← 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	USAA United Services Automobile Association San Antonio, Texas	$13.3M	-$2.82M	5	0.04%	Reduced
152	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$13.3M	-$2.14M	1	1.3%	Reduced
153	QIM Quantitative Investment Management Charlottesville, Virginia	$13.1M	+$8.11M	3	0.23%	Increased
154	BBCM Boardman Bay Capital Management New York	$12.9M	+$2.1M	5	10.93%	Increased
155	Engineers Gate Manager New York	$12.2M	+$10.4M	5	0.81%	Increased
156	Canada Life Winnipeg, Manitoba, Canada	$12.2M	-$46.8K	7	0.03%	Reduced
157	Bank of Montreal Toronto, Ontario, Canada	$12.1M	+$7.71M	9	0.01%	Increased
158	Alkeon Capital Management New York	$12M	+$11.9M	1	0.06%	New
159	SEI Investments Oaks, Pennsylvania	$11.8M	+$2.69M	8	0.05%	Increased
160	SRC Shufro Rose & Co New York	$11.2M	-$315K	1	1.1%	Reduced
161	SCM SG Capital Management Chicago, Illinois	$11.1M	+$11.1M	2	2.12%	New
162	PC Pier Capital Stamford, Connecticut	$10.7M	+$1.56M	2	1.84%	Increased
163	IECM Intrinsic Edge Capital Management Chicago, Illinois	$10.7M	+$11.3M	2	1.63%	New
164	Allianz Asset Management Munich, Germany	$10.7M	-$52.4M	3	0.01%	Reduced
165	Employees Retirement System of Texas Austin, Texas	$10.6M	+$809K	3	0.14%	Increased
166	Citigroup New York	$10.5M	+$4.31M	9	0.01%	Increased
167	Madison Investment Holdings Madison, Wisconsin	$10.4M	$0	1	0.19%	Maintained
168	Nordea Investment Management Stockholm, Sweden	$10.3M	+$3.82M	5	0.02%	Increased
169	ZDA Zweig-DiMenna Associates New York	$9.73M	-$2.17M	2	0.86%	Reduced
170	First Trust Advisors Wheaton, Illinois	$9.68M	-$1.96M	6	0.02%	Reduced
171	ACM Argent Capital Management St Louis, Missouri	$9.61M	+$1.55M	3	0.35%	Increased
172	State Board of Administration of Florida Retirement System Tallahassee, Florida	$9.31M	-$199K	8	0.03%	Reduced
173	SG Swarthmore Group Philadelphia, Pennsylvania	$9.14M	+$2.24M	1	2.18%	Increased
174	FIMG Financial & Investment Management Group Traverse City, Michigan	$9.03M	-$56.4K	1	2.9%	Reduced
175	PNC Financial Services Group Pittsburgh, Pennsylvania	$8.97M	+$5.77M	8	0.01%	Increased