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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
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$9.77M +$190K 9 0.32% Increased
277
TCMG
TSP Capital Management Group
New Jersey
$9.63M +$87.2K 1 2.98% Increased
278
Twin Tree Management
Twin Tree Management
Texas
$9.62M +$3.69M 4 0.02% Increased
279
HCM
Hodges Capital Management
Texas
$9.56M -$4.8M 2 0.61% Reduced
280
Man Group
Man Group
United Kingdom
$9.49M -$14.3M 3 0.02% Reduced
281
PCM
Portolan Capital Management
Massachusetts
$9.42M -$8.45M 1 0.68% Reduced
282
Group One Trading
Group One Trading
Illinois
$9.39M +$2.52M 10 0.03% Increased
283
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$9.32M -$1.72M 2 0.55% Reduced
284
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$9.2M +$352K 4 0.17% Increased
285
KAM
Kopion Asset Management
Texas
$9.19M -$3.56M 1 6.62% Reduced
286
GIPM
G2 Investment Partners Management
New York
$9.17M -$2.51M 1 2.61% Reduced
287
MGM
Manchester Global Management
United Kingdom
$9.17M +$7.84M 1 1.48% New
288
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$8.88M +$1.75M 4 0.3% Increased
289
SBCM
Silverberg Bernstein Capital Management
New York
$8.71M -$246K 1 7.98% Reduced
290
Algert Global
Algert Global
California
$8.7M +$434K 3 0.23% Increased
291
Tidal Investments
Tidal Investments
Wisconsin
$8.7M -$1.26M 6 0.09% Reduced
292
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$8.63M +$329K 8 0.03% Increased
293
Moore Capital Management
Moore Capital Management
New York
$8.56M -$14.4M 1 0.16% Reduced
294
ACMH
Andar Capital Management (HK)
Hong Kong
$8.5M +$6.35M 1 11.25% Increased
295
Federated Hermes
Federated Hermes
Pennsylvania
$8.41M -$475K 5 0.02% Reduced
296
BA
Bard Associates
Illinois
$8.27M -$22.4K 1 2.82% Reduced
297
Pacer Advisors
Pacer Advisors
Pennsylvania
$7.9M -$101M 7 0.02% Reduced
298
Masters Capital Management
Masters Capital Management
Georgia
$7.89M -$12.6M 1 0.39% Reduced
299
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$7.88M +$341K 4 0.04% Increased
300
OCM
Osterweis Capital Management
California
$7.79M -$3.78M 1 0.39% Reduced