← 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
226	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.23M	+$73.5K	3	0.07%	Increased
227	Jane Street New York	$6.22M	-$8.67M	4	0.02%	Reduced
228	TCM Tieton Capital Management Yakima, Washington	$6.12M	-$276K	1	5.27%	Reduced
229	STRS Ohio Columbus, Ohio	$6.04M	+$2.52M	4	0.03%	Increased
230	Algert Global San Francisco, California	$5.97M	+$1.48M	2	1.37%	Increased
231	FRM Foundation Resource Management Little Rock, Arkansas	$5.96M	-$22.6K	1	0.99%	Reduced
232	Arizona State Retirement System Phoenix, Arizona	$5.93M	+$709K	5	0.07%	Increased
233	MFAM Motley Fool Asset Management Alexandria, Virginia	$5.86M	$0	1	1.18%	Maintained
234	Segall Bryant & Hamill Chicago, Illinois	$5.78M	-$93.2K	1	0.13%	Reduced
235	AssetMark Inc Concord, California	$5.71M	+$3.15M	4	0.06%	Increased
236	NC Northpointe Capital Bloomfield Hills, Michigan	$5.66M	-$5.2M	1	0.61%	Reduced
237	Kornitzer Capital Management Shawnee Mission, Kansas	$5.66M	+$2.32M	1	0.1%	Increased
238	JGUA John G. Ullman & Associates Corning, New York	$5.58M	+$762K	2	1.09%	Increased
239	QF QVT Financial New York	$5.58M	+$5.06M	1	0.21%	New
240	Crossmark Global Holdings Houston, Texas	$5.56M	+$5.71M	6	0.14%	New
241	QS Investors New York	$5.35M	+$2.17M	3	0.04%	Increased
242	Carson Wealth (CWM LLC) Omaha, Nebraska	$5.24M	+$1.81M	5	0.25%	Increased
243	LSV Asset Management Chicago, Illinois	$5.14M	-$191K	1	0.01%	Reduced
244	CEP Chicago Equity Partners Chicago, Illinois	$5.12M	+$105K	3	0.16%	Increased
245	CAM Chou Associates Management Toronto, Ontario, Canada	$5.08M	-$2.49M	1	1.78%	Reduced
246	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$5.06M	+$1.18M	4	0.02%	Increased
247	AIS AlphaOne Investment Services West Chester, Pennsylvania	$5.05M	-$4.23M	3	1.34%	Reduced
248	Bank of Nova Scotia Toronto, Ontario, Canada	$5.02M	+$853K	3	0.03%	Increased
249	CC Colrain Capital Boston, Massachusetts	$4.78M	+$1.19M	1	2.2%	Increased
250	NIMC NWQ Investment Management Company Los Angeles, California	$4.77M	-$165K	1	0.06%	Reduced