← 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
KA
Kovack Advisors
Florida
$11.1M -$1.09M 5 1.21% Reduced
227
SFM
Systematic Financial Management
New Jersey
$11.1M +$2.35M 3 0.34% Increased
228
RHJA
Rice Hall James & Associates
California
$10.9M +$2.85M 4 0.4% Increased
229
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.9M -$7.46M 2 0.03% Reduced
230
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$10.7M -$9.64M 6 0.03% Reduced
231
SST
S Squared Technology
New York
$10.6M $0 1 4.82% Maintained
232
Group One Trading
Group One Trading
Illinois
$10.5M +$5.34M 7 0.01% Increased
233
SRC
Shufro Rose & Co
New York
$10.4M -$328K 1 0.81% Reduced
234
AIC
Ameritas Investment Company
Nebraska
$10.3M +$150K 2 0.48% Increased
235
BIAS
Beacon Investment Advisory Services
New Jersey
$10.3M -$1.35M 1 0.43% Reduced
236
Grimes & Company
Grimes & Company
Massachusetts
$10.2M +$11M 1 0.44% New
237
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$10.1M +$463K 10 0.01% Increased
238
TIM
Thompson Investment Management
Wisconsin
$9.78M +$589K 2 1.46% Increased
239
Masters Capital Management
Masters Capital Management
Georgia
$9.58M +$912K 1 0.4% Increased
240
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$9.37M $0 6 0.15% Maintained
241
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$9.14M $0 1 0.04% Maintained
242
Whittier Trust
Whittier Trust
California
$8.81M -$11.9K 5 0.16% Reduced
243
NPF
Norris Perne & French
Michigan
$8.77M +$9.65M 1 0.75% New
244
KAM
Kopion Asset Management
Texas
$8.71M -$20.2K 1 6.97% Reduced
245
HAM
Hillcrest Asset Management
Texas
$8.7M -$391K 1 1.25% Reduced
246
SEC
Seven Eight Capital
New York
$8.58M +$4.34M 2 0.83% Increased
247
JGUA
John G. Ullman & Associates
New York
$8.53M +$2.19M 4 1.16% Increased
248
Hantz Financial Services
Hantz Financial Services
Michigan
$8.51M +$1.21M 2 0.28% Increased
249
Calamos Advisors
Calamos Advisors
Illinois
$8.28M $0 1 0.04% Maintained
250
MAP
Moody Aldrich Partners
Massachusetts
$8.14M +$1.1M 1 1.03% Increased