← 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	STRS Ohio Columbus, Ohio	$5.66M	-$126K	3	0.02%	Reduced
227	HL Financial Services Louisville, Kentucky	$5.56M	+$688K	2	0.09%	Increased
228	Capital Markets Trading (UK) London, United Kingdom	$5.49M	+$3.39M	1	0.27%	Increased
229	BCM Bayesian Capital Management Brooklyn, New York	$5.47M	+$2.88M	4	0.9%	Increased
230	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.43M	+$60.5K	5	0.11%	Increased
231	Sit Investment Associates Minneapolis, Minnesota	$5.43M	-$466K	1	0.14%	Reduced
232	Hancock Whitney Gulfport, Mississippi	$5.26M	+$2.41M	2	0.15%	Increased
233	FSCM Front Street Capital Management Missoula, Montana	$5.26M	+$2.39M	2	1.81%	Increased
234	QS Investors New York	$5.25M	+$644	3	0.05%	Increased
235	Trexquant Investment Stamford, Connecticut	$5.15M	+$994K	4	0.39%	Increased
236	FCM Firsthand Capital Management San Jose, California	$4.73M	$0	1	2.23%	Maintained
237	Nuveen Charlotte, North Carolina	$4.68M	-$337K	2	0.02%	Reduced
238	HCMT Highland Capital Management (Texas) Dallas, Texas	$4.67M	-$178K	2	0.26%	Reduced
239	Stifel Financial St. Louis, Missouri	$4.63M	+$24.4K	5	0.01%	Increased
240	BlueCrest Capital Management St Helier, Jersey	$4.63M	+$2.62M	3	0.12%	Increased
241	Brandywine Global Investment Management Philadelphia, Pennsylvania	$4.61M	-$471K	1	0.03%	Reduced
242	Eaton Vance Management Boston, Massachusetts	$4.57M	+$2.05M	3	0.01%	Increased
243	Ameritas Investment Partners Lincoln, Nebraska	$4.43M	-$25K	8	0.2%	Reduced
244	HA Heartland Advisors Milwaukee, Wisconsin	$4.43M	+$1.97M	1	0.3%	Increased
245	Crossmark Global Holdings Houston, Texas	$4.38M	+$322K	5	0.11%	Increased
246	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.3M	-$59.8K	1	0.34%	Reduced
247	PAM PVG Asset Management Golden, Colorado	$4.22M	+$4.2M	1	3.02%	New
248	HCM Horrell Capital Management Little Rock, Arkansas	$4.21M	+$278K	2	2.08%	Increased
249	EI EAM Investors Solana Beach, California	$4.17M	+$3.75M	2	0.62%	New
250	WPC White Pine Capital Bloomington, Minnesota	$4.15M	+$582K	4	1.46%	Increased