← 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
801	ACI AMP Capital Investors Sydney, Australia	$0	-$263K	0	–	Closed
802	AQR Arbitrage Greenwich, Connecticut	$0	-$21.4M	0	–	Closed
803	AIM Assured Investment Management New York	$0	-$1.07M	0	–	Closed
804	ACM Aviance Capital Management Sarasota, Florida	$0	-$8K	0	–	Closed
805	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained
806	BFG Beacon Financial Group Dallas, Texas	$0	-$312K	0	–	Closed
807	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	$0	1	0%	Maintained
808	BlueCrest Capital Management St Helier, Jersey	$0	-$234K	0	–	Closed
809	BPIM Brant Point Investment Management New York	$0	-$4.02M	0	–	Closed
810	CCM Cadence Capital Management Boston, Massachusetts	$0	-$358K	0	–	Closed
811	Capital Advisors Inc Tulsa, Oklahoma	$0	-$63K	0	–	Closed
812	Capital Fund Management (CFM) Paris, France	$0	-$13.3M	0	–	Closed
813	CGM Capital Growth Management Boston, Massachusetts	$0	-$2.66M	0	–	Closed
814	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$0	-$669K	0	–	Closed
815	CCM Catawba Capital Management Roanoke, Virginia	$0	-$240K	0	–	Closed
816	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$1.25M	0	–	Closed
817	CCP Clough Capital Partners Boston, Massachusetts	$0	-$8.83M	0	–	Closed
818	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$329K	0	–	Closed
819	CAM CMT Asset Management Chicago, Illinois	$0	-$930K	0	–	Closed
820	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$1.15M	0	–	Closed
821	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$0	-$6.39M	0	–	Closed
822	CCM Criterion Capital Management San Francisco, California	$0	-$4.15M	0	–	Closed
823	CCS Crosspoint Capital Strategies Orinda, California	$0	-$3.1M	0	–	Closed
824	CAM Cubic Asset Management Boston, Massachusetts	$0	-$2.73M	0	–	Closed
825	DBG De Burlo Group Boston, Massachusetts	$0	-$322K	0	–	Closed