← 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
201	Zacks Investment Management Chicago, Illinois	$6.68M	+$133K	1	0.15%	Increased
202	MFAM Motley Fool Asset Management Alexandria, Virginia	$6.57M	$0	1	0.88%	Maintained
203	IECM Intrinsic Edge Capital Management Chicago, Illinois	$6.55M	-$4.88M	1	0.77%	Reduced
204	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.5M	+$1.07M	7	0.11%	Increased
205	Commonwealth Equity Services Waltham, Massachusetts	$6.44M	+$17.4K	4	0.03%	Increased
206	CCPM Cooper Creek Partners Management New York	$6.39M	+$1.84M	1	3.69%	Increased
207	Citigroup New York	$6.36M	-$4.53M	8	0.01%	Reduced
208	PNC Financial Services Group Pittsburgh, Pennsylvania	$6.2M	-$2.5M	9	0.01%	Reduced
209	FIMG Financial & Investment Management Group Traverse City, Michigan	$6.17M	-$3.42M	1	1.95%	Reduced
210	Federated Hermes Pittsburgh, Pennsylvania	$6.14M	+$2.25M	2	0.02%	Increased
211	ORI Oak Ridge Investments Chicago, Illinois	$6.1M	-$384K	1	0.35%	Reduced
212	Two Sigma Investments New York	$6.09M	-$3.46M	2	0.02%	Reduced
213	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6M	+$388K	1	3.27%	Increased
214	Sculptor Capital New York	$5.99M	+$4.97M	2	0.03%	New
215	ARTA A.R.T. Advisors New York	$5.87M	+$2.97M	4	0.24%	Increased
216	VOYA Investment Management Atlanta, Georgia	$5.79M	-$721K	8	0.01%	Reduced
217	HighTower Advisors Chicago, Illinois	$5.69M	-$372K	2	0.04%	Reduced
218	BNP Paribas Financial Markets Paris, France	$5.56M	-$2.4M	9	0.01%	Reduced
219	HL Financial Services Louisville, Kentucky	$5.46M	+$419K	2	0.09%	Increased
220	Bridgeway Capital Management Houston, Texas	$5.37M	+$216K	2	0.05%	Increased
221	GFA Gifford Fong Associates Lafayette, California	$5.36M	$0	1	1.85%	Maintained
222	Adage Capital Partners Boston, Massachusetts	$5.3M	+$5.39M	1	0.01%	New
223	WC Wexford Capital West Palm Beach, Florida	$5.3M	+$5.46M	2	0.34%	New
224	STRS Ohio Columbus, Ohio	$5.3M	-$363K	3	0.02%	Reduced
225	Pacer Advisors Malvern, Pennsylvania	$5.27M	+$4.32M	3	0.24%	Increased