← 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
151	SG Americas Securities New York	$14.7M	+$12.6M	8	0.13%	Increased
152	Comerica Bank Dallas, Texas	$14.6M	-$20K	7	0.11%	Reduced
153	Chartwell Investment Partners Berywn, Pennsylvania	$14.4M	+$6.6M	3	0.49%	Increased
154	PEAK6 Group Chicago, Illinois	$14.4M	-$3.27M	6	0.07%	Reduced
155	OMC Overbrook Management Corp New York	$14.3M	+$10.3M	1	3.23%	Increased
156	AIC AWM Investment Company New York	$13.6M	+$1.26M	1	2.38%	Increased
157	Federated Hermes Pittsburgh, Pennsylvania	$13.5M	+$1.35M	4	0.04%	Increased
158	Weiss Multi-Strategy Advisers New York	$13.5M	-$127K	4	0.5%	Reduced
159	BA Broadview Advisors Milwaukee, Wisconsin	$13.4M	-$109K	1	1.95%	Reduced
160	BNP Paribas Financial Markets Paris, France	$13.3M	+$6.81M	9	0.03%	Increased
161	Canada Life Winnipeg, Manitoba, Canada	$13.1M	-$163K	8	0.03%	Reduced
162	HI Honeywell International Charlotte, North Carolina	$13M	+$2.4M	1	0.46%	Increased
163	NM Newtyn Management New York	$12.9M	+$14.1M	1	2.09%	New
164	LOAMU Lombard Odier Asset Management (USA) New York	$12.9M	+$7.03M	2	0.92%	Increased
165	American Century Companies Kansas City, Missouri	$12.9M	-$5.42M	3	0.01%	Reduced
166	KIP Kayak Investment Partners San Francisco, California	$12.8M	+$1.84M	1	6.53%	Increased
167	KRC Kingdom Ridge Capital White Plains, New York	$12.7M	+$2.34M	2	1.69%	Increased
168	Public Employees Retirement Association of Colorado Denver, Colorado	$12.3M	-$27.9K	6	0.09%	Reduced
169	JCM Janney Capital Management Pittsburgh, Pennsylvania	$12.2M	-$183K	2	0.52%	Reduced
170	MLICM Metropolitan Life Insurance Company (MetLife) New York	$12.1M	-$291K	6	0.08%	Reduced
171	Robeco Institutional Asset Management Rotterdam, Netherlands	$12.1M	-$124K	2	0.08%	Reduced
172	Aperio Group Sausalito, California	$12.1M	+$959K	6	0.07%	Increased
173	State of Wisconsin Investment Board Madison, Wisconsin	$12M	+$4.55M	3	0.04%	Increased
174	SEI Investments Oaks, Pennsylvania	$11.9M	+$770K	7	0.04%	Increased
175	SRC Shufro Rose & Co New York	$11.6M	-$2.22M	1	1.17%	Reduced