← 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	American Century Companies Kansas City, Missouri	$9.15M	-$2.75M	2	0.01%	Reduced
177	Needham Investment Management New York	$9.15M	-$1.14M	2	2.76%	Reduced
178	UBS AM Chicago, Illinois	$9.1M	+$195K	7	0.01%	Increased
179	JGUA John G. Ullman & Associates Corning, New York	$8.92M	+$533K	2	1.62%	Increased
180	CCPM Cooper Creek Partners Management New York	$8.82M	+$285K	1	5.69%	Increased
181	Winton Group London, United Kingdom	$8.81M	+$7.9M	1	0.18%	New
182	Calamos Advisors Naperville, Illinois	$8.78M	+$297K	2	0.05%	Increased
183	Paradigm Capital Management Inc Albany, New York	$8.53M	+$5.8M	2	0.67%	Increased
184	IIA IPG Investment Advisors San Diego, California	$8.49M	+$32.2K	2	2.74%	Increased
185	BA Bard Associates Chicago, Illinois	$8.43M	-$97.7K	1	3.89%	Reduced
186	Dana Investment Advisors Waukesha, Wisconsin	$8.42M	+$8.09M	1	0.34%	New
187	Raymond James Financial Services Advisors St. Petersburg, Florida	$8.38M	+$1.3M	4	0.04%	Increased
188	Advisors Capital Management Ridgewood, New Jersey	$8.32M	-$837K	2	0.54%	Reduced
189	Citigroup New York	$8.28M	+$1.87M	9	0.01%	Increased
190	Lazard Asset Management New York	$8.09M	-$11.8M	1	0.01%	Reduced
191	HBK Investments Dallas, Texas	$8M	+$7.52M	2	0.06%	Increased
192	PP Patten & Patten Chattanooga, Tennessee	$7.88M	-$106K	2	0.78%	Reduced
193	PC Pier Capital Stamford, Connecticut	$7.8M	-$6.39M	1	0.98%	Reduced
194	Scout Investments Kansas City, Missouri	$7.77M	-$712K	1	0.16%	Reduced
195	TCM Tygh Capital Management Portland, Oregon	$7.76M	-$123K	1	1.27%	Reduced
196	TPSF Texas Permanent School Fund Austin, Texas	$7.74M	-$127K	5	0.11%	Reduced
197	PM Precept Management Dallas, Texas	$7.69M	+$7.39M	4	2.18%	New
198	Engineers Gate Manager New York	$7.56M	+$6.37M	4	0.58%	Increased
199	Federated Hermes Pittsburgh, Pennsylvania	$7.55M	+$463K	3	0.02%	Increased
200	Nomura Holdings Tokyo, Japan	$7.42M	+$3.69M	3	0.03%	Increased