← 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
276	PCA Providence Capital Advisors Charlotte, North Carolina	$5.29M	-$47.6K	1	1.38%	Reduced
277	HCM Hodges Capital Management Dallas, Texas	$5.21M	+$6.56M	1	0.62%	New
278	KTA Keeley-Teton Advisors Chicago, Illinois	$5.18M	+$2.22M	3	0.73%	Increased
279	CloudAlpha Capital Management Hong Kong	$5.05M	-$15.2M	3	0.27%	Reduced
280	SRC Shufro Rose & Co New York	$5.03M	+$503K	1	0.47%	Increased
281	FDS First Dallas Securities Dallas, Texas	$4.95M	+$6.23M	1	1.13%	New
282	LMR Partners London, United Kingdom	$4.9M	+$1.11M	1	0.06%	Increased
283	Jump Financial Chicago, Illinois	$4.87M	+$117K	6	0.18%	Increased
284	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$4.86M	-$46.1K	1	0.6%	Reduced
285	HRT Financial New York	$4.81M	+$2.5M	4	0.05%	Increased
286	CM Crestline Management Fort Worth, Texas	$4.78M	-$2.37M	1	0.56%	Reduced
287	TD Asset Management Toronto, Ontario, Canada	$4.75M	-$336K	4	0.01%	Reduced
288	BCM Bayesian Capital Management Brooklyn, New York	$4.59M	+$4.54M	3	0.52%	New
289	State of Michigan Retirement System Lansing, Michigan	$4.5M	-$186K	4	0.03%	Reduced
290	First Manhattan New York	$4.42M	-$140K	5	0.02%	Reduced
291	MAP Moody Aldrich Partners Marblehead, Massachusetts	$4.38M	-$1.05M	2	0.83%	Reduced
292	KBC Group Brussels, Belgium	$4.37M	+$443K	5	0.02%	Increased
293	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$4.26M	+$62.2K	2	2.22%	Increased
294	PHS Pekin Hardy Strauss Chicago, Illinois	$4.25M	-$647K	2	0.67%	Reduced
295	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.2M	-$5.85M	5	0.03%	Reduced
296	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.17M	-$53.6K	4	0.11%	Reduced
297	Zurich Cantonal Bank Zurich, Switzerland	$4.13M	+$735K	8	0.02%	Increased
298	AGAM Avalon Global Asset Management San Francisco, California	$4.11M	-$1.48M	1	1.61%	Reduced
299	CAPTRUST Financial Advisors Raleigh, North Carolina	$4.11M	-$272K	7	0.02%	Reduced
300	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$4.07M	-$450K	4	0.11%	Reduced