← 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
176
SCM
SG Capital Management
Illinois
$6.79M -$21.5M 1 1.98% Reduced
177
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.7M -$666K 6 0% Reduced
178
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.5M +$2.58M 1 0.66% Increased
179
Comerica Bank
Comerica Bank
Texas
$6.49M -$5.59M 4 0.05% Reduced
180
Trexquant Investment
Trexquant Investment
Connecticut
$6.33M +$4.84M 5 0.65% Increased
181
Prudential Financial
Prudential Financial
New Jersey
$6.18M +$25K 4 0.01% Increased
182
Scout Investments
Scout Investments
Missouri
$6.14M +$66.6K 2 0.1% Increased
183
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$6.03M +$897K 5 0.05% Increased
184
PP
Patten & Patten
Tennessee
$6M +$1.03M 1 0.86% Increased
185
AAM
Aureus Asset Management
Massachusetts
$5.89M +$5.29M 1 1.35% New
186
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.86M -$79.3K 4 0.02% Reduced
187
Emerald Advisers
Emerald Advisers
Pennsylvania
$5.85M +$5.22M 1 0.29% New
188
ICRM
Insight Capital Research & Management
California
$5.82M +$1.6M 2 1.46% Increased
189
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$5.64M -$7.78M 1 0.31% Reduced
190
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$5.56M +$1.17M 1 0.02% Increased
191
SC
Selz Capital
New York
$5.55M +$4.39M 1 0.96% New
192
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$5.39M -$31.9K 2 0.04% Reduced
193
ARM
Adirondack Research & Management
New York
$5.33M -$75.1K 1 2.07% Reduced
194
SLG
Stanley-Laman Group
Pennsylvania
$5.27M +$995K 1 0.96% Increased
195
Advent Capital Management
Advent Capital Management
New York
$5.2M +$1.04M 1 0.08% Increased
196
ACM
Argent Capital Management
Missouri
$5.13M +$157K 1 0.23% Increased
197
NCCM
Nine Chapters Capital Management
New Jersey
$5.13M -$1.03M 5 0.44% Reduced
198
VAS
Valicenti Advisory Services
New York
$5.11M -$2.91M 2 3.19% Reduced
199
TCM
Tieton Capital Management
Washington
$4.96M +$101K 1 3.72% Increased
200
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.91M +$4.37M 1 0.4% New