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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
301
MSA
Mason Street Advisors
Wisconsin
$1.22M +$6.75K 3 0.01% Increased
302
MI
Markston International
New York
$1.21M -$21.4K 1 0.07% Reduced
303
Zacks Investment Management
Zacks Investment Management
Illinois
$1.21M -$3.21M 2 0.04% Reduced
304
MWR
McAdams Wright Ragen
Washington
$1.21M -$78.9K 1 0.07% Reduced
305
M&T Bank
M&T Bank
New York
$1.18M +$584K 4 0.01% Increased
306
LPL Financial
LPL Financial
California
$1.17M -$425K 2 0.01% Reduced
307
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$1.11M $0 2 0.23% Maintained
308
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$1.11M +$367K 1 0.06% Increased
309
ID
Integral Derivatives
New York
$1.1M +$856K 1 0.02% Increased
310
NA
Navellier & Associates
Nevada
$1.08M -$110K 1 0.05% Reduced
311
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$1.07M -$10.8K 3 0.05% Reduced
312
OppenheimerFunds
OppenheimerFunds
New York
$1.05M $0 1 0% Maintained
313
Suntrust Banks
Suntrust Banks
Georgia
$1.04M +$77.1K 3 0.01% Increased
314
SCM
Stevens Capital Management
Pennsylvania
$1.03M -$2.51M 1 0.03% Reduced
315
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$1.01M $0 1 0.26% Maintained
316
Verition Fund Management
Verition Fund Management
Connecticut
$1.01M +$441K 1 0.14% Increased
317
First Manhattan
First Manhattan
New York
$1M +$169K 2 0.01% Increased
318
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$988K +$33.6K 3 0.08% Increased
319
US Bancorp
US Bancorp
Minnesota
$936K -$735 6 0% Reduced
320
Natixis Advisors
Natixis Advisors
Massachusetts
$925K -$374K 1 0.02% Reduced
321
HSBC Holdings
HSBC Holdings
United Kingdom
$904K -$365K 1 0% Reduced
322
RHBC
R.H. Bluestein & Co
Michigan
$893K +$12.1K 1 0.06% Increased
323
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$886K $0 3 0.01% Maintained
324
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$881K $0 2 0.01% Maintained
325
Quantbot Technologies
Quantbot Technologies
New York
$881K +$684K 2 0.12% Increased