← 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
201	GAI General American Investors New York	$7.33M	+$8.36M	1	0.71%	New
202	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.33M	+$138K	6	0.09%	Increased
203	TPSF Texas Permanent School Fund Austin, Texas	$6.93M	-$572K	5	0.09%	Reduced
204	UBS AM Chicago, Illinois	$6.87M	-$10M	5	0.01%	Reduced
205	ACM Argent Capital Management St Louis, Missouri	$6.79M	-$3.3M	2	0.23%	Reduced
206	IIA IPG Investment Advisors San Diego, California	$6.75M	+$2.06M	1	2.81%	Increased
207	Curi RMB Capital Chicago, Illinois	$6.68M	-$467K	2	0.17%	Reduced
208	SCA Summit Creek Advisors Minneapolis, Minnesota	$6.63M	-$47.6K	1	1.24%	Reduced
209	AAM Aureus Asset Management Boston, Massachusetts	$6.61M	-$4.85M	2	1.02%	Reduced
210	SG Americas Securities New York	$6.57M	-$4.71M	6	0.06%	Reduced
211	ARTA A.R.T. Advisors New York	$6.49M	+$4.13M	3	0.29%	Increased
212	Raymond James Financial Services Advisors St. Petersburg, Florida	$6.44M	-$3.15M	5	0.04%	Reduced
213	LSV Asset Management Chicago, Illinois	$6.34M	+$3.38M	2	0.01%	Increased
214	MC Maplelane Capital New York	$6.33M	-$22.6M	2	0.14%	Reduced
215	STRS Ohio Columbus, Ohio	$6.16M	-$299K	4	0.03%	Reduced
216	PEAK6 Group Chicago, Illinois	$5.9M	-$8.23M	4	0.03%	Reduced
217	Sit Investment Associates Minneapolis, Minnesota	$5.88M	-$1.56M	2	0.14%	Reduced
218	Hancock Whitney Gulfport, Mississippi	$5.81M	+$1.18M	1	0.24%	Increased
219	Two Sigma Investments New York	$5.78M	-$15.8M	2	0.02%	Reduced
220	GPCM Granite Point Capital Management Boston, Massachusetts	$5.67M	-$3.92M	3	0.56%	Reduced
221	Winton Group London, United Kingdom	$5.67M	+$5.74M	1	0.16%	New
222	KPF K2 Principal Fund Toronto, Ontario, Canada	$5.62M	+$6.41M	1	0.41%	New
223	Group One Trading Chicago, Illinois	$5.61M	+$2.83M	6	0.04%	Increased
224	Citigroup New York	$5.55M	-$2.61M	9	0%	Reduced
225	Two Sigma Advisers New York	$5.49M	-$2.28M	4	0.01%	Reduced