← 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	TCM Timpani Capital Management Milwaukee, Wisconsin	$9.88M	+$1.56M	2	3.93%	Increased
177	Stephens Investment Management Group Houston, Texas	$9.75M	-$47.8K	1	0.29%	Reduced
178	SRC Shufro Rose & Co New York	$9.47M	+$86.7K	1	1.06%	Increased
179	MFAM Motley Fool Asset Management Alexandria, Virginia	$9.4M	-$5.04M	1	2.07%	Reduced
180	SEI Investments Oaks, Pennsylvania	$9.22M	+$3.48M	6	0.05%	Increased
181	SC Selz Capital New York	$9.17M	+$124K	1	2.14%	Increased
182	Canada Life Winnipeg, Manitoba, Canada	$9.1M	+$1.42M	7	0.03%	Increased
183	UBS Group Zurich, Switzerland	$9.07M	-$1.32M	9	0.01%	Reduced
184	Adage Capital Partners Boston, Massachusetts	$8.98M	+$7.07M	1	0.02%	New
185	CPIM Columbia Partners Investment Management Alexandria, Virginia	$8.88M	+$7M	1	0.7%	New
186	SFM Systematic Financial Management Teaneck, New Jersey	$8.42M	-$1.51M	2	0.12%	Reduced
187	Citigroup New York	$8.39M	-$574K	9	0.01%	Reduced
188	Teacher Retirement System of Texas Austin, Texas	$8.35M	+$7.59M	3	0.06%	Increased
189	Sit Investment Associates Minneapolis, Minnesota	$8.34M	-$70.9K	2	0.22%	Reduced
190	Great Lakes Advisors Chicago, Illinois	$8.26M	+$1.64M	1	0.22%	Increased
191	CC Cipher Capital New York	$8.22M	+$4.03M	3	0.51%	Increased
192	MHP Manatuck Hill Partners Westport, Connecticut	$7.99M	-$806K	2	3.19%	Reduced
193	State Board of Administration of Florida Retirement System Tallahassee, Florida	$7.81M	-$39.9K	7	0.02%	Reduced
194	Kornitzer Capital Management Shawnee Mission, Kansas	$7.47M	-$14.4M	1	0.13%	Reduced
195	Amundi Asset Management US Boston, Massachusetts	$7.45M	+$5.87M	1	0.03%	New
196	PP Patten & Patten Chattanooga, Tennessee	$7.43M	-$154K	1	0.96%	Reduced
197	NIMC NWQ Investment Management Company Los Angeles, California	$7.19M	-$932K	1	0.1%	Reduced
198	CAM Cortina Asset Management Milwaukee, Wisconsin	$7.08M	+$3.13M	1	0.31%	Increased
199	Scout Investments Kansas City, Missouri	$7.02M	+$225K	3	0.2%	Increased
200	FRM Foundation Resource Management Little Rock, Arkansas	$6.87M	-$2.84K	1	1.23%	Reduced