← 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	DBG De Burlo Group Boston, Massachusetts	$11.7M	+$3.62M	1	3.27%	Increased
177	EP Edgestream Partners Princeton, New Jersey	$11.4M	-$12.4M	1	1.05%	Reduced
178	Woodline Partners San Francisco, California	$11.4M	-$34.7M	4	0.81%	Reduced
179	RB Rodgers Brothers Harmony, Pennsylvania	$11.2M	-$666K	1	3.54%	Reduced
180	Los Angeles Capital Management Los Angeles, California	$11.1M	+$5.91M	3	0.07%	Increased
181	Jane Street New York	$10.8M	-$14.8M	4	0.01%	Reduced
182	BAPIM British Airways Pensions Investment Management London, United Kingdom	$10.5M	+$4.19M	1	0.55%	Increased
183	Canada Life Winnipeg, Manitoba, Canada	$10.4M	+$1.68M	7	0.03%	Increased
184	Robeco Institutional Asset Management Rotterdam, Netherlands	$10.3M	$0	1	0.04%	Maintained
185	Panagora Asset Management Boston, Massachusetts	$10.1M	+$3.22M	3	0.07%	Increased
186	GAI General American Investors New York	$9.95M	$0	1	1.35%	Maintained
187	VIG Vienna Insurance Group Warsaw, Poland	$9.89M	+$10.2M	1	12.49%	New
188	SIS Susquehanna International Securities Dublin, Ireland	$9.32M	+$3.15M	1	3.77%	Increased
189	WBC Westpac Banking Corp Sydney, Australia	$9.13M	+$83K	1	0.16%	Increased
190	Osaic Holdings Scottsdale, Arizona	$8.77M	+$9.55M	9	0.04%	New
191	HCM Horrell Capital Management Little Rock, Arkansas	$8.73M	+$2.41M	2	5.27%	Increased
192	SRC Shufro Rose & Co New York	$8.56M	-$48.5K	1	1.02%	Reduced
193	SCM Snow Capital Management Sewickley, Pennsylvania	$8.44M	-$2.45M	1	1.94%	Reduced
194	Stifel Financial St. Louis, Missouri	$8.34M	-$10.1M	6	0.02%	Reduced
195	Natixis Advisors Boston, Massachusetts	$8.25M	+$6.52M	4	0.07%	Increased
196	Impax Asset Management Group London, United Kingdom	$8.13M	-$4.43M	1	0.11%	Reduced
197	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$7.89M	-$79.3K	2	1.88%	Reduced
198	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.8M	$0	5	0.18%	Maintained
199	Walleye Trading New York	$7.64M	-$307K	6	0.06%	Reduced
200	Marshall Wace London, United Kingdom	$7.54M	-$1.9M	3	0.08%	Reduced