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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
BSCM
Berry Street Capital Management
United Kingdom
$6.14M +$2.72M 1 0.77% Increased
302
EFI
EHP Funds Inc
Canada
$6.1M -$382K 1 1.01% Reduced
303
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$6.08M +$3.87M 4 0.16% Increased
304
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$6.07M -$550K 9 0.26% Reduced
305
Gabelli Funds
Gabelli Funds
New York
$5.92M +$1.54M 1 0.05% Increased
306
KA
Kovack Advisors
Florida
$5.9M +$563K 5 0.78% Increased
307
MAP
Moody Aldrich Partners
Massachusetts
$5.84M -$345K 1 1.15% Reduced
308
CP
CenterBook Partners
Connecticut
$5.76M +$4M 4 1.23% Increased
309
RIM
Redwood Investment Management
Arizona
$5.68M +$1.74M 1 0.96% Increased
310
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.63M -$2.23M 2 0.01% Reduced
311
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$5.53M -$708K 4 0.08% Reduced
312
PFM
Parsec Financial Management
North Carolina
$5.46M +$2.15M 1 0.27% Increased
313
MAM
Mastrapasqua Asset Management
Tennessee
$5.41M -$154K 1 0.74% Reduced
314
PCM
Prelude Capital Management
New York
$5.36M +$535K 3 0.15% Increased
315
Engineers Gate Manager
Engineers Gate Manager
New York
$5.31M +$2.63M 5 0.19% Increased
316
Sit Investment Associates
Sit Investment Associates
Minnesota
$5.21M +$31.1K 2 0.16% Increased
317
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.18M -$166K 3 0.14% Reduced
318
SG Americas Securities
SG Americas Securities
New York
$5.15M -$1.45M 6 0.05% Reduced
319
Castleark Management
Castleark Management
Illinois
$5.11M -$806K 1 0.27% Reduced
320
AGAM
Avalon Global Asset Management
California
$5.07M $0 1 1.54% Maintained
321
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5M +$634K 7 0.02% Increased
322
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$4.98M +$5.14M 2 0.04% Increased
323
Cowen and Company
Cowen and Company
New York
$4.98M +$487K 2 0.48% Increased
324
KAS
Kemnay Advisory Services
New York
$4.97M $0 1 1.21% Maintained
325
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$4.92M -$1.01M 8 0.03% Reduced