← 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
251
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$6.43M +$113K 7 0.01% Increased
252
FVCM
F&V Capital Management
Florida
$6.42M -$102K 1 2.2% Reduced
253
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$6.2M -$40.6M 4 0.05% Reduced
254
BCC
Bridge City Capital
Oregon
$6.17M -$43.7K 3 3.12% Reduced
255
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$6.14M +$33.8K 3 0.03% Increased
256
AGF Management
AGF Management
Ontario, Canada
$6.1M -$817K 2 0.04% Reduced
257
SC
Skylands Capital
Wisconsin
$5.99M -$99.6K 1 0.91% Reduced
258
AE Wealth Management
AE Wealth Management
Kansas
$5.95M +$2.94M 2 0.04% Increased
259
GIP
Granite Investment Partners
California
$5.92M +$1.54M 1 0.25% Increased
260
US Bancorp
US Bancorp
Minnesota
$5.91M -$405K 8 0.01% Reduced
261
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.83M $0 5 0.01% Maintained
262
HB Wealth Management
HB Wealth Management
Georgia
$5.79M +$4.7M 2 0.09% Increased
263
CCS
Concentric Capital Strategies
Connecticut
$5.78M -$11.6K 2 0.6% Reduced
264
Nordea Investment Management
Nordea Investment Management
Sweden
$5.76M -$75.6K 1 0.01% Reduced
265
KA
Kovack Advisors
Florida
$5.75M -$4.29M 5 0.8% Reduced
266
PAM
Pinpoint Asset Management
Hong Kong
$5.65M -$14.3M 2 1.32% Reduced
267
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.63M -$243K 5 0.13% Reduced
268
PMEF
Point72 Middle East FZE
United Arab Emirates
$5.56M +$5.56M 2 0.18% Increased
269
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$5.46M -$227K 5 0.08% Reduced
270
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$5.43M -$1.46M 4 0.07% Reduced
271
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$5.43M -$1.46M 4 0.07% Reduced
272
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.41M -$790K 10 0% Reduced
273
CI Investments Inc
CI Investments Inc
Ontario, Canada
$5.36M +$4.99M 3 0.03% Increased
274
SWM
Segment Wealth Management
Texas
$5.31M $0 1 0.54% Maintained
275
VDBMI
Van Den Berg Management I
Texas
$5.31M +$752K 1 1.86% Increased