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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
251
IIA
IPG Investment Advisors
California
$4.5M $0 1 1.89% Maintained
252
Whittier Trust
Whittier Trust
California
$4.26M -$13.4K 5 0.14% Reduced
253
SG Americas Securities
SG Americas Securities
New York
$4.21M -$110K 8 0.04% Reduced
254
LCG
Lisanti Capital Growth
New York
$4.21M -$2.91M 2 1.39% Reduced
255
Group One Trading
Group One Trading
Illinois
$4.18M -$7.05M 6 0.03% Reduced
256
US Bancorp
US Bancorp
Minnesota
$4.17M +$1.64M 6 0.01% Increased
257
UBS O'Connor
UBS O'Connor
Illinois
$4.17M +$4.45M 1 0.09% New
258
PEAK6 Investments
PEAK6 Investments
Illinois
$4.16M +$1.67M 6 0.02% Increased
259
OAM
Origin Asset Management
United Kingdom
$4M +$1.1M 2 0.51% Increased
260
ACM
Argent Capital Management
Missouri
$3.98M -$1.6M 2 0.19% Reduced
261
LOAMU
Lombard Odier Asset Management (USA)
New York
$3.98M +$4.1M 1 0.41% New
262
1CM
1492 Capital Management
Wisconsin
$3.97M -$51.3K 1 4.76% Reduced
263
EI
EAM Investors
California
$3.92M -$25.5K 2 1.22% Reduced
264
Arizona State Retirement System
Arizona State Retirement System
Arizona
$3.85M -$4.87M 6 0.07% Reduced
265
CEP
Chicago Equity Partners
Illinois
$3.79M +$598K 3 0.38% Increased
266
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.78M +$3.78M 2 0.04% Increased
267
HighTower Advisors
HighTower Advisors
Illinois
$3.76M +$1.91M 4 0.02% Increased
268
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.71M +$1.27M 7 0% Increased
269
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$3.65M +$3.76M 1 0.29% New
270
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$3.62M -$3.44M 5 0.06% Reduced
271
ICOM
Investment Counselors of Maryland
Maryland
$3.6M -$9.82K 1 0.23% Reduced
272
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$3.57M -$27.2K 4 0.26% Reduced
273
MAM
Marketfield Asset Management
New York
$3.56M -$784K 1 3.07% Reduced
274
Alyeska Investment Group
Alyeska Investment Group
Illinois
$3.56M +$3.92M 2 0.07% New
275
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.56M +$965K 4 0.08% Increased