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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
MAP
Moody Aldrich Partners
Massachusetts
$3.52M +$1.81K 1 1.06% Increased
277
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.41M +$1.01M 3 0.21% Increased
278
Man Group
Man Group
United Kingdom
$3.34M -$10.8M 2 0.02% Reduced
279
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$3.31M +$3.97M 1 0.07% New
280
MAP
Managed Asset Portfolios
Michigan
$3.29M +$3.94M 1 0.88% New
281
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.28M +$503K 3 0.03% Increased
282
BCM
Bayesian Capital Management
New York
$3.26M +$453K 5 0.7% Increased
283
HSBC Holdings
HSBC Holdings
United Kingdom
$3.23M -$4.26M 5 0.01% Reduced
284
BCM
Beck Capital Management
Texas
$3.15M -$317K 1 2.88% Reduced
285
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.13M -$47K 3 0.03% Reduced
286
HP
Harvey Partners
New York
$3.1M +$2.25M 1 2.81% Increased
287
TI
tru Independence
Oregon
$3.1M $0 2 0.51% Maintained
288
KM
Kalos Management
Georgia
$3.05M +$1.27M 1 1.36% Increased
289
CAM
Covenant Asset Management
New Jersey
$2.97M +$91.9K 1 0.9% Increased
290
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.95M +$1.37M 1 0.05% Increased
291
CAM
ClariVest Asset Management
California
$2.94M +$3.14M 1 0.09% New
292
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$2.93M +$205K 5 0.05% Increased
293
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.9M -$16.3K 3 0.01% Reduced
294
TC
TwinBeech Capital
New York
$2.9M +$3.14M 2 1.16% New
295
ACM
AlphaCrest Capital Management
New York
$2.9M +$998K 4 0.35% Increased
296
WPC
White Pine Capital
Minnesota
$2.89M -$76.3K 3 1.47% Reduced
297
Amalgamated Bank
Amalgamated Bank
New York
$2.89M -$80.9K 4 0.07% Reduced
298
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.86M -$44.4M 1 0.02% Reduced
299
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.85M +$1.06M 1 0.03% Increased
300
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$2.85M +$38.5K 5 0.09% Increased