← 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
351
FBP
Flippin Bruce & Porter
Virginia
$1.87M +$10.8K 1 0.35% Increased
352
HIM
Herald Investment Management
United Kingdom
$1.86M $0 2 0.48% Maintained
353
Sterling Capital Management
Sterling Capital Management
North Carolina
$1.85M +$1.66M 1 0.02% New
354
CPIM
Columbia Partners Investment Management
Virginia
$1.85M +$1.84M 1 0.47% New
355
Korea Investment Corp
Korea Investment Corp
South Korea
$1.83M -$350K 1 0.01% Reduced
356
EP
Elkfork Partners
Oregon
$1.82M +$347K 5 0.04% Increased
357
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.8M -$676K 2 0.02% Reduced
358
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$1.79M +$410K 4 0.17% Increased
359
Jennison Associates
Jennison Associates
New York
$1.77M -$1.09M 1 0% Reduced
360
PCM
Prelude Capital Management
New York
$1.77M +$911K 4 0.1% Increased
361
Manning & Napier Group
Manning & Napier Group
New York
$1.76M +$76.3K 1 0.02% Increased
362
M&T Bank
M&T Bank
New York
$1.73M +$457K 2 0.01% Increased
363
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.72M +$81.3K 1 0.01% Increased
364
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$1.69M +$118K 4 0.04% Increased
365
UBS O'Connor
UBS O'Connor
Illinois
$1.68M -$1.88M 2 0.04% Reduced
366
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$1.64M $0 2 0.03% Maintained
367
Barings
Barings
North Carolina
$1.63M $0 1 0.02% Maintained
368
USGIU
U.S. Global Investors (USGI)
Texas
$1.63M +$256K 1 0.79% Increased
369
HSBC Holdings
HSBC Holdings
United Kingdom
$1.62M +$627K 3 0% Increased
370
MCC
Malaga Cove Capital
California
$1.62M -$32.5K 1 0.88% Reduced
371
Holocene Advisors
Holocene Advisors
New York
$1.56M +$1.09M 2 0.03% Increased
372
Advisor Group
Advisor Group
Arizona
$1.55M +$388K 8 0.02% Increased
373
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$1.55M -$68.4K 2 0.02% Reduced
374
FBCM
Fort Baker Capital Management
California
$1.55M +$999K 1 0.91% Increased
375
LSCM
LaSalle Street Capital Management
Illinois
$1.54M +$278K 1 1.8% Increased