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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
TCMG
TSP Capital Management Group
New Jersey
$8.4M +$21.3K 1 3.24% Increased
227
PTC
Philadelphia Trust Company
Pennsylvania
$8.01M +$1.6M 2 0.82% Increased
228
Artemis Investment Management
Artemis Investment Management
United Kingdom
$7.99M -$406K 1 0.11% Reduced
229
CCM
Cinctive Capital Management
New York
$7.97M +$1.05M 1 0.39% Increased
230
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$7.97M +$293K 1 0.03% Increased
231
Calamos Advisors
Calamos Advisors
Illinois
$7.9M -$513K 3 0.04% Reduced
232
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$7.8M +$61.2K 4 0.07% Increased
233
Granahan Investment Management
Granahan Investment Management
Massachusetts
$7.74M -$2.2M 1 0.28% Reduced
234
LI
LMCG Investments
Massachusetts
$7.68M -$65.9K 1 0.52% Reduced
235
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.65M -$1.13M 4 0.03% Reduced
236
TCM
Tegean Capital Management
New York
$7.58M +$969K 2 7.98% Increased
237
Quantbot Technologies
Quantbot Technologies
New York
$7.55M +$5.63M 5 0.51% Increased
238
TC
TwinBeech Capital
New York
$7.14M +$3.25M 1 0.14% Increased
239
SI
Sora Investors
Pennsylvania
$7.09M -$5.77M 1 1.59% Reduced
240
AQR Capital Management
AQR Capital Management
Connecticut
$7.01M +$2.27M 6 0.01% Increased
241
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$7.01M +$1.04M 1 0.26% Increased
242
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.98M +$1.78M 2 0.03% Increased
243
GGHC
Gilder Gagnon Howe & Co
New York
$6.93M -$1.64M 2 0.11% Reduced
244
CP
CenterBook Partners
Connecticut
$6.8M -$738K 2 0.85% Reduced
245
HPCM
Hunter Perkins Capital Management
Illinois
$6.78M -$6.15M 1 1.46% Reduced
246
HAM
Harber Asset Management
North Carolina
$6.78M +$2.9M 1 1.89% Increased
247
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$6.71M -$1.35M 7 0.01% Reduced
248
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$6.67M -$405K 8 0.27% Reduced
249
Arizona State Retirement System
Arizona State Retirement System
Arizona
$6.55M +$209K 8 0.06% Increased
250
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$6.51M +$2.09M 5 0.07% Increased