← 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
551	KCP Kera Capital Partners San Jose, California	$20.3M	+$15.6K	2	1.95%	Increased
552	WCM Westerly Capital Management San Francisco, California	$20.2M	-$15M	2	3.73%	Reduced
553	Capital International Inc Los Angeles, California	$20.2M	+$18.4M	2	0.14%	New
554	Union Bancaire Privee Geneva 1, Switzerland	$20.1M	-$32.1M	2	0.22%	Reduced
555	&Partners Nashville, Tennessee	$20M	+$4.8M	7	0.08%	Increased
556	OMERS Administration Corp Toronto, Ontario, Canada	$20M	+$12.6M	4	0.12%	Increased
557	FSLI Funde Sino Life Insurance Shenzhen, China	$19.9M	+$21.7M	2	6.48%	New
558	Advisory Services Network Atlanta, Georgia	$19.8M	+$2.46M	7	0.22%	Increased
559	IG Ithaka Group Arlington, Virginia	$19.8M	+$5.75M	2	3.59%	Increased
560	HW Hedeker Wealth Lincolnshire, Illinois	$19.7M	-$4.07M	1	3.76%	Reduced
561	Nippon Life Global Investors Americas New York	$19.7M	+$17.6M	1	0.78%	New
562	Diversify Advisory Services Sandy, Utah	$19.6M	+$18.3M	7	0.33%	Increased
563	Diversify Wealth Management Sandy, Utah	$19.6M	+$10M	7	0.33%	Increased
564	RC Riposte Capital New York	$19.6M	+$7.3M	1	4.36%	Increased
565	First Eagle Investment Management New York	$19.6M	-$2.66M	3	0.03%	Reduced
566	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$19.5M	+$19.6M	3	2.17%	New
567	NZS Capital Denver, Colorado	$19.5M	+$20.3M	1	0.51%	New
568	HP Harvey Partners Tarrytown, New York	$19.3M	-$19.2M	1	1.32%	Reduced
569	PCM Polymer Capital Management New York	$19.2M	-$9.37M	4	2.54%	Reduced
570	Groupe la Francaise Paris, France	$19.2M	+$20.5M	2	0.23%	New
571	First Manhattan New York	$19.1M	-$1.08M	4	0.05%	Reduced
572	INTECH Investment Management West Palm Beach, Florida	$19.1M	+$254K	7	0.18%	Increased
573	Atria Investments Charlotte, North Carolina	$19.1M	+$2.98M	7	0.19%	Increased
574	KCL KR Capital LP New York City, New York	$19M	-$734K	2	1.88%	Reduced
575	BCH Berkshire Capital Holdings San Jose, California	$18.9M	-$41.8M	5	4.09%	Reduced