← 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
651	PFM Patton Fund Management Dallas, Texas	$13.8M	-$120K	3	2.98%	Reduced
652	Discovery Capital Management South Norwalk, Connecticut	$13.7M	+$12.3M	3	0.57%	New
653	GIM Generate Investment Management Auckland, New Zealand	$13.7M	+$14.3M	1	0.56%	New
654	Arax Advisory Partners Denver, Colorado	$13.7M	+$10.2M	11	0.09%	Increased
655	AAP Ardsley Advisory Partners Stamford, Connecticut	$13.7M	+$9.08M	2	1.42%	Increased
656	Davidson Kempner Capital Management New York	$13.6M	+$4.18M	1	0.16%	Increased
657	Twin Tree Management Dallas, Texas	$13.6M	+$7.45M	6	0.26%	Increased
658	LN Lightrock Netherlands Utrecht, Netherlands	$13.5M	-$3.23M	1	2.66%	Reduced
659	CCM Capstone Capital Management Hong Kong,	$13.4M	+$6.38M	6	6.01%	Increased
660	Bahl & Gaynor Cincinnati, Ohio	$13.4M	-$493K	1	0.06%	Reduced
661	JGUA John G. Ullman & Associates Corning, New York	$13.2M	-$4.04M	4	1.6%	Reduced
662	CIAM Caitong International Asset Management Hong Kong	$13.2M	-$21.3M	7	1.81%	Reduced
663	SAM Sycomore Asset Management Paris, France	$13.1M	$0	1	1.41%	Maintained
664	YCM Yaupon Capital Management New York	$13.1M	-$48.5M	2	0.26%	Reduced
665	DI Deeter Investments Austin, Texas	$13M	+$11.1M	2	1.81%	Increased
666	APC Alta Park Capital San Francisco, California	$13M	-$44.2M	1	1.19%	Reduced
667	LGT Group Foundation Vaduz, Liechtenstein	$12.8M	-$6.79M	1	0.15%	Reduced
668	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$12.8M	+$340K	4	0.33%	Increased
669	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$12.8M	-$3.46M	1	2.48%	Reduced
670	GCM Glynn Capital Management Menlo Park, California	$12.7M	+$3.05M	1	3.5%	Increased
671	Maryland State Retirement & Pension System Baltimore, Maryland	$12.7M	+$1.43M	5	0.22%	Increased
672	HCM Hilton Capital Management Garden City, New York	$12.6M	-$1.23M	2	0.86%	Reduced
673	LGT Fund Management Vaduz, Liechtenstein	$12.6M	-$5.11M	1	0.52%	Reduced
674	Summit Trail Advisors New York	$12.5M	-$886K	5	0.16%	Reduced
675	Aptus Capital Advisors Fairhope, Alabama	$12.5M	+$3.47M	5	0.09%	Increased