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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
Swedbank
Swedbank
Sweden
$10.8M -$112M 1 0.01% Reduced
252
Jefferies Financial Group
Jefferies Financial Group
New York
$10.8M +$6.37M 5 0.12% Increased
253
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$10.7M +$1.48M 5 0.02% Increased
254
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10.6M -$52.7K 6 0% Reduced
255
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$10.6M -$2.67M 2 0.9% Reduced
256
PCM
Penn Capital Management
Pennsylvania
$10.6M +$5.93M 1 1% Increased
257
HCA
Harbor Capital Advisors
Illinois
$10.2M +$6.18M 5 0.78% Increased
258
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$10.2M -$6.74M 3 0.05% Reduced
259
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$10M -$2.44M 6 0.01% Reduced
260
Readystate Asset Management
Readystate Asset Management
Illinois
$9.99M +$8.4M 3 0.32% New
261
Boston Partners
Boston Partners
Massachusetts
$9.87M -$402K 1 0.01% Reduced
262
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$9.74M -$9.68M 1 0.08% Reduced
263
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$9.59M -$57.5K 2 0.3% Reduced
264
Arizona State Retirement System
Arizona State Retirement System
Arizona
$9.57M +$109K 8 0.06% Increased
265
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$9.5M +$5.07M 3 0.52% Increased
266
EI
EAM Investors
California
$9.49M +$591K 2 1.54% Increased
267
HLAM
Hidden Lake Asset Management
New York
$9.3M +$3.07M 3 7.21% Increased
268
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.22M -$16.6M 6 0.01% Reduced
269
Granahan Investment Management
Granahan Investment Management
Massachusetts
$9.2M +$2.68M 2 0.37% Increased
270
WIC
Water Island Capital
New York
$9.2M +$7.99M 1 0.93% New
271
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$9.19M -$9.92M 3 0.06% Reduced
272
Calamos Advisors
Calamos Advisors
Illinois
$9.04M -$1.64M 4 0.04% Reduced
273
Simplex Trading
Simplex Trading
Illinois
$8.99M -$5.13M 8 0.01% Reduced
274
SBCM
Silverberg Bernstein Capital Management
New York
$8.99M -$173K 1 8.71% Reduced
275
AQR Arbitrage
AQR Arbitrage
Connecticut
$8.94M +$7.77M 1 0.23% New