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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
EIM
Essex Investment Management
Massachusetts
$7.23M +$530K 3 1.19% Increased
252
Wasatch Advisors
Wasatch Advisors
Utah
$7.04M +$6.84M 1 0.05% New
253
SG Americas Securities
SG Americas Securities
New York
$7.04M +$1.15M 8 0.06% Increased
254
Whittier Trust
Whittier Trust
California
$7.02M -$5.29K 5 0.19% Reduced
255
JGUA
John G. Ullman & Associates
New York
$6.97M -$100K 3 1.7% Reduced
256
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$6.93M -$422K 8 0.33% Reduced
257
BA
Bard Associates
Illinois
$6.79M -$614K 1 3.77% Reduced
258
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$6.78M +$3.77M 4 0.34% Increased
259
QS Investors
QS Investors
New York
$6.77M -$2.06M 4 0.09% Reduced
260
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$6.75M -$24.4M 3 0.06% Reduced
261
Calamos Advisors
Calamos Advisors
Illinois
$6.69M $0 1 0.05% Maintained
262
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$6.69M +$6.06M 2 0.35% New
263
Engineers Gate Manager
Engineers Gate Manager
New York
$6.62M -$2.64M 7 0.34% Reduced
264
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.59M +$2.73M 3 0.06% Increased
265
First Manhattan
First Manhattan
New York
$6.54M -$56.4K 4 0.04% Reduced
266
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$6.52M -$11M 5 0.01% Reduced
267
LOAMU
Lombard Odier Asset Management (USA)
New York
$6.5M +$994K 1 0.45% Increased
268
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$6.46M -$64.1K 3 0.09% Reduced
269
BIM
Bogle Investment Management
Massachusetts
$6.46M -$14.9M 2 1.07% Reduced
270
Hantz Financial Services
Hantz Financial Services
Michigan
$6.35M +$26K 1 0.35% Increased
271
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$6.27M +$3.51M 2 0.13% Increased
272
MAM
Mastrapasqua Asset Management
Tennessee
$6.2M +$2.19M 2 0.95% Increased
273
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$5.98M -$2.73M 7 0.11% Reduced
274
AL
AJO LP
Pennsylvania
$5.94M +$5.47M 2 0.05% New
275
Simplex Trading
Simplex Trading
Illinois
$5.87M +$3.43M 7 0.01% Increased