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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
Nissay Asset Management
Nissay Asset Management
Japan
$37M +$8.64M 4 0.19% Increased
277
Comerica Bank
Comerica Bank
Texas
$36.9M -$75M 6 0.15% Reduced
278
Seven Grand Managers
Seven Grand Managers
New York
$36.9M +$29.9M 1 2.81% New
279
Fred Alger Management
Fred Alger Management
New York
$36.9M -$5.75M 2 0.14% Reduced
280
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.8M -$1.54M 6 0.11% Reduced
281
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$36.5M -$123K 2 0.56% Reduced
282
Boothbay Fund Management
Boothbay Fund Management
New York
$35.9M -$58.6M 7 0.54% Reduced
283
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$35.9M -$1.73M 2 0.66% Reduced
284
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$35.2M -$1.63M 5 0.26% Reduced
285
Arizona State Retirement System
Arizona State Retirement System
Arizona
$34.4M -$1.64M 7 0.19% Reduced
286
Cerity Partners
Cerity Partners
New York
$34.4M +$4.78M 6 0.05% Increased
287
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$34.4M -$10.2M 4 0.14% Reduced
288
AAP
Ardsley Advisory Partners
Connecticut
$34M -$15.3M 3 3.73% Reduced
289
Andra AP-fonden
Andra AP-fonden
Sweden
$33.8M +$29.1M 1 0.42% Increased
290
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.8M +$3.29M 9 0.04% Increased
291
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$33.7M -$31.4M 6 0.06% Reduced
292
Pathstone Holdings
Pathstone Holdings
New Jersey
$33.6M -$4.62M 7 0.13% Reduced
293
Yousif Capital Management
Yousif Capital Management
Michigan
$33.4M -$232K 6 0.37% Reduced
294
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$33.4M -$5.19M 3 0.43% Reduced
295
SA
Spear Advisors
New York
$32.6M +$29.5M 3 22.82% New
296
JSC
Jackson Square Capital
California
$32.1M +$8.71M 4 6.34% Increased
297
AGF Management
AGF Management
Ontario, Canada
$31.9M +$17.7M 2 0.14% Increased
298
Group One Trading
Group One Trading
Illinois
$31.7M +$8.75M 7 0.06% Increased
299
ECM
Estuary Capital Management
Minnesota
$31.7M +$33.8M 1 5.63% New
300
GAAM
Grand Alliance Asset Management
Hong Kong
$31.2M +$2.26M 2 22.72% Increased