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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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$6.14M -$74.4K 5 0.13% Reduced
277
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$6.05M -$6.94K 5 0.11% Reduced
278
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$5.85M -$808K 1 0.21% Reduced
279
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$5.84M +$4.86M 2 0.1% New
280
Seven Grand Managers
Seven Grand Managers
New York
$5.84M +$5.1M 1 5.58% New
281
Holocene Advisors
Holocene Advisors
New York
$5.76M -$4.32M 1 0.02% Reduced
282
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$5.71M +$810K 1 0.2% Increased
283
GIP
Granite Investment Partners
California
$5.64M -$4.01K 1 0.22% Reduced
284
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$5.58M +$828K 8 0.02% Increased
285
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.56M +$2.35M 6 0.01% Increased
286
TCM
Tegean Capital Management
New York
$5.44M -$3.67M 1 6.62% Reduced
287
PP
PDT Partners
New York
$5.4M +$5.02M 3 0.6% New
288
Jump Financial
Jump Financial
Illinois
$5.39M -$117K 5 0.17% Reduced
289
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$5.33M +$717K 1 0.12% Increased
290
SWM
Segment Wealth Management
Texas
$5.26M -$699K 1 0.47% Reduced
291
BRWA
B. Riley Wealth Advisors
Florida
$5.24M -$21.6K 4 0.14% Reduced
292
Davenport & Co
Davenport & Co
Virginia
$5.19M -$145K 1 0.04% Reduced
293
LCG
Lisanti Capital Growth
New York
$5.17M -$7.54M 2 1.22% Reduced
294
SGCIA
Smith Graham & Co Investment Advisors
Texas
$5.11M -$434K 1 0.59% Reduced
295
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.09M -$889K 9 0% Reduced
296
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.08M -$6.84M 2 0.02% Reduced
297
Quantbot Technologies
Quantbot Technologies
New York
$5.05M -$3.11M 4 0.29% Reduced
298
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$5.02M -$3 4 0.03% Reduced
299
PCA
Providence Capital Advisors
North Carolina
$5.01M -$21.6K 1 1.2% Reduced
300
KTA
Keeley-Teton Advisors
Illinois
$4.97M -$112K 3 0.64% Reduced