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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
MAM
Mastrapasqua Asset Management
Tennessee
$8.17M -$293K 2 1.07% Reduced
252
SGCIA
Smith Graham & Co Investment Advisors
Texas
$8.14M -$692K 1 0.75% Reduced
253
Twin Tree Management
Twin Tree Management
Texas
$8.11M +$6.8M 3 0.03% New
254
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$7.97M +$281K 3 0.1% Increased
255
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.94M -$7.98M 3 0.11% Reduced
256
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$7.88M -$165K 5 0.1% Reduced
257
TCMG
TSP Capital Management Group
New Jersey
$7.79M +$7.85M 1 2.77% New
258
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$7.72M -$121K 7 0.12% Reduced
259
SFM
Systematic Financial Management
New Jersey
$7.71M +$108K 3 0.34% Increased
260
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$7.71M +$3.18M 1 0.06% Increased
261
HighTower Advisors
HighTower Advisors
Illinois
$7.69M +$1.17M 5 0.03% Increased
262
SG Americas Securities
SG Americas Securities
New York
$7.68M +$3.64M 8 0.04% Increased
263
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$7.66M +$6.14M 2 0.01% Increased
264
AM
Anqa Management
New York
$7.6M +$664K 1 10.26% Increased
265
Nordea Investment Management
Nordea Investment Management
Sweden
$7.46M -$132K 1 0.01% Reduced
266
ICP
Indus Capital Partners
New York
$7.33M +$6.67M 1 1.14% New
267
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$7.33M -$1.82M 4 0.21% Reduced
268
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$7.3M -$111K 3 0.12% Reduced
269
KAM
Kopion Asset Management
Texas
$7.26M -$1.4M 1 5.83% Reduced
270
Eaton Vance Management
Eaton Vance Management
Massachusetts
$7.18M +$3.69K 3 0.01% Increased
271
Two Sigma Investments
Two Sigma Investments
New York
$7.16M -$10.9M 2 0.02% Reduced
272
Hantz Financial Services
Hantz Financial Services
Michigan
$7.04M +$527K 1 0.32% Increased
273
BIG
Boothe Investment Group
Delaware
$7.04M +$135K 1 4.86% Increased
274
Artemis Investment Management
Artemis Investment Management
United Kingdom
$6.77M -$1.02M 1 0.07% Reduced
275
KA
Kovack Advisors
Florida
$6.71M +$6.23M 3 0.97% Increased