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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
Dupont Capital Management
Delaware
$4.59M -$1.03M 4 0.1% Reduced
302
Eaton Vance Management
Eaton Vance Management
Massachusetts
$4.57M -$140K 3 0.01% Reduced
303
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.57M -$1.8M 2 0.03% Reduced
304
MAM
Marketfield Asset Management
New York
$4.48M -$337K 1 3.39% Reduced
305
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$4.47M $0 3 0.21% Maintained
306
1CM
1492 Capital Management
Wisconsin
$4.45M +$51.6K 1 3.81% Increased
307
Profund Advisors
Profund Advisors
Maryland
$4.43M +$602K 4 0.25% Increased
308
Marshall Wace North America
Marshall Wace North America
New York
$4.42M -$45.8M 4 0.03% Reduced
309
WPC
White Pine Capital
Minnesota
$4.41M +$836K 4 1.87% Increased
310
HSBC Holdings
HSBC Holdings
United Kingdom
$4.41M -$129K 6 0.01% Reduced
311
Quadrature Capital
Quadrature Capital
United Kingdom
$4.37M +$3.68M 4 0.5% Increased
312
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$4.35M +$4.09M 3 0.4% New
313
Commerce Bank
Commerce Bank
Missouri
$4.33M +$3.63M 2 0.04% Increased
314
JIR
James Investment Research
Ohio
$4.26M +$3.91M 1 0.4% New
315
CAM
Cozad Asset Management
Illinois
$4.25M +$2.98M 1 0.86% Increased
316
BIG
Boothe Investment Group
Delaware
$4.23M +$3.55M 1 3.75% New
317
OAM
Origin Asset Management
United Kingdom
$4.22M -$500K 2 0.62% Reduced
318
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.19M -$448K 4 0.08% Reduced
319
CAM
ClariVest Asset Management
California
$4.18M +$807K 3 0.11% Increased
320
Group One Trading
Group One Trading
Illinois
$4.16M -$1.3M 4 0.02% Reduced
321
Man Group
Man Group
United Kingdom
$4.13M +$239K 4 0.02% Increased
322
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$4.05M +$2.24M 1 0.23% Increased
323
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.98M +$3.65M 1 0.01% New
324
Shelton Capital Management
Shelton Capital Management
Colorado
$3.97M +$1.1M 4 0.22% Increased
325
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$3.97M +$75.9K 5 0.05% Increased