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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
DCM
Dialectic Capital Management
Connecticut
$2.82M -$1.97M 1 1.32% Reduced
302
Virtu KCG Holdings
Virtu KCG Holdings
New York
$2.78M -$986K 2 0.08% Reduced
303
Global X Management Company
Global X Management Company
New York
$2.74M +$756K 1 0.17% Increased
304
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.69M -$1.32M 3 0.02% Reduced
305
HCS
Harvest Capital Strategies
California
$2.66M +$2.31M 2 0.31% New
306
Engineers Gate Manager
Engineers Gate Manager
New York
$2.63M +$1.89M 2 0.21% Increased
307
TCW Group
TCW Group
California
$2.63M +$1.11M 1 0.02% Increased
308
ACM
Altalis Capital Management
New York
$2.6M +$2.82M 1 2.04% New
309
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$2.54M $0 1 0.02% Maintained
310
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.54M +$681K 7 0.01% Increased
311
ACI
AMP Capital Investors
Australia
$2.54M +$729K 3 0.02% Increased
312
TCM
Tygh Capital Management
Oregon
$2.51M -$4.36M 1 0.73% Reduced
313
MC
Marcus Capital
Illinois
$2.49M +$496K 1 2.74% Increased
314
Verition Fund Management
Verition Fund Management
Connecticut
$2.48M +$1.27M 4 0.4% Increased
315
FHAM
Folger Hill Asset Management
New York
$2.48M -$320K 1 0.14% Reduced
316
Legal & General Group
Legal & General Group
United Kingdom
$2.46M +$889K 8 0% Increased
317
SAM
Shell Asset Management
Netherlands
$2.4M -$132K 1 0.06% Reduced
318
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.38M +$25.4K 3 0.03% Increased
319
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$2.29M -$208K 6 0.15% Reduced
320
RS Investment Management
RS Investment Management
California
$2.28M -$60.7M 1 0.02% Reduced
321
MAG
Millrace Asset Group
Pennsylvania
$2.27M -$23.8K 1 3.12% Reduced
322
FA
FDx Advisors
Illinois
$2.23M +$654K 2 0.1% Increased
323
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$2.23M -$247K 4 0.06% Reduced
324
Asset Management One
Asset Management One
Japan
$2.22M -$219K 4 0.03% Reduced
325
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$2.19M +$17.2K 4 0.11% Increased