← 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
Needham Investment Management
Needham Investment Management
New York
$15.6M -$5.18M 3 3.33% Reduced
177
TPSF
Texas Permanent School Fund
Texas
$15.2M -$1.25M 5 0.24% Reduced
178
LPL Financial
LPL Financial
California
$15.1M +$4.95M 5 0.03% Increased
179
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$15M -$2.1M 4 0.06% Reduced
180
RB
Rodgers Brothers
Pennsylvania
$14.8M -$3.1M 1 4.01% Reduced
181
CGM
Capital Growth Management
Massachusetts
$14.5M +$12.5M 1 1.69% New
182
MetLife Investment Management
MetLife Investment Management
New Jersey
$14.5M -$1.88M 7 0.17% Reduced
183
Eventide Asset Management
Eventide Asset Management
Massachusetts
$14.5M +$13.3M 1 0.31% New
184
US Bancorp
US Bancorp
Minnesota
$14.4M +$7.28M 6 0.04% Increased
185
Franklin Resources
Franklin Resources
California
$14.3M -$94M 2 0.01% Reduced
186
Woodline Partners
Woodline Partners
California
$14.1M +$574K 3 0.56% Increased
187
PCM
Portolan Capital Management
Massachusetts
$14M +$9.79M 1 1.6% Increased
188
NSGL
No Street GP LP
California
$13.8M -$8.38M 1 1.78% Reduced
189
SRC
Shufro Rose & Co
New York
$13.8M -$286K 1 1.37% Reduced
190
Allianz Asset Management
Allianz Asset Management
Germany
$13.8M +$11.5M 3 0.02% Increased
191
PP
Paloma Partners
Connecticut
$13.7M +$10.7M 7 0.24% Increased
192
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$13.6M +$12M 7 0.35% Increased
193
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$13.5M +$3.68M 5 0.04% Increased
194
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$13.5M +$12.7M 1 0.65% New
195
Braun Stacey Associates
Braun Stacey Associates
New York
$13.5M +$11.3M 1 0.78% New
196
SIS
Susquehanna International Securities
Ireland
$13.5M +$199K 1 5.58% Increased
197
GAI
General American Investors
New York
$13M +$1.9M 1 1.65% Increased
198
AAP
Ardsley Advisory Partners
Connecticut
$13M +$12.1M 2 2.76% New
199
Nordea Investment Management
Nordea Investment Management
Sweden
$12.9M +$6.08M 1 0.01% Increased
200
Stifel Financial
Stifel Financial
Missouri
$12.8M +$1.49M 6 0.03% Increased