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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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$7.2M -$505K 1 0.09% Reduced
252
BCC
Bridge City Capital
Oregon
$7.16M +$3.24K 3 3.39% Increased
253
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$7.1M +$29.1K 3 0.04% Increased
254
Arizona State Retirement System
Arizona State Retirement System
Arizona
$7.04M -$43.8K 8 0.06% Reduced
255
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.04M -$702K 10 0.01% Reduced
256
Walleye Capital
Walleye Capital
New York
$6.99M -$1.18M 2 0.03% Reduced
257
LI
LMCG Investments
Massachusetts
$6.97M +$24.5K 1 0.45% Increased
258
BCAM
Boston Common Asset Management
Massachusetts
$6.82M -$7.62M 1 0.15% Reduced
259
US Bancorp
US Bancorp
Minnesota
$6.66M -$2M 8 0.01% Reduced
260
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.62M $0 5 0.01% Maintained
261
BRWA
B. Riley Wealth Advisors
Florida
$6.56M +$1.35M 4 0.15% Increased
262
ZDA
Zweig-DiMenna Associates
New York
$6.51M -$2.46M 3 0.81% Reduced
263
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$6.5M +$2.25M 6 0.07% Increased
264
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$6.5M +$2.25M 6 0.07% Increased
265
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$6.45M +$559K 5 0.14% Increased
266
National Bank of Canada
National Bank of Canada
Quebec, Canada
$6.29M +$4.78M 6 0.01% Increased
267
PFC
Phocas Financial Corp
California
$6.26M +$1.51M 1 0.86% Increased
268
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$6.22M -$50.7K 5 0.07% Reduced
269
SGCIA
Smith Graham & Co Investment Advisors
Texas
$6.15M +$785K 1 0.74% Increased
270
Group One Trading
Group One Trading
Illinois
$6.1M +$3.24M 6 0.02% Increased
271
Panagora Asset Management
Panagora Asset Management
Massachusetts
$6.07M +$3.31M 3 0.04% Increased
272
PHS
Pekin Hardy Strauss
Illinois
$6.05M -$97K 2 0.66% Reduced
273
Great Lakes Advisors
Great Lakes Advisors
Illinois
$6.05M -$4.1M 1 0.06% Reduced
274
CM
Crestline Management
Texas
$5.94M +$5.49M 1 0.62% New
275
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$5.93M -$1.26M 2 0.22% Reduced