA LS Investment Advisors Bloomfield Hills, Michigan	$625K	-$64.5K	5	0.04%	Reduced
469	MAM Meeder Asset Management Dublin, Ohio	$625K	+$154K	3	0.06%	Increased
470	Holocene Advisors New York	$624K	-$771K	1	0.01%	Reduced
471	IR Invictus RG Hamilton, Bermuda	$618K	+$184K	1	2.14%	Increased
472	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$615K	+$316K	2	0.17%	Increased
473	Los Angeles Capital Management Los Angeles, California	$600K	-$1.52M	1	0%	Reduced
474	RA Rational Advisors Huntington, New York	$599K	-$851K	1	0.19%	Reduced
475	Sigma Planning Corp Ann Arbor, Michigan	$599K	+$31.5K	1	0.04%	Increased