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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
276
BPIM
Brant Point Investment Management
New York
$3.02M -$2.01M 1 0.28% Reduced
277
SWM
Segment Wealth Management
Texas
$3.01M $0 1 1.24% Maintained
278
CAM
ClariVest Asset Management
California
$2.92M +$95.6K 3 0.09% Increased
279
MPM
Meritage Portfolio Management
Kansas
$2.9M -$53.3K 1 0.33% Reduced
280
SAM
Scion Asset Management
California
$2.86M +$3.27M 1 6.28% New
281
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$2.85M +$1.4M 1 0.02% Increased
282
MCM
McKinley Capital Management
Alaska
$2.75M -$5.64M 2 0.13% Reduced
283
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$2.71M $0 1 0.02% Maintained
284
Global X Management Company
Global X Management Company
New York
$2.71M +$75.9K 1 0.14% Increased
285
CIM
Calvert Investment Management
Maryland
$2.69M -$1.13M 1 0.11% Reduced
286
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.67M -$215K 4 0.04% Reduced
287
Bahl & Gaynor
Bahl & Gaynor
Ohio
$2.63M -$5.11K 1 0.03% Reduced
288
Gotham Asset Management
Gotham Asset Management
New York
$2.56M -$1.94M 3 0.03% Reduced
289
PP
Paloma Partners
Connecticut
$2.54M +$2.28M 4 0.03% Increased
290
PEAK6 Group
PEAK6 Group
Illinois
$2.53M -$2.87M 5 0.02% Reduced
291
ZDA
Zweig-DiMenna Associates
New York
$2.52M -$15.1M 1 0.26% Reduced
292
Legal & General Group
Legal & General Group
United Kingdom
$2.45M +$297K 9 0% Increased
293
MC
Marcus Capital
Illinois
$2.44M -$20.8K 1 2.56% Reduced
294
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.43M +$31.2K 3 0.01% Increased
295
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$2.42M -$3.06M 3 0% Reduced
296
PIMJS
PKO Investment Management Joint-Stock
Poland
$2.37M -$4.5M 1 1.67% Reduced
297
CCP
Clough Capital Partners
Massachusetts
$2.35M -$1.05M 1 0.13% Reduced
298
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18M +$7.58K 6 0.01% Increased
299
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$2.18M +$141K 5 0.12% Increased
300
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.15M +$26.6K 3 0.02% Increased