← 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	Castleark Management Chicago, Illinois	$11.9M	-$1.81M	1	0.29%	Reduced
127	Granahan Investment Management Waltham, Massachusetts	$11.8M	+$1.63M	2	0.34%	Increased
128	Nomura Holdings Tokyo, Japan	$11.7M	+$645K	4	0.04%	Increased
129	UBS Group Zurich, Switzerland	$11.5M	-$924K	8	0.01%	Reduced
130	RhumbLine Advisers Boston, Massachusetts	$11.2M	+$1.11M	7	0.03%	Increased
131	GAI General American Investors New York	$10.9M	+$11.3M	1	0.9%	New
132	UBS AM Chicago, Illinois	$10.4M	-$41.8K	5	0.01%	Reduced
133	BPIM Brant Point Investment Management New York	$10.1M	+$9.03M	1	0.91%	New
134	ING Group Amsterdam, Netherlands	$9.88M	-$78.1K	1	0.05%	Reduced
135	HA Heartland Advisors Milwaukee, Wisconsin	$9.82M	-$2.68M	1	0.25%	Reduced
136	NC Northpointe Capital Bloomfield Hills, Michigan	$9.71M	+$5.96M	1	1.05%	Increased
137	FRM Foundation Resource Management Little Rock, Arkansas	$9.68M	-$1.29M	1	1.59%	Reduced
138	Two Sigma Investments New York	$9.6M	+$3.05M	3	0.04%	Increased
139	AAP Ardsley Advisory Partners Stamford, Connecticut	$9.47M	+$2.35M	2	1.32%	Increased
140	EI EAM Investors Solana Beach, California	$9.41M	+$330K	3	1.09%	Increased
141	EGM Espalier Global Management New York	$9.35M	+$8.85M	2	0.95%	New
142	GPCM Greenbrier Partners Capital Management Dallas, Texas	$9.34M	$0	1	2.12%	Maintained
143	AIG American International Group New York	$9.18M	+$194K	7	0.04%	Increased
144	Brown Advisory Baltimore, Maryland	$9.08M	+$8.15M	1	0.03%	New
145	Needham Investment Management New York	$9.06M	+$212K	1	1.93%	Increased
146	New York State Teachers Retirement System (NYSTRS) Albany, New York	$9.03M	-$4.94K	3	0.02%	Reduced
147	AIC AWM Investment Company New York	$8.84M	-$3.71M	1	1.22%	Reduced
148	Thrivent Financial for Lutherans Minneapolis, Minnesota	$8.77M	+$117K	5	0.05%	Increased
149	KG Killen Group Berwyn, Pennsylvania	$8.73M	+$5.36M	2	0.62%	Increased
150	Rothschild & Co Asset Management US Stamford, Connecticut	$8.71M	-$348K	1	0.17%	Reduced