← 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
326
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$4.03M +$842K 5 0.02% Increased
327
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$4.01M +$4.02M 1 0.05% New
328
HW
Hedeker Wealth
Illinois
$3.97M -$1.26M 1 1.23% Reduced
329
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$3.94M +$7.14K 5 0.04% Increased
330
Madison Asset Management
Madison Asset Management
Wisconsin
$3.87M +$26.1K 1 0.05% Increased
331
IAS
IMA Advisory Services
Colorado
$3.86M +$31.4K 1 0.91% Increased
332
Markel Group
Markel Group
Virginia
$3.83M $0 1 0.05% Maintained
333
Giverny Capital
Giverny Capital
Quebec, Canada
$3.82M +$4.21M 1 0.23% New
334
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.81M $0 6 0.02% Maintained
335
BRWA
B. Riley Wealth Advisors
Florida
$3.81M +$284K 4 0.12% Increased
336
Oppenheimer & Co
Oppenheimer & Co
New York
$3.71M -$562K 3 0.07% Reduced
337
FIA
FNY Investment Advisers
New York
$3.71M +$1.34M 1 1.72% Increased
338
PCA
Providence Capital Advisors
North Carolina
$3.69M +$202K 1 1.15% Increased
339
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.68M +$377K 3 0.04% Increased
340
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$3.68M -$3.75M 7 0.02% Reduced
341
ProShare Advisors
ProShare Advisors
Maryland
$3.67M -$2.04M 5 0.01% Reduced
342
CS
Comerica Securities
Michigan
$3.66M +$171K 1 0.26% Increased
343
SAM
Sycomore Asset Management
France
$3.63M $0 1 0.53% Maintained
344
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$3.6M +$3.62M 1 0.07% New
345
WVP
Worth Venture Partners
New Jersey
$3.54M +$3.97M 1 1.59% New
346
CM
Crestline Management
Texas
$3.54M +$142K 1 0.33% Increased
347
TCM
Tieton Capital Management
Washington
$3.52M -$103K 1 1.91% Reduced
348
Engineers Gate Manager
Engineers Gate Manager
New York
$3.51M +$1.75M 5 0.2% Increased
349
Hancock Whitney
Hancock Whitney
Mississippi
$3.49M -$2.21M 3 0.12% Reduced
350
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$3.47M $0 5 0.47% Maintained