← 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
476	PEAK6 Investments Chicago, Illinois	$1.88M	+$1.57M	2	0%	Increased
477	Envestnet Portfolio Solutions Chicago, Illinois	$1.85M	+$579K	5	0.01%	Increased
478	Inspire Investing Meridian, Idaho	$1.82M	+$240K	4	0.21%	Increased
479	KeyBank National Association Cleveland, Ohio	$1.82M	+$204K	4	0.01%	Increased
480	HCM Highview Capital Management Buffalo Grove, Illinois	$1.81M	+$1.5M	1	0.75%	New
481	Vident Advisory Alpharetta, Georgia	$1.73M	+$65.3K	5	0.05%	Increased
482	Brevan Howard Capital Management St. Helier, Jersey	$1.73M	+$712K	3	0.02%	Increased
483	PP Pacifica Partners Surrey, Canada	$1.7M	-$14.2K	3	0.73%	Reduced
484	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.68M	+$421	1	0.14%	Increased
485	DC Dantai Capital Hong Kong	$1.68M	$0	2	1.88%	Maintained
486	AFP Ausdal Financial Partners Davenport, Iowa	$1.65M	+$1.37M	1	0.18%	New
487	PD Point72 (DIFC) Dubai, United Arab Emirates	$1.64M	-$47.4K	3	0.06%	Reduced
488	RHJA Rice Hall James & Associates San Diego, California	$1.61M	-$78.7K	2	0.1%	Reduced
489	PCMH Polymer Capital Management (HK) Hong Kong	$1.61M	+$140K	1	0.33%	Increased
490	Allianz Asset Management Munich, Germany	$1.61M	-$2.59M	1	0%	Reduced
491	RIL Rothschild Investment LLC Chicago, Illinois	$1.6M	+$925	8	0.11%	Increased
492	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.59M	-$4.51K	1	0.13%	Reduced
493	JB Capital Wethersfield, Connecticut	$1.58M	+$646K	1	0.1%	Increased
494	VF Virtu Financial New York	$1.57M	+$267K	3	0.11%	Increased
495	Graham Capital Management Rowayton, Connecticut	$1.55M	-$658K	3	0.03%	Reduced
496	DAM Deepwater Asset Management Minneapolis, Minnesota	$1.55M	$0	1	0.56%	Maintained
497	LSC Lesa Sroufe & Co Seattle, Washington	$1.53M	-$25.3K	1	1.49%	Reduced
498	WCM Washington Capital Management Seattle, Washington	$1.53M	-$11.9K	2	1.3%	Reduced
499	ACM Atika Capital Management New York	$1.52M	-$5.95M	1	0.15%	Reduced
500	TCM Teza Capital Management Chicago, Illinois	$1.52M	+$1.08M	4	0.19%	Increased