← 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
626
KCM
Keane Capital Management
North Carolina
$0 -$247K 0 – Closed
627
KSC
Kendall Square Capital
California
$0 -$2.01M 0 – Closed
628
KRC
Kingdom Ridge Capital
New York
$0 -$114K 0 – Closed
629
Korea Investment Corp
Korea Investment Corp
South Korea
$0 -$5.24M 0 – Closed
630
LAM
Lapides Asset Management
Connecticut
$0 -$2.39M 0 – Closed
631
LJHT
Laurie J. Hall Trustee
$0 -$124K 0 – Closed
632
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$0 -$1.73M 0 – Closed
633
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0 -$1.15M 0 – Closed
634
Magnetar Financial
Magnetar Financial
Illinois
$0 -$894K 0 – Closed
635
MCC
Malaga Cove Capital
California
$0 -$1.17M 0 – Closed
636
MCF Advisors
MCF Advisors
Kentucky
$0 $0 1 0% Maintained
637
Natixis
Natixis
France
$0 -$2.56M 0 – Closed
638
NG
NatWest Group
United Kingdom
$0 -$1.83M 0 – Closed
639
NCM
Nelson Capital Management
California
$0 $0 1 0% Maintained
640
NMIS
Northwestern Mutual Investment Services
Wisconsin
$0 $0 1 0% Maintained
641
PP
Palladium Partners
Virginia
$0 $0 0 – Closed
642
PC
Passport Capital
California
$0 -$91K 0 – Closed
643
QC
QCM Cayman
Texas
$0 -$105K 0 – Closed
644
RIM
Rainier Investment Management
Washington
$0 -$9.82M 0 – Closed
645
RP
Realm Partners
New York
$0 -$2.52M 0 – Closed
646
RNS
Robert N. Shapiro
$0 -$119K 0 – Closed
647
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$0 -$6.97M 0 – Closed
648
SGH
Schonfeld Group Holdings
New York
$0 -$1.53M 0 – Closed
649
SCA
Secor Capital Advisors
New York
$0 -$370K 0 – Closed
650
SCM
Sigma Capital Management
Connecticut
$0 -$4.19M 0 – Closed