← 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
DGM
Delta Global Management
New York
$14.6M +$5.67M 2 1.05% Increased
227
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$14.5M -$1.34M 4 0.23% Reduced
228
OGC
Oak Grove Capital
New Hampshire
$14.3M +$1.48M 1 2.99% Increased
229
Perpetual Ltd
Perpetual Ltd
Australia
$14.3M -$9.7M 2 0.17% Reduced
230
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$14.1M +$4.86M 2 0.34% Increased
231
TD Asset Management
TD Asset Management
Ontario, Canada
$13.7M -$1.43M 2 0.01% Reduced
232
STRS Ohio
STRS Ohio
Ohio
$13.7M +$1.09M 6 0.06% Increased
233
Amalgamated Bank
Amalgamated Bank
New York
$13.4M -$588K 8 0.11% Reduced
234
Graham Capital Management
Graham Capital Management
Connecticut
$13.3M -$1.65M 5 0.23% Reduced
235
CS
Central Securities
New York
$13M $0 1 1.24% Maintained
236
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$13M +$16.9M 1 0.24% Increased
237
Nissay Asset Management
Nissay Asset Management
Japan
$12.8M -$9.35M 3 0.08% Reduced
238
Man Group
Man Group
United Kingdom
$12.6M -$2.84M 4 0.03% Reduced
239
Pathstone Holdings
Pathstone Holdings
New Jersey
$12.4M -$1.52M 6 0.05% Reduced
240
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$12.4M +$878K 4 0.05% Increased
241
Fidelity International
Fidelity International
Bermuda
$12.2M -$117M 1 0.01% Reduced
242
Nomura Holdings
Nomura Holdings
Japan
$12.2M -$20.4M 4 0.02% Reduced
243
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$12.1M +$16.3M 5 0.82% Increased
244
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12.1M -$1.06M 5 0.05% Reduced
245
TCMG
TSP Capital Management Group
New Jersey
$12M +$38.2K 1 3.95% Increased
246
EP
Edgestream Partners
New Jersey
$11.8M +$16.2M 3 0.4% New
247
Calamos Advisors
Calamos Advisors
Illinois
$11.6M -$3.21M 4 0.05% Reduced
248
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$11.4M -$4.49M 5 0.02% Reduced
249
PEAK6
PEAK6
Illinois
$11.4M +$2.49M 4 0.03% Increased
250
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$11.4M +$98.7K 8 0.12% Increased