← 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	Mutual of America Capital Management New York	$24.6M	+$444K	5	0.26%	Increased
177	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$24.1M	-$65K	2	1.75%	Reduced
178	Needham Investment Management New York	$23.8M	-$11.3M	3	1.83%	Reduced
179	LI Leeward Investments Boston, Massachusetts	$23.8M	-$71.3K	1	1.11%	Reduced
180	OGC Oak Grove Capital North Hampton, New Hampshire	$23M	-$295K	1	3.77%	Reduced
181	Public Employees Retirement Association of Colorado Denver, Colorado	$23M	-$47.1K	7	0.09%	Reduced
182	Peregrine Capital Management Minneapolis, Minnesota	$22.8M	+$44.9K	3	0.69%	Increased
183	SIC Schwartz Investment Counsel Plymouth, Michigan	$22.8M	+$3.69M	1	0.81%	Increased
184	Eagle Asset Management St Petersburg, Florida	$22.6M	-$9M	1	0.12%	Reduced
185	Squarepoint New York	$22.4M	-$16.8M	5	0.03%	Reduced
186	CM Crestline Management Fort Worth, Texas	$22.2M	+$13.1M	2	1.15%	Increased
187	Perpetual Ltd Sydney, New South Wales, Australia	$22M	-$40K	1	0.24%	Reduced
188	BNP Paribas Financial Markets Paris, France	$21.9M	+$8.84M	6	0.01%	Increased
189	GIP Granite Investment Partners El Segundo, California	$21.5M	-$1.34M	1	0.92%	Reduced
190	TB Terril Brothers St. Louis, Missouri	$21.5M	-$312K	1	7.1%	Reduced
191	MI MMCAP International Grand Cayman, Cayman Islands	$21.1M	+$5.91M	1	2.94%	Increased
192	Jefferies Financial Group New York	$20.9M	+$7.72M	4	0.15%	Increased
193	MetLife Investment Management Whippany, New Jersey	$20.9M	+$732K	9	0.12%	Increased
194	Panagora Asset Management Boston, Massachusetts	$20.5M	+$465K	3	0.1%	Increased
195	Fort Washington Investment Advisors Cincinnati, Ohio	$20.4M	+$2.74M	1	0.12%	Increased
196	Kornitzer Capital Management Shawnee Mission, Kansas	$20.4M	+$249K	2	0.38%	Increased
197	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$19.6M	$0	1	0.18%	Maintained
198	FMI F/M Investments Washington, District of Columbia	$19.4M	-$30.7K	2	0.61%	Reduced
199	TIM Thompson Investment Management Madison, Wisconsin	$19.3M	-$2.63M	2	2.75%	Reduced
200	HRT Financial New York	$19.2M	+$1.66M	4	0.1%	Increased