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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
DZ Bank
DZ Bank
Germany
$8.75M -$5.39M 2 0.02% Reduced
227
ECP
Elemental Capital Partners
California
$8.6M +$10.3M 1 12.68% New
228
LMR Partners
LMR Partners
United Kingdom
$8.6M +$10.1K 1 0.16% Increased
229
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$8.58M +$1.63M 2 0.1% Increased
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.37M +$1.93M 5 0.08% Increased
231
1CM
1492 Capital Management
Wisconsin
$8.37M +$797K 2 6.02% Increased
232
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$8.37M -$2.46M 5 0.02% Reduced
233
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$8.23M -$41M 5 0.11% Reduced
234
TC
TwinBeech Capital
New York
$8.2M +$9.91M 1 0.22% New
235
OCM
Osterweis Capital Management
California
$8.18M -$21.1K 1 0.61% Reduced
236
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$8.12M +$302K 10 0.01% Increased
237
EIP
Easterly Investment Partners
Massachusetts
$8.09M -$145K 1 0.77% Reduced
238
Hantz Financial Services
Hantz Financial Services
Michigan
$8.02M -$155K 2 0.28% Reduced
239
Vident Investment Advisory
Vident Investment Advisory
Georgia
$8.01M +$252K 6 0.26% Increased
240
PTC
Philadelphia Trust Company
Pennsylvania
$7.97M -$50.3K 2 0.9% Reduced
241
National Bank of Canada
National Bank of Canada
Quebec, Canada
$7.87M +$3.83M 6 0.04% Increased
242
Grimes & Company
Grimes & Company
Massachusetts
$7.8M +$523K 1 0.41% Increased
243
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$7.65M +$16.6K 2 0.01% Increased
244
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$7.57M -$768K 1 0.13% Reduced
245
TIM
Thompson Investment Management
Wisconsin
$7.56M +$1.39M 2 1.46% Increased
246
HRT Financial
HRT Financial
New York
$7.55M -$9.08M 2 0.08% Reduced
247
Nordea Investment Management
Nordea Investment Management
Sweden
$7.55M +$23.5K 1 0.01% Increased
248
HSBC Holdings
HSBC Holdings
United Kingdom
$7.53M -$3.99M 6 0.01% Reduced
249
Jump Financial
Jump Financial
Illinois
$7.27M +$1.46M 5 0.28% Increased
250
Eaton Vance Management
Eaton Vance Management
Massachusetts
$7.22M +$266K 3 0.01% Increased