← 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
476
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$28.6M +$29.7M 1 0.5% New
477
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$28.5M -$2.72M 9 0.09% Reduced
478
CP
CenterBook Partners
Connecticut
$28.2M +$9.98M 4 1.39% Increased
479
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$28.2M +$10.8M 4 0.34% Increased
480
CC
Crosslink Capital
California
$28.1M +$22.8M 2 2.08% New
481
SI
Sora Investors
Pennsylvania
$28M -$24.8M 2 2.15% Reduced
482
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$28M -$1.58M 8 0.04% Reduced
483
AssetMark Inc
AssetMark Inc
California
$27.8M +$3.47M 10 0.05% Increased
484
Kennedy Capital Management
Kennedy Capital Management
Missouri
$27.8M -$73.9M 3 0.49% Reduced
485
ACA
Apis Capital Advisors
New York
$27.7M +$24.2M 1 2.7% Increased
486
1CM
1492 Capital Management
Wisconsin
$27.5M -$8.96M 4 8.11% Reduced
487
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$27.5M +$4.81M 4 0.57% Increased
488
TCMG
TSP Capital Management Group
New Jersey
$27.3M +$26.5M 1 6.53% New
489
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$27.2M +$2.25M 3 0.1% Increased
490
Yousif Capital Management
Yousif Capital Management
Michigan
$26.9M -$1.42M 6 0.3% Reduced
491
Allstate Corporation
Allstate Corporation
Illinois
$26.8M -$13.2M 6 0.27% Reduced
492
Erste Asset Management
Erste Asset Management
Austria
$26.7M +$18.6M 4 0.21% Increased
493
Macquarie Group
Macquarie Group
Australia
$26.6M +$3.81M 5 0.11% Increased
494
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$26.5M -$10.3M 5 0.18% Reduced
495
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$26.4M -$12.6M 3 0.11% Reduced
496
DCM
Dilation Capital Management
New York
$26.1M +$6.9M 3 10.52% Increased
497
Vident Advisory
Vident Advisory
Georgia
$26M +$4.47M 8 0.19% Increased
498
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$25.9M +$20.1M 3 0.6% Increased
499
Quadrant Capital Group
Quadrant Capital Group
Ohio
$25.9M -$84.1K 6 0.71% Reduced
500
HCS
Himension Capital (Singapore)
Singapore
$25.9M +$5.26M 8 1.59% Increased