← 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
176	PP Patten & Patten Chattanooga, Tennessee	$7.46M	+$202K	1	1.03%	Increased
177	Putnam Investments Boston, Massachusetts	$7.27M	+$4.4M	3	0.02%	Increased
178	SRC Shufro Rose & Co New York	$7.22M	+$1.55M	1	0.8%	Increased
179	HBK Investments Dallas, Texas	$7.15M	-$249K	4	0.05%	Reduced
180	Sit Investment Associates Minneapolis, Minnesota	$7.12M	+$351K	2	0.19%	Increased
181	SFM Systematic Financial Management Teaneck, New Jersey	$6.98M	+$15K	2	0.1%	Increased
182	RAM RWC Asset Management London, United Kingdom	$6.89M	+$6.23M	1	0.44%	New
183	Highbridge Capital Management New York	$6.86M	+$186K	5	0.11%	Increased
184	FRM Foundation Resource Management Little Rock, Arkansas	$6.75M	$0	1	1.26%	Maintained
185	ACM Altalis Capital Management New York	$6.73M	+$4.21M	1	4.82%	Increased
186	1CM 1492 Capital Management Milwaukee, Wisconsin	$6.64M	-$1.95M	5	5.96%	Reduced
187	BNP Paribas Asset Management Paris, France	$6.63M	+$28.4K	2	0.06%	Increased
188	SG Americas Securities New York	$6.63M	-$493K	3	0.05%	Reduced
189	Societe Generale	$6.63M	+$6.72M	3	0.05%	New
190	Westfield Capital Management Boston, Massachusetts	$6.54M	-$38.1M	1	0.05%	Reduced
191	State Board of Administration of Florida Retirement System Tallahassee, Florida	$6.49M	-$363K	7	0.02%	Reduced
192	SAM Symphony Asset Management San Francisco, California	$6.44M	-$793K	3	0.69%	Reduced
193	Fred Alger Management New York	$6.4M	-$7.21M	1	0.03%	Reduced
194	Great Lakes Advisors Chicago, Illinois	$6.39M	-$695K	1	0.17%	Reduced
195	SCM Suffolk Capital Management New York	$6.35M	+$2.55M	3	0.82%	Increased
196	CCPM Cooper Creek Partners Management New York	$6.14M	+$6.23M	1	3.88%	New
197	CC Colrain Capital Boston, Massachusetts	$6.14M	+$6.65M	3	1.22%	New
198	AAP Ardsley Advisory Partners Stamford, Connecticut	$6.13M	-$12.1M	1	1.06%	Reduced
199	State of Wisconsin Investment Board Madison, Wisconsin	$6M	-$513K	1	0.02%	Reduced
200	TCM Tieton Capital Management Yakima, Washington	$5.89M	-$320K	1	5.73%	Reduced