← 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
301	DC Deere & Company Moline, Illinois	$1.8M	+$596K	4	0.1%	Increased
302	Mutual of America Capital Management New York	$1.79M	+$186K	1	0.04%	Increased
303	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.7M	+$288K	2	0.06%	Increased
304	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.68M	$0	1	0.01%	Maintained
305	M&T Bank Buffalo, New York	$1.64M	+$103K	4	0.01%	Increased
306	HHC Hutchin Hill Capital New York	$1.63M	+$1.58M	2	0.04%	New
307	Asset Management One Tokyo, Japan	$1.63M	+$1.39M	4	0.02%	Increased
308	Dana Investment Advisors Waukesha, Wisconsin	$1.63M	+$372K	1	0.08%	Increased
309	PRC Platte River Capital Denver, Colorado	$1.62M	-$57.1K	1	0.82%	Reduced
310	Freestone Capital Holdings Seattle, Washington	$1.62M	+$1.73M	1	0.26%	New
311	Capital Fund Management (CFM) Paris, France	$1.57M	-$5.98M	2	0.02%	Reduced
312	NCM Newland Capital Management New York	$1.57M	-$4.13M	2	1.28%	Reduced
313	Wasatch Advisors Salt Lake City, Utah	$1.56M	-$160K	1	0.02%	Reduced
314	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.55M	+$84.4K	3	0.07%	Increased
315	FMT First Mercantile Trust Cordova, Tennessee	$1.55M	+$719K	3	0.13%	Increased
316	Axa Paris, France	$1.54M	+$1.51M	1	0.01%	New
317	Profund Advisors Bethesda, Maryland	$1.54M	-$3.02K	2	0.06%	Reduced
318	CC Curian Capital Denver, Colorado	$1.53M	+$144K	1	0.03%	Increased
319	Legal & General Group London, United Kingdom	$1.52M	+$172K	6	0%	Increased
320	RCM Rotella Capital Management Bellevue, Washington	$1.48M	+$1.33M	2	1.22%	Increased
321	TI Turner Investments Berwyn, Pennsylvania	$1.48M	+$1.43M	2	0.27%	Increased
322	CAM CMT Asset Management Chicago, Illinois	$1.47M	-$1.09M	1	0.09%	Reduced
323	LPL Financial San Diego, California	$1.45M	+$153K	3	0.01%	Increased
324	Panagora Asset Management Boston, Massachusetts	$1.43M	+$1.09M	2	0.01%	Increased
325	Employees Retirement System of Texas Austin, Texas	$1.42M	-$960K	1	0.02%	Reduced