← 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
401
FCA
FinTrust Capital Advisors
South Carolina
$1.97M $0 2 0.47% Maintained
402
Vident Investment Advisory
Vident Investment Advisory
Georgia
$1.96M -$37.9K 5 0.07% Reduced
403
Allianz Asset Management
Allianz Asset Management
Germany
$1.91M -$4.3M 2 0% Reduced
404
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$1.91M +$1.31M 1 0.03% New
405
VCM
Voce Capital Management
California
$1.9M $0 1 3.28% Maintained
406
Natixis
Natixis
France
$1.9M -$508K 3 0.02% Reduced
407
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.88M -$1.14M 3 0.01% Reduced
408
Putnam Investments
Putnam Investments
Massachusetts
$1.87M +$80.7K 2 0% Increased
409
WIM
Westside Investment Management
California
$1.86M -$73.1K 2 0.53% Reduced
410
TSS
Two Sigma Securities
New York
$1.86M +$19.6K 3 0.03% Increased
411
RIL
Rothschild Investment LLC
Illinois
$1.86M -$502K 2 0.15% Reduced
412
SAM
Securian Asset Management
Minnesota
$1.84M -$27.9K 4 0.05% Reduced
413
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.81M -$295K 5 0.02% Reduced
414
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.81M +$6K 3 0.01% Increased
415
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$1.78M $0 1 0.6% Maintained
416
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$1.78M $0 1 0.05% Maintained
417
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$1.78M -$495K 5 0.05% Reduced
418
Creative Planning
Creative Planning
Kansas
$1.77M +$136K 6 0% Increased
419
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.77M $0 1 0.01% Maintained
420
MI
MMCAP International
Cayman Islands
$1.75M -$227K 1 0.58% Reduced
421
LSC
Lesa Sroufe & Co
Washington
$1.74M -$11.4K 1 1.85% Reduced
422
IECM
Intrinsic Edge Capital Management
Illinois
$1.73M $0 1 0.12% Maintained
423
CAM
Cubic Asset Management
Massachusetts
$1.72M +$37.1K 1 0.46% Increased
424
Oppenheimer & Co
Oppenheimer & Co
New York
$1.71M -$836K 3 0.03% Reduced
425
GP
Girard Partners
Pennsylvania
$1.7M -$277K 1 0.18% Reduced