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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
Cambiar Investors
Cambiar Investors
Colorado
$10.7M +$539K 1 0.42% Increased
227
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7M +$1.48M 6 0.05% Increased
228
TIM
Thompson Investment Management
Wisconsin
$10.6M -$1.2M 2 1.8% Reduced
229
WBC
Westpac Banking Corp
Australia
$10.4M +$674K 1 0.12% Increased
230
SST
S Squared Technology
New York
$10.4M -$3.31M 1 5.96% Reduced
231
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$10.3M +$4.97M 6 0.01% Increased
232
Hancock Whitney
Hancock Whitney
Mississippi
$10.2M -$1.22M 4 0.34% Reduced
233
Marshall Wace
Marshall Wace
United Kingdom
$10.2M +$7.33M 4 0.06% Increased
234
AIC
Ameritas Investment Company
Nebraska
$10.2M -$714K 1 1.97% Reduced
235
BCC
Bridge City Capital
Oregon
$9.8M -$84K 2 3.72% Reduced
236
ZDA
Zweig-DiMenna Associates
New York
$9.73M +$4.57M 2 0.62% Increased
237
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$9.54M +$5.36M 3 0.15% Increased
238
BPM
Bronson Point Management
Connecticut
$9.48M +$3.67M 1 3.75% Increased
239
BA
Bard Associates
Illinois
$9.35M -$1.19M 1 3.69% Reduced
240
Empyrean Capital Partners
Empyrean Capital Partners
California
$9.33M $0 1 0.31% Maintained
241
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$9.24M -$3.88K 1 0.48% Reduced
242
Los Angeles Capital Management
Los Angeles Capital Management
California
$8.66M -$1.92M 4 0.04% Reduced
243
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$8.55M -$115K 8 0.39% Reduced
244
FHCM
Force Hill Capital Management
New York
$8.48M +$7.71M 1 1.74% New
245
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.43M +$281K 5 0.12% Increased
246
RFA
Reilly Financial Advisors
California
$8.39M +$7.63M 2 0.79% Increased
247
Arizona State Retirement System
Arizona State Retirement System
Arizona
$8.3M -$209K 7 0.08% Reduced
248
LMR Partners
LMR Partners
United Kingdom
$8.3M +$4.06M 1 0.13% Increased
249
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.21M -$18.3M 1 0.02% Reduced
250
JGUA
John G. Ullman & Associates
New York
$8.21M +$192K 4 1.27% Increased