← 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
376
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.58M -$35.5K 6 0.02% Reduced
377
Congress Asset Management
Congress Asset Management
Massachusetts
$1.57M +$986K 1 0.03% Increased
378
SCM
Suffolk Capital Management
New York
$1.57M +$350K 1 0.21% Increased
379
TD Asset Management
TD Asset Management
Ontario, Canada
$1.56M -$676K 3 0% Reduced
380
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.53M -$26.7K 7 0% Reduced
381
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.52M $0 1 0.01% Maintained
382
HCM
Horrell Capital Management
Arkansas
$1.52M -$1.45M 2 0.94% Reduced
383
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$1.51M +$53.3K 1 0.06% Increased
384
Marshall Wace
Marshall Wace
United Kingdom
$1.49M -$6.74M 1 0.07% Reduced
385
KeyBank National Association
KeyBank National Association
Ohio
$1.47M +$126K 1 0.01% Increased
386
DnB Asset Management
DnB Asset Management
Norway
$1.45M +$1.2M 1 0.02% New
387
DTL
Dynamic Technology Lab
Singapore
$1.44M -$242K 3 0.34% Reduced
388
SSWM
Sheets Smith Wealth Management
North Carolina
$1.44M +$356K 2 0.38% Increased
389
ARM
Adirondack Research & Management
New York
$1.42M -$845K 1 0.51% Reduced
390
Boothbay Fund Management
Boothbay Fund Management
New York
$1.42M +$835K 3 0.26% Increased
391
PCMI
Princeton Capital Management Inc
New Jersey
$1.39M -$98.2K 2 0.88% Reduced
392
Suntrust Banks
Suntrust Banks
Georgia
$1.38M -$324K 3 0.01% Reduced
393
Marshall Wace North America
Marshall Wace North America
New York
$1.37M +$1.4M 2 0.01% New
394
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.36M +$1.58M 1 0.01% New
395
HP
Harvey Partners
New York
$1.35M +$1.26M 1 1.63% New
396
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.35M -$2.79M 1 0.01% Reduced
397
M&T Bank
M&T Bank
New York
$1.33M +$810K 2 0.01% Increased
398
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.32M -$119K 2 0.01% Reduced
399
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M +$1.3M 3 0.02% New
400
ZIM
ZPR Investment Management
Florida
$1.31M +$924K 1 2.14% New