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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
JGC
J. Goldman & Co
New York
$6.37M -$1.16M 2 0.32% Reduced
277
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.26M +$213K 4 0.08% Increased
278
M&G Investment Management
M&G Investment Management
United Kingdom
$6.25M -$302K 2 0.01% Reduced
279
EIM
Essex Investment Management
Massachusetts
$6.24M +$948K 1 0.77% Increased
280
BCC
Bridge City Capital
Oregon
$6.08M -$1.7M 2 2.76% Reduced
281
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$6.06M -$1.29M 1 0.09% Reduced
282
Panagora Asset Management
Panagora Asset Management
Massachusetts
$5.77M -$14.9M 3 0.03% Reduced
283
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.76M -$49.9K 5 0.14% Reduced
284
Sit Investment Associates
Sit Investment Associates
Minnesota
$5.64M $0 2 0.15% Maintained
285
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.63M +$176K 6 0.03% Increased
286
WPC
White Pine Capital
Minnesota
$5.62M +$549K 3 1.73% Increased
287
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$5.56M +$447K 4 0.07% Increased
288
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$5.49M +$1.96M 7 0.03% Increased
289
Cowen and Company
Cowen and Company
New York
$5.45M $0 1 0.26% Maintained
290
Eaton Vance Management
Eaton Vance Management
Massachusetts
$5.42M -$377K 6 0.01% Reduced
291
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$5.29M +$5.63M 1 0.07% New
292
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$5.21M +$168K 2 0.03% Increased
293
Truist Financial
Truist Financial
North Carolina
$5.21M +$307K 5 0.01% Increased
294
Nomura Holdings
Nomura Holdings
Japan
$5.14M +$1.26M 3 0.01% Increased
295
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$5.14M -$31.6K 3 0.03% Reduced
296
FCA
FinTrust Capital Advisors
South Carolina
$5.08M +$380K 3 1.34% Increased
297
LG
LaFleur & Godfrey
Michigan
$5.06M -$3.12M 1 0.7% Reduced
298
MCM
Maytus Capital Management
New York
$5.01M +$399K 1 1.71% Increased
299
Holocene Advisors
Holocene Advisors
New York
$5M -$60.7M 2 0.03% Reduced
300
ARGA Investment Management
ARGA Investment Management
Connecticut
$4.9M +$1.21M 1 0.34% Increased