← 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
151
TCM
Tieton Capital Management
Washington
$7.93M -$49.3K 1 5% Reduced
152
Korea Investment Corp
Korea Investment Corp
South Korea
$7.67M -$1.45M 1 0.07% Reduced
153
WSA
Wall Street Associates
California
$7.42M -$13.1K 2 0.61% Reduced
154
AIM
Act II Management
New York
$7.39M +$3.86M 1 1.83% Increased
155
SCA
Summit Creek Advisors
Minnesota
$7.39M -$652K 1 1.34% Reduced
156
Janus Henderson Group
Janus Henderson Group
$7.31M -$25.5M 1 0.07% Reduced
157
Comerica Bank
Comerica Bank
Texas
$7.25M +$438K 5 0.06% Increased
158
Hancock Whitney
Hancock Whitney
Mississippi
$7.1M +$921K 1 0.29% Increased
159
Prudential Financial
Prudential Financial
New Jersey
$7.05M +$1.71M 4 0.01% Increased
160
RI
RWWM Inc
California
$6.96M -$6.68M 1 4.29% Reduced
161
TC
TFS Capital
Pennsylvania
$6.77M -$1.43M 5 0.32% Reduced
162
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$6.64M +$2.25K 3 0.05% Increased
163
OFC
Open Field Capital
United States
$6.58M +$6.69M 1 6.5% New
164
Nuveen
Nuveen
North Carolina
$6.42M +$1.24M 5 0.04% Increased
165
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$6.35M +$4.65M 2 0.03% Increased
166
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.35M -$1.49M 2 0.8% Reduced
167
SG Americas Securities
SG Americas Securities
New York
$6.29M -$6.92M 2 0.03% Reduced
168
VAS
Valicenti Advisory Services
New York
$6.29M +$4.81M 2 3.93% Increased
169
TCM
Tygh Capital Management
Oregon
$6.26M +$6.23M 1 1.31% New
170
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$6.23M $0 1 0.25% Maintained
171
Frontier Capital Management
Frontier Capital Management
Massachusetts
$6.2M -$90.6K 1 0.05% Reduced
172
PRCM
Pine River Capital Management
Minnesota
$6.17M +$4.95M 1 0.08% Increased
173
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$6.05M +$3.09M 2 0.07% Increased
174
Zacks Investment Management
Zacks Investment Management
Illinois
$5.87M -$1.83M 1 0.23% Reduced
175
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.86M -$17.8K 4 0.02% Reduced