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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$9.29M +$352K 10 0.01% Increased
252
TIM
Thompson Investment Management
Wisconsin
$9.2M +$64.1K 2 1.6% Increased
253
Voloridge Investment Management
Voloridge Investment Management
Florida
$9.03M +$9.32M 3 0.05% Increased
254
SST
S Squared Technology
New York
$8.94M +$877K 1 6.19% Increased
255
ZCM
Ziegler Capital Management
Illinois
$8.92M -$127K 1 0.37% Reduced
256
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.63M +$9.8M 1 0.02% Increased
257
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$8.62M +$3.49M 3 0.05% Increased
258
SRC
Shufro Rose & Co
New York
$8.57M +$46.5K 1 0.74% Increased
259
Nordea Investment Management
Nordea Investment Management
Sweden
$8.54M +$1.59M 1 0.01% Increased
260
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$8.38M -$3.86M 2 0.01% Reduced
261
JGUA
John G. Ullman & Associates
New York
$8.36M -$34.9K 4 1.34% Reduced
262
NAM
Nexpoint Asset Management
Texas
$8.32M +$8.08M 1 0.74% New
263
Grimes & Company
Grimes & Company
Massachusetts
$8.32M +$249K 1 0.42% Increased
264
LAM
Lapides Asset Management
Connecticut
$8.05M +$5.24M 2 4.02% Increased
265
First Eagle Investment Management
First Eagle Investment Management
New York
$8.02M +$3M 4 0.02% Increased
266
RHJA
Rice Hall James & Associates
California
$7.97M -$288K 3 0.39% Reduced
267
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$7.96M +$3.89M 2 0.09% Increased
268
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$7.94M +$357K 5 0.02% Increased
269
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.87M +$506K 4 0.08% Increased
270
1CM
1492 Capital Management
Wisconsin
$7.86M +$3.3M 2 5.17% Increased
271
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$7.84M $0 4 0.11% Maintained
272
SGCIA
Smith Graham & Co Investment Advisors
Texas
$7.67M -$221K 1 0.95% Reduced
273
Whittier Trust
Whittier Trust
California
$7.57M -$773 5 0.15% Reduced
274
CCM
Crabel Capital Management
California
$7.51M $0 1 3.94% Maintained
275
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$7.48M +$446K 5 0.14% Increased