← 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	EI EAM Investors Solana Beach, California	$8.24M	-$2.09M	2	1.08%	Reduced
177	NC Northpointe Capital Bloomfield Hills, Michigan	$8.22M	$0	2	1.08%	Maintained
178	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.15M	+$62.8K	8	0.06%	Increased
179	HCMT Highland Capital Management (Texas) Dallas, Texas	$8.13M	-$2.65M	1	0.26%	Reduced
180	GCM Goldman Capital Management New York	$8.06M	+$1.44M	1	6.26%	Increased
181	Stifel Financial St. Louis, Missouri	$7.9M	+$4.45M	4	0.04%	Increased
182	BNP Paribas Asset Management Paris, France	$7.81M	+$1.89M	2	0.07%	Increased
183	Sit Investment Associates Minneapolis, Minnesota	$7.77M	-$333K	1	0.15%	Reduced
184	State Board of Administration of Florida Retirement System Tallahassee, Florida	$7.62M	+$370K	6	0.03%	Increased
185	PCM Portolan Capital Management Boston, Massachusetts	$7.5M	+$4.97M	1	0.95%	Increased
186	TCM Tygh Capital Management Portland, Oregon	$7.38M	+$2.44M	2	2.07%	Increased
187	BBCM Boardman Bay Capital Management New York	$7.22M	+$3.53M	2	6.26%	Increased
188	State of Wisconsin Investment Board Madison, Wisconsin	$6.96M	+$442K	2	0.03%	Increased
189	Creative Planning Overland Park, Kansas	$6.88M	+$883K	8	0.06%	Increased
190	SC Selz Capital New York	$6.86M	$0	1	1.98%	Maintained
191	1CM 1492 Capital Management Milwaukee, Wisconsin	$6.78M	+$5.5M	5	4.92%	Increased
192	WSA Wall Street Associates Lajolla, California	$6.75M	-$1.13M	4	1.9%	Reduced
193	BNP Paribas Financial Markets Paris, France	$6.75M	+$210K	9	0.03%	Increased
194	Bridgeway Capital Management Houston, Texas	$6.72M	-$1.46M	4	0.13%	Reduced
195	First Trust Advisors Wheaton, Illinois	$6.71M	-$74.8K	4	0.02%	Reduced
196	ARM Adirondack Research & Management Guilderland, New York	$6.57M	-$611K	1	2.38%	Reduced
197	VAM Visium Asset Management New York	$6.44M	+$6.17M	2	0.1%	Increased
198	DILH Dai-ichi Life Holdings Tokyo, Japan	$6.41M	+$4.19M	3	0.2%	Increased
199	MCM McKinley Capital Management Anchorage, Alaska	$6.39M	+$4.26K	1	0.3%	Increased
200	Employees Retirement System of Texas Austin, Texas	$6.38M	-$313K	2	0.09%	Reduced