← 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
126	Polar Asset Management Partners Toronto, Ontario, Canada	$6.9M	+$5.77M	1	0.37%	New
127	D.E. Shaw & Co New York	$6.9M	+$6.1M	5	0.01%	New
128	PRC Platte River Capital Denver, Colorado	$6.76M	+$5.78M	2	0.79%	New
129	ICOM Investment Counselors of Maryland Baltimore, Maryland	$6.72M	+$6.78M	1	0.3%	New
130	SCM SG Capital Management Chicago, Illinois	$6.66M	+$5.99M	1	2.89%	New
131	RI RWWM Inc Rocklin, California	$6.43M	+$6.05M	1	5.04%	New
132	Tocqueville Asset Management New York	$6.39M	+$6.01M	1	0.09%	New
133	State Board of Administration of Florida Retirement System Tallahassee, Florida	$6.29M	+$5.6M	4	0.02%	New
134	Polar Capital London, United Kingdom	$6.22M	+$5.2M	1	0.22%	New
135	CAM CMT Asset Management Chicago, Illinois	$6.2M	+$5.89M	1	0.3%	New
136	FRM Foundation Resource Management Little Rock, Arkansas	$5.92M	+$5.57M	1	0.77%	New
137	Frontier Capital Management Boston, Massachusetts	$5.89M	+$5.3M	1	0.05%	New
138	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$5.85M	+$5.5M	1	0.85%	New
139	PP PDT Partners New York	$5.83M	+$4.95M	2	0.14%	New
140	SA Smithwood Advisers Los Angeles, California	$5.83M	+$4.99M	1	0.24%	New
141	SPM Symmetry Peak Management Radnor, Pennsylvania	$5.74M	+$5.03M	3	1.11%	New
142	Fidelity International Hamilton, Bermuda	$5.7M	+$5.12M	1	0.03%	New
143	Needham Investment Management New York	$5.67M	+$5.72M	1	1.33%	New
144	SCM Suffolk Capital Management New York	$5.63M	+$4.76M	2	0.81%	New
145	GPCM Greenbrier Partners Capital Management Dallas, Texas	$5.49M	+$4.59M	1	1.98%	New
146	Swiss National Bank Zurich, Switzerland	$5.31M	+$4.73M	5	0.02%	New
147	STRS Ohio Columbus, Ohio	$5.22M	+$4.85M	3	0.02%	New
148	Capital Fund Management (CFM) Paris, France	$5.16M	+$4.64M	1	0.08%	New
149	Chilton Investment Company Stamford, Connecticut	$5.13M	+$3.79M	1	0.14%	New
150	FTB First Trust Bank Nassau, Bahamas	$5.07M	+$5.11M	1	4.81%	New