← 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
Osaic Holdings
Osaic Holdings
Arizona
$16.2M +$928K 12 0.04% Increased
202
NPF
Norris Perne & French
Michigan
$15.7M +$195K 1 1.5% Increased
203
Allianz Asset Management
Allianz Asset Management
Germany
$15.3M -$563K 3 0.01% Reduced
204
DZ Bank
DZ Bank
Germany
$15.1M -$4.14M 2 0.03% Reduced
205
MPMG
Minneapolis Portfolio Management Group
Minnesota
$15.1M +$403K 1 2.17% Increased
206
JGC
J. Goldman & Co
New York
$14.8M +$16.8M 1 0.72% New
207
Braun Stacey Associates
Braun Stacey Associates
New York
$14.7M +$3.72M 1 0.84% Increased
208
MetLife Investment Management
MetLife Investment Management
New Jersey
$14.7M -$2.97M 9 0.11% Reduced
209
Amalgamated Bank
Amalgamated Bank
New York
$14.6M +$1.23M 9 0.14% Increased
210
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.6M +$2.86M 5 0.06% Increased
211
DG
DigitalBridge Group
Florida
$13.9M +$2.78M 3 1.88% Increased
212
AQR Arbitrage
AQR Arbitrage
Connecticut
$13.7M -$112K 1 0.31% Reduced
213
WCMNY
Westchester Capital Management (New York)
New York
$13.6M -$9.04M 1 0.38% Reduced
214
Guggenheim Capital
Guggenheim Capital
Illinois
$13.6M -$1.56M 5 0.11% Reduced
215
Stifel Financial
Stifel Financial
Missouri
$13.6M -$1.26M 7 0.02% Reduced
216
TPSF
Texas Permanent School Fund
Texas
$13.6M +$51.8K 4 0.22% Increased
217
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$12.8M +$5.26M 2 0.12% Increased
218
Pacer Advisors
Pacer Advisors
Pennsylvania
$12.7M -$36.4K 3 0.09% Reduced
219
VWM
Valley Wealth Managers
New Jersey
$12.5M +$1.22M 1 1.17% Increased
220
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$12.5M +$1.89M 2 0.5% Increased
221
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12.2M -$178K 4 0.05% Reduced
222
HSBC Holdings
HSBC Holdings
United Kingdom
$12.2M +$2.58M 9 0.02% Increased
223
US Bancorp
US Bancorp
Minnesota
$11.9M -$129K 7 0.02% Reduced
224
CTI
Community Trust & Investment
Kentucky
$11.9M -$356K 1 1.1% Reduced
225
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$11.9M -$32.1K 6 0.03% Reduced