← 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
101	FMA Fiduciary Management Associates Chicago, Illinois	$21.4M	+$3.27M	1	1.26%	Increased
102	LOAMU Lombard Odier Asset Management (USA) New York	$20.2M	+$9.62M	2	1.96%	Increased
103	Fort Washington Investment Advisors Cincinnati, Ohio	$20M	-$6.05M	1	0.4%	Reduced
104	MFAM Motley Fool Asset Management Alexandria, Virginia	$19.8M	-$7.56M	1	3.97%	Reduced
105	Capital Fund Management (CFM) Paris, France	$19.7M	+$6.43M	4	0.2%	Increased
106	SRFM Shannon River Fund Management New York	$19.7M	+$11.1M	1	3.81%	Increased
107	Pinnacle Associates New York	$19.3M	+$8.18M	1	0.41%	Increased
108	CC Carlson Capital Dallas, Texas	$18.6M	-$27.5M	1	0.21%	Reduced
109	ZDA Zweig-DiMenna Associates New York	$18.3M	+$17.7M	2	0.92%	New
110	AQR Capital Management Greenwich, Connecticut	$18.1M	+$2.79M	6	0.03%	Increased
111	NFA Nationwide Fund Advisors Columbus, Ohio	$18M	+$1.98M	8	0.08%	Increased
112	SCA Summit Creek Advisors Minneapolis, Minnesota	$17.8M	-$2M	1	2.97%	Reduced
113	SG Americas Securities New York	$17.7M	+$6.8M	3	0.13%	Increased
114	Masters Capital Management Atlanta, Georgia	$17.5M	-$3.55M	1	0.46%	Reduced
115	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$17.4M	+$281K	8	0.04%	Increased
116	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$17.4M	+$2.88M	1	1.07%	Increased
117	Balyasny Asset Management Chicago, Illinois	$17.4M	+$3.94M	3	0.12%	Increased
118	Whale Rock Capital Management Boston, Massachusetts	$17.2M	+$3.49M	1	1.43%	Increased
119	Hood River Capital Management Palm Beach Gardens, Florida	$16.9M	+$2.69M	2	2.16%	Increased
120	USAA United Services Automobile Association San Antonio, Texas	$16.9M	-$5.8M	3	0.06%	Reduced
121	OAM Oxford Asset Management Oxford, United Kingdom	$16.4M	+$441K	3	0.39%	Increased
122	Guggenheim Capital Chicago, Illinois	$15.9M	+$10.3M	8	0.05%	Increased
123	Janus Henderson Group London,	$15.8M	-$10.6M	1	0.13%	Reduced
124	Braun Stacey Associates New York	$15.7M	-$393K	1	0.99%	Reduced
125	SoftBank Group Tokyo, Japan	$15.7M	$0	1	0.13%	Maintained