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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
HPCM
Hunter Perkins Capital Management
Illinois
$8.94M -$927K 1 1.88% Reduced
277
Mariner
Mariner
Kansas
$8.84M -$2.85M 5 0.02% Reduced
278
GTS Securities
GTS Securities
Florida
$8.82M +$403K 5 0.02% Increased
279
Gotham Asset Management
Gotham Asset Management
New York
$8.72M -$1.38M 4 0.11% Reduced
280
Tidal Investments
Tidal Investments
Wisconsin
$8.6M +$3.1M 7 0.12% Increased
281
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$8.56M -$346K 1 0.14% Reduced
282
Hantz Financial Services
Hantz Financial Services
Michigan
$8.55M -$398K 4 0.16% Reduced
283
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$8.47M -$103K 5 0.08% Reduced
284
CCS
Concentric Capital Strategies
Connecticut
$8.45M +$235K 3 0.42% Increased
285
Engineers Gate Manager
Engineers Gate Manager
New York
$8.45M -$1.61M 5 0.19% Reduced
286
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$8.34M -$689K 9 0.29% Reduced
287
TCMG
TSP Capital Management Group
New Jersey
$8.25M +$6.75K 1 2.59% Increased
288
WCM
Westerly Capital Management
California
$7.84M +$2.22M 2 3.9% Increased
289
TC
TwinBeech Capital
New York
$7.84M -$6.68M 2 0.15% Reduced
290
LI
LMCG Investments
Massachusetts
$7.78M +$11.9K 1 0.45% Increased
291
Federated Hermes
Federated Hermes
Pennsylvania
$7.72M -$6.1M 5 0.02% Reduced
292
VOYA Investment Management
VOYA Investment Management
Georgia
$7.52M -$1.64M 9 0.01% Reduced
293
KA
Kovack Advisors
Florida
$7.49M +$712K 4 0.82% Increased
294
Algert Global
Algert Global
California
$7.48M +$1.84M 7 0.25% Increased
295
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$7.39M -$303K 4 0.14% Reduced
296
MAP
Moody Aldrich Partners
Massachusetts
$7.37M -$2.21M 2 1.44% Reduced
297
PP
PDT Partners
New York
$7.36M -$917K 3 0.7% Reduced
298
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$7.14M -$767K 1 0.02% Reduced
299
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$7.08M +$222K 8 0.02% Increased
300
SG Americas Securities
SG Americas Securities
New York
$6.92M +$499K 5 0.04% Increased