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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
Man Group
Man Group
United Kingdom
$7.47M -$7.85M 0 – Closed
252
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$7.44M +$927K 8 0.29% Increased
253
Maverick Capital
Maverick Capital
Texas
$7.18M -$3.8M 2 0.18% Reduced
254
Arizona State Retirement System
Arizona State Retirement System
Arizona
$7.06M +$272K 8 0.06% Increased
255
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$7.01M +$763K 2 0.11% Increased
256
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$6.97M +$49.7K 3 0.04% Increased
257
Engineers Gate Manager
Engineers Gate Manager
New York
$6.85M +$2.32M 7 0.29% Increased
258
Nordea Investment Management
Nordea Investment Management
Sweden
$6.59M +$979K 1 0.01% Increased
259
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$6.55M $0 1 0.26% Maintained
260
BCC
Bridge City Capital
Oregon
$6.44M -$23.1K 3 3.23% Reduced
261
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.42M +$211K 5 0.01% Increased
262
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$6.34M -$34.5K 5 0.08% Reduced
263
SC
Skylands Capital
Wisconsin
$6.17M -$330K 1 0.9% Reduced
264
KA
Kovack Advisors
Florida
$6.12M +$300K 4 0.83% Increased
265
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$6.04M +$1.39M 1 0.27% Increased
266
Nomura Holdings
Nomura Holdings
Japan
$5.95M -$1.45M 4 0.02% Reduced
267
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.95M -$40.8K 5 0.15% Reduced
268
PCA
Providence Capital Advisors
North Carolina
$5.93M +$72.2K 1 1.57% Increased
269
PHS
Pekin Hardy Strauss
Illinois
$5.88M +$269K 2 0.78% Increased
270
OQS
Occudo Quantitative Strategies
Florida
$5.65M -$1.55M 4 0.51% Reduced
271
First Manhattan
First Manhattan
New York
$5.54M -$460K 5 0.02% Reduced
272
HPCM
Hunter Perkins Capital Management
Illinois
$5.53M +$5.91M 1 1.31% New
273
CS
Cisco Systems
California
$5.48M -$10.7M 1 1.63% Reduced
274
SRC
Shufro Rose & Co
New York
$5.42M -$1.18M 1 0.5% Reduced
275
HJIM
Henry James International Management
New York
$5.4M +$166K 1 2.29% Increased