← 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
MML Investors Services
MML Investors Services
Massachusetts
$2.97M -$14K 3 0.02% Reduced
352
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$2.97M $0 5 0.48% Maintained
353
BCM
Bayesian Capital Management
New York
$2.95M +$1.66M 2 0.43% Increased
354
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.92M +$38.9K 4 0.01% Increased
355
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$2.88M -$1.86M 2 0.06% Reduced
356
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.87M -$126K 1 0.02% Reduced
357
Phocas Financial Corp
Phocas Financial Corp
California
$2.86M +$2.83M 1 0.41% New
358
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$2.85M -$242K 3 0.08% Reduced
359
ProShare Advisors
ProShare Advisors
Maryland
$2.84M +$507K 8 0.01% Increased
360
Cetera Advisor Networks
Cetera Advisor Networks
California
$2.83M +$1.9M 5 0.02% Increased
361
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.8M +$1.39M 4 0.01% Increased
362
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$2.78M $0 3 0.06% Maintained
363
Castleark Management
Castleark Management
Illinois
$2.77M -$1.57M 1 0.14% Reduced
364
Xponance
Xponance
Pennsylvania
$2.73M +$215K 5 0.04% Increased
365
Kestra Advisory Services
Kestra Advisory Services
Texas
$2.64M +$318K 5 0.02% Increased
366
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$2.63M +$128K 1 0.08% Increased
367
APG Asset Management
APG Asset Management
Netherlands
$2.6M +$2.57M 1 0% New
368
CIA
Covington Investment Advisors
Pennsylvania
$2.59M +$82.6K 1 0.62% Increased
369
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$2.58M +$9.8K 2 0.24% Increased
370
Oppenheimer & Co
Oppenheimer & Co
New York
$2.56M -$806K 3 0.06% Reduced
371
Summit Partners
Summit Partners
Massachusetts
$2.55M $0 1 0.21% Maintained
372
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$2.55M +$2.38M 2 1.16% New
373
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$2.51M +$608K 5 0.01% Increased
374
MAP
Moody Aldrich Partners
Massachusetts
$2.49M -$3.11M 1 0.51% Reduced
375
Boenning & Scattergood
Boenning & Scattergood
Pennsylvania
$2.48M -$182K 1 0.4% Reduced