← 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.07M -$701K 6 0.01% Reduced
327
EP
Edgestream Partners
New Jersey
$4.03M +$1.07M 2 0.29% Increased
328
SP
Summit Partners
Massachusetts
$4.02M $0 1 0.15% Maintained
329
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.98M -$221K 3 0.02% Reduced
330
TCMG
TSP Capital Management Group
New Jersey
$3.94M -$3.72M 1 1.36% Reduced
331
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$3.87M +$1.95M 11 0.05% Increased
332
HAIM
Hunter Associates Investment Management
Pennsylvania
$3.84M +$300K 1 0.7% Increased
333
TD Asset Management
TD Asset Management
Ontario, Canada
$3.71M -$1.48M 2 0% Reduced
334
EGI
EAM Global Investors
California
$3.62M -$5.59M 1 0.87% Reduced
335
Hantz Financial Services
Hantz Financial Services
Michigan
$3.53M -$5.39M 3 0.08% Reduced
336
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$3.49M +$1.56M 1 0.22% Increased
337
Sit Investment Associates
Sit Investment Associates
Minnesota
$3.48M $0 2 0.09% Maintained
338
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$3.48M +$361K 5 0.2% Increased
339
SLG
Stanley-Laman Group
Pennsylvania
$3.42M +$107K 1 0.52% Increased
340
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$3.38M -$125K 3 0.02% Reduced
341
VARA
Value Aligned Research Advisors
New Jersey
$3.38M +$1.52M 1 0.85% Increased
342
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$3.36M $0 5 0.46% Maintained
343
Jefferies Financial Group
Jefferies Financial Group
New York
$3.26M +$1.96M 4 0.02% Increased
344
Allianz Asset Management
Allianz Asset Management
Germany
$3.22M -$195K 2 0.01% Reduced
345
LCM
Legato Capital Management
California
$3.2M -$169K 3 0.42% Reduced
346
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$3.18M -$1.08M 3 0.04% Reduced
347
Graham Capital Management
Graham Capital Management
Connecticut
$3.16M +$1.41M 5 0.07% Increased
348
GCP
GSA Capital Partners
United Kingdom
$3.15M -$767K 4 0.26% Reduced
349
CYG
Clean Yield Group
Vermont
$3.03M -$163K 1 1.28% Reduced
350
HVIA
Hudson Valley Investment Advisors
New York
$3.03M -$362K 1 0.42% Reduced