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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
Old Mission Capital
Old Mission Capital
Illinois
$5.56M +$2.21M 1 0.47% Increased
227
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.4M -$2.99M 6 0.04% Reduced
228
Twin Tree Management
Twin Tree Management
Texas
$5.25M +$2.66M 1 0.03% Increased
229
Boothbay Fund Management
Boothbay Fund Management
New York
$5.18M -$149K 4 0.43% Reduced
230
Truist Financial
Truist Financial
North Carolina
$5.18M +$393K 5 0.01% Increased
231
SST
S Squared Technology
New York
$5.16M +$254K 1 5.01% Increased
232
EIM
Essex Investment Management
Massachusetts
$5.09M -$2.66M 2 1.03% Reduced
233
KAM
Kopion Asset Management
Texas
$5.09M +$2.53K 1 7.38% Increased
234
Phoenix Financial
Phoenix Financial
Israel
$5.09M +$5.41M 1 0.26% New
235
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$4.98M +$942K 3 0.08% Increased
236
Castleark Management
Castleark Management
Illinois
$4.95M +$1.76M 1 0.29% Increased
237
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$4.86M -$22.8M 7 0.13% Reduced
238
HAM
Hillcrest Asset Management
Texas
$4.86M +$36.1K 1 1.17% Increased
239
First Manhattan
First Manhattan
New York
$4.79M -$12.9K 4 0.03% Reduced
240
William Blair Investment Management
William Blair Investment Management
Illinois
$4.74M +$5.07M 1 0.02% New
241
AIS
AlphaOne Investment Services
Pennsylvania
$4.73M -$4.64M 1 7.98% Reduced
242
Calamos Advisors
Calamos Advisors
Illinois
$4.71M $0 1 0.04% Maintained
243
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.68M -$739K 2 0.04% Reduced
244
Hantz Financial Services
Hantz Financial Services
Michigan
$4.65M +$4.79M 1 0.32% New
245
DCM
Dupont Capital Management
Delaware
$4.64M +$2.72M 4 0.11% Increased
246
VHAM
Van Hulzen Asset Management
California
$4.57M +$4.72M 2 0.98% New
247
FCM
Firsthand Capital Management
California
$4.56M $0 1 3.62% Maintained
248
BA
Bard Associates
Illinois
$4.54M -$91K 1 3.34% Reduced
249
ARM
Adirondack Research & Management
New York
$4.52M +$314K 4 6.31% Increased
250
Granahan Investment Management
Granahan Investment Management
Massachusetts
$4.52M +$3.31M 2 0.24% Increased