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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
PIM
Platinum Investment Management
Australia
$5.83M -$319K 2 0.16% Reduced
227
Mutual of America Capital Management
Mutual of America Capital Management
New York
$5.81M -$723K 3 0.1% Reduced
228
TCM
Timpani Capital Management
Wisconsin
$5.79M -$3.11M 1 2.32% Reduced
229
SAM
Symphony Asset Management
California
$5.75M +$2.87M 2 0.54% Increased
230
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.73M +$1.83M 2 0.08% Increased
231
Great Lakes Advisors
Great Lakes Advisors
Illinois
$5.65M -$1.29M 1 0.15% Reduced
232
AR
Advisory Research
Illinois
$5.6M -$3.61M 2 0.08% Reduced
233
HA
Heartland Advisors
Wisconsin
$5.5M -$1.43M 1 0.34% Reduced
234
TIM
Thompson Investment Management
Wisconsin
$5.42M -$191K 1 1.03% Reduced
235
FRM
Foundation Resource Management
Arkansas
$5.4M -$332K 1 0.95% Reduced
236
SWM
Segment Wealth Management
Texas
$5.35M +$1.38M 1 1.74% Increased
237
IIA
IPG Investment Advisors
California
$5.28M +$10.1K 1 2.38% Increased
238
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$5.17M -$541K 1 0.06% Reduced
239
GPCM
Greenbrier Partners Capital Management
Texas
$5.12M $0 1 1.14% Maintained
240
RIM
Rainier Investment Management
Washington
$5.1M -$173K 1 0.55% Reduced
241
OMC
Overbrook Management Corp
New York
$5.08M +$4.2M 1 1.11% New
242
EIM
Essex Investment Management
Massachusetts
$5.02M +$973K 2 0.79% Increased
243
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$5.01M +$1.17M 5 0.06% Increased
244
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$5.01M +$1.38M 2 0.18% Increased
245
WPC
White Pine Capital
Minnesota
$4.98M +$565K 4 2.02% Increased
246
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$4.97M -$310K 1 0.05% Reduced
247
NIMC
NWQ Investment Management Company
California
$4.93M -$2.21M 1 0.07% Reduced
248
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$4.91M -$363K 1 0.13% Reduced
249
SIM
Spark Investment Management
New York
$4.82M -$7.36M 2 0.3% Reduced
250
ACM
Altalis Capital Management
New York
$4.72M -$3.2M 1 4.45% Reduced