← 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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$22.9M -$2.59M 7 0.04% Reduced
177
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$22.7M +$3.18M 6 0.19% Increased
178
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$22.4M +$1.69M 10 0.19% Increased
179
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$22.4M -$217K 3 0.11% Reduced
180
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.4M +$4.83M 3 0.08% Increased
181
Congress Wealth Management
Congress Wealth Management
Massachusetts
$22.2M +$652K 1 0.49% Increased
182
WCMNY
Westchester Capital Management (New York)
New York
$22.2M +$8.82M 1 0.6% Increased
183
Allianz Asset Management
Allianz Asset Management
Germany
$22.1M +$394K 3 0.02% Increased
184
NPF
Norris Perne & French
Michigan
$22.1M +$9.05M 1 1.78% Increased
185
CS
Cisco Systems
California
$21.8M +$20.8M 1 8.37% New
186
Comerica Bank
Comerica Bank
Texas
$21M -$2.77M 5 0.15% Reduced
187
MPMG
Minneapolis Portfolio Management Group
Minnesota
$21M +$19.7M 1 2.38% New
188
Guggenheim Capital
Guggenheim Capital
Illinois
$20.9M +$1M 5 0.13% Increased
189
CCM
Cinctive Capital Management
New York
$20.6M +$8.26M 4 0.77% Increased
190
MAP
Managed Asset Portfolios
Michigan
$20.4M -$1.08M 1 2.8% Reduced
191
LMR Partners
LMR Partners
United Kingdom
$20M -$56.8M 4 0.23% Reduced
192
SIS
Susquehanna International Securities
Ireland
$19.1M -$50.1M 1 14.96% Reduced
193
Stifel Financial
Stifel Financial
Missouri
$19.1M -$3.32M 7 0.03% Reduced
194
LCG
Lisanti Capital Growth
New York
$18.8M +$15.7M 2 2.11% Increased
195
VI
Versor Investments
New York
$18.7M +$836K 4 0.7% Increased
196
ACM
AIGH Capital Management
Maryland
$18.4M +$2.6M 1 4.52% Increased
197
VOYA Investment Management
VOYA Investment Management
Georgia
$18.4M +$618K 7 0.04% Increased
198
Janus Henderson Group
Janus Henderson Group
$18.1M -$1.65M 6 0.01% Reduced
199
Amalgamated Bank
Amalgamated Bank
New York
$17.9M -$613K 8 0.14% Reduced
200
Amalgamated Financial
Amalgamated Financial
New York
$17.8M +$18.1M 7 0.14% New