← 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
HAM
Hillcrest Asset Management
Texas
$7.39M -$220K 1 1.31% Reduced
227
Los Angeles Capital Management
Los Angeles Capital Management
California
$7.38M -$10.5M 5 0.03% Reduced
228
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$7.33M -$27.6K 1 0.51% Reduced
229
Masters Capital Management
Masters Capital Management
Georgia
$7.31M +$1.53M 1 0.49% Increased
230
ZCM
Ziegler Capital Management
Illinois
$7.29M -$299K 1 0.28% Reduced
231
Voloridge Investment Management
Voloridge Investment Management
Florida
$7.17M +$462K 1 0.06% Increased
232
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$7.15M +$1.24M 4 0.31% Increased
233
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$7.15M -$8.34M 4 0.03% Reduced
234
Shelton Capital Management
Shelton Capital Management
Colorado
$7.08M +$3.96M 4 0.29% Increased
235
SGCIA
Smith Graham & Co Investment Advisors
Texas
$7.06M -$677K 1 0.8% Reduced
236
HCM
Horrell Capital Management
Arkansas
$7M -$2.2M 2 3.24% Reduced
237
TIM
Thompson Investment Management
Wisconsin
$6.93M -$111K 2 1.3% Reduced
238
Phoenix Financial
Phoenix Financial
Israel
$6.83M +$3.57M 2 0.29% Increased
239
Sit Investment Associates
Sit Investment Associates
Minnesota
$6.72M +$259K 1 0.2% Increased
240
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.58M -$4.36M 6 0.04% Reduced
241
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$6.46M $0 3 0.09% Maintained
242
BCC
Bridge City Capital
Oregon
$6.21M -$660K 2 2.97% Reduced
243
Nordea Investment Management
Nordea Investment Management
Sweden
$6.13M -$6.57M 1 0.01% Reduced
244
Boothbay Fund Management
Boothbay Fund Management
New York
$6.04M -$352K 5 0.37% Reduced
245
Whittier Trust
Whittier Trust
California
$6.03M +$4.74K 5 0.14% Increased
246
Artemis Investment Management
Artemis Investment Management
United Kingdom
$5.99M +$4.64M 1 0.08% Increased
247
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.97M +$125K 8 0.27% Increased
248
Calamos Advisors
Calamos Advisors
Illinois
$5.94M $0 1 0.04% Maintained
249
Balyasny Asset Management
Balyasny Asset Management
Illinois
$5.87M -$64.1M 2 0.04% Reduced
250
JGUA
John G. Ullman & Associates
New York
$5.87M -$599K 3 1.21% Reduced