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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
Prudential Financial
Prudential Financial
New Jersey
$5.86M +$508K 6 0.01% Increased
277
Verition Fund Management
Verition Fund Management
Connecticut
$5.81M -$1.62M 5 0.08% Reduced
278
Driehaus Capital Management
Driehaus Capital Management
Illinois
$5.77M +$3.95M 1 0.07% New
279
BA
Bard Associates
Illinois
$5.75M -$265K 1 2.23% Reduced
280
Jump Financial
Jump Financial
Illinois
$5.72M -$2.41M 4 0.21% Reduced
281
CPA
Cowen Prime Advisors
New York
$5.71M $0 2 1.97% Maintained
282
AAP
Ardsley Advisory Partners
Connecticut
$5.68M -$685K 2 0.96% Reduced
283
OQS
Occudo Quantitative Strategies
Florida
$5.55M -$305K 4 0.58% Reduced
284
AE Wealth Management
AE Wealth Management
Kansas
$5.5M -$675K 3 0.03% Reduced
285
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.36M -$3.38M 2 0.02% Reduced
286
GTS Securities
GTS Securities
Florida
$5.35M +$4.41M 4 0.17% New
287
CSCSIM
Clear Sky Carbon Solutions Investment Management
Texas
$5.31M +$453K 1 1.7% Increased
288
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$5.3M $0 1 0.19% Maintained
289
Capstone Investment Advisors
Capstone Investment Advisors
New York
$5.25M +$3.34M 4 0.03% Increased
290
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.14M +$1.15M 5 0.02% Increased
291
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$5.1M -$104K 4 0.03% Reduced
292
LMR Partners
LMR Partners
United Kingdom
$5.05M -$27.3M 1 0.06% Reduced
293
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$5.02M -$4.82M 5 0.05% Reduced
294
CIA
Covington Investment Advisors
Pennsylvania
$4.96M +$235K 1 0.99% Increased
295
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.93M +$1.81M 6 0.02% Increased
296
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$4.89M -$599K 1 0.12% Reduced
297
CCS
Concentric Capital Strategies
Connecticut
$4.84M +$1.78M 2 0.97% Increased
298
PCA
Providence Capital Advisors
North Carolina
$4.8M +$3.32K 1 1.22% Increased
299
Pacer Advisors
Pacer Advisors
Pennsylvania
$4.79M +$3.42M 7 0.02% Increased
300
TC
TwinBeech Capital
New York
$4.77M -$7.85M 2 0.09% Reduced