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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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$7.43M -$105K 4 0.16% Reduced
302
Lido Advisors
Lido Advisors
California
$7.43M +$826K 2 0.08% Increased
303
Verition Fund Management
Verition Fund Management
Connecticut
$7.38M -$6.23M 3 0.05% Reduced
304
CCM
Crabel Capital Management
California
$7.34M +$6.29M 1 1.31% New
305
Truist Financial
Truist Financial
North Carolina
$7.27M +$407K 5 0.01% Increased
306
BCC
Bridge City Capital
Oregon
$7.27M +$483 2 3% Increased
307
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$7.25M -$37K 2 0.04% Reduced
308
AAM
AO Asset Management
New York
$7.24M +$6.23M 1 0.7% New
309
ProShare Advisors
ProShare Advisors
Maryland
$7.23M +$2.23M 7 0.01% Increased
310
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$7.14M +$173K 1 0.07% Increased
311
MCM
Maytus Capital Management
New York
$6.9M +$1.12M 1 1.6% Increased
312
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$6.88M +$5.58M 2 0.16% New
313
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$6.8M +$4.86K 3 0.04% Increased
314
JGC
J. Goldman & Co
New York
$6.75M -$159K 1 0.37% Reduced
315
Eaton Vance Management
Eaton Vance Management
Massachusetts
$6.7M +$21.6K 6 0.01% Increased
316
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.67M -$153K 6 0.03% Reduced
317
LG
LaFleur & Godfrey
Michigan
$6.63M -$761K 1 0.85% Reduced
318
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$6.62M +$1.19M 7 0.03% Increased
319
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$6.58M -$25M 10 0.05% Reduced
320
Cowen and Company
Cowen and Company
New York
$6.22M $0 1 0.56% Maintained
321
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$6.2M +$795K 4 0.02% Increased
322
Glazer Capital LLC
Glazer Capital LLC
New York
$6.09M +$5.22M 1 0.15% New
323
Panagora Asset Management
Panagora Asset Management
Massachusetts
$6.08M -$909K 3 0.03% Reduced
324
FCA
FinTrust Capital Advisors
South Carolina
$5.94M -$625K 3 1.42% Reduced
325
PCA
Providence Capital Advisors
North Carolina
$5.79M +$198K 1 1.59% Increased