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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
226
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.41M +$3.07M 4 0.01% Increased
227
Stifel Financial
Stifel Financial
Missouri
$4.33M -$138K 3 0.02% Reduced
228
VOYA Investment Management
VOYA Investment Management
Georgia
$4.32M -$9.58M 6 0.01% Reduced
229
TCM
Tieton Capital Management
Washington
$4.22M -$97.4K 1 3.3% Reduced
230
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$4.14M $0 1 0.52% Maintained
231
City National Bank
City National Bank
Delaware
$4.04M -$823K 1 0.03% Reduced
232
CAM
Capstone Asset Management
Texas
$4.01M -$141K 3 0.12% Reduced
233
TPSF
Texas Permanent School Fund
Texas
$3.95M -$35.1K 3 0.05% Reduced
234
Trexquant Investment
Trexquant Investment
Connecticut
$3.94M -$2.73M 5 0.44% Reduced
235
SG Americas Securities
SG Americas Securities
New York
$3.73M +$718K 3 0.02% Increased
236
Two Sigma Advisers
Two Sigma Advisers
New York
$3.63M +$970K 2 0.03% Increased
237
GC
Globeflex Capital
California
$3.63M +$3.5M 3 0.66% Increased
238
Marshall Wace
Marshall Wace
United Kingdom
$3.58M -$559K 2 0.05% Reduced
239
WPC
White Pine Capital
Minnesota
$3.58M -$545K 3 1.53% Reduced
240
Engineers Gate Manager
Engineers Gate Manager
New York
$3.55M +$2.72M 2 0.35% Increased
241
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.54M +$274K 1 0.02% Increased
242
SWM
Segment Wealth Management
Texas
$3.49M -$369K 1 1.21% Reduced
243
SFP
Santa Fe Partners
New Mexico
$3.46M -$883K 1 0.47% Reduced
244
ACPU
Arrowgrass Capital Partners (US)
Delaware
$3.44M -$4.78M 1 0.05% Reduced
245
PEAK6 Group
PEAK6 Group
Illinois
$3.41M -$3.78M 4 0.02% Reduced
246
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$3.4M -$62.1M 1 0.31% Reduced
247
Highbridge Capital Management
Highbridge Capital Management
New York
$3.34M +$471K 2 0.04% Increased
248
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$3.32M +$1.58M 1 0.03% Increased
249
Oppenheimer & Co
Oppenheimer & Co
New York
$3.31M +$520K 2 0.09% Increased
250
Credit Agricole
Credit Agricole
France
$3.27M +$260K 2 0.02% Increased