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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.13M -$68K 8 0% Reduced
302
MC
Maplelane Capital
New York
$3.12M -$2.67M 1 0.07% Reduced
303
CCM
Campbell Capital Management
Florida
$3.03M -$3.4K 1 2.26% Reduced
304
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$3.01M +$303K 5 0.11% Increased
305
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$2.99M +$29.8K 1 0.26% Increased
306
OAM
Origin Asset Management
United Kingdom
$2.98M +$3.19M 1 0.27% New
307
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$2.96M -$440K 1 0.26% Reduced
308
Wolverine Trading
Wolverine Trading
Illinois
$2.96M -$884K 6 0.01% Reduced
309
LOAMU
Lombard Odier Asset Management (USA)
New York
$2.94M -$1.34M 2 0.28% Reduced
310
AA
AlphaMark Advisors
Kentucky
$2.94M +$11.1K 1 1.27% Increased
311
FPC
Falcon Point Capital
California
$2.9M +$835K 1 1.59% Increased
312
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$2.89M -$530K 3 0.08% Reduced
313
US Bancorp
US Bancorp
Minnesota
$2.84M +$577K 7 0.01% Increased
314
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$2.77M -$6.35M 2 0.08% Reduced
315
FBC
Fairfield, Bush & Co
Connecticut
$2.76M -$292K 1 0.95% Reduced
316
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$2.74M +$1.32M 2 0.03% Increased
317
Advisor Group
Advisor Group
Arizona
$2.69M +$354K 7 0.02% Increased
318
WCA
Windsor Creek Advisors
Vermont
$2.68M -$206K 1 0.66% Reduced
319
Gotham Asset Management
Gotham Asset Management
New York
$2.63M -$3.65M 2 0.05% Reduced
320
TAM
Tealwood Asset Management
Minnesota
$2.6M -$5.9K 1 1.12% Reduced
321
MCIM
Meadow Creek Investment Management
Georgia
$2.6M +$60.2K 6 0.05% Increased
322
MHP
Manatuck Hill Partners
Connecticut
$2.58M +$1.61M 2 1.42% Increased
323
BBA
BLB&B Advisors
Pennsylvania
$2.58M -$3.31K 1 0.29% Reduced
324
DCM
Dupont Capital Management
Delaware
$2.57M -$296K 5 0.06% Reduced
325
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.56M +$48.9K 3 0.02% Increased