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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
TD Asset Management
TD Asset Management
Ontario, Canada
$4.71M +$1.03M 4 0.01% Increased
302
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$4.7M -$2.12M 2 0.02% Reduced
303
MAP
Moody Aldrich Partners
Massachusetts
$4.66M +$1.8M 1 0.91% Increased
304
AQR Capital Management
AQR Capital Management
Connecticut
$4.65M +$431K 6 0.01% Increased
305
AGAM
Avalon Global Asset Management
California
$4.61M +$630K 1 1.7% Increased
306
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$4.61M +$21.8K 4 0.12% Increased
307
Federated Hermes
Federated Hermes
Pennsylvania
$4.56M +$261K 5 0.01% Increased
308
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.49M +$1.84M 3 0.02% Increased
309
HJIM
Henry James International Management
New York
$4.4M -$180K 1 1.91% Reduced
310
PEAK6 Investments
PEAK6 Investments
Illinois
$4.34M +$1.56M 4 0.02% Increased
311
First Manhattan
First Manhattan
New York
$4.32M -$415K 5 0.02% Reduced
312
SWM
Segment Wealth Management
Texas
$4.27M +$3.95M 1 0.44% New
313
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$4.22M +$437K 4 0.19% Increased
314
SG Americas Securities
SG Americas Securities
New York
$4.12M -$5.1M 3 0.03% Reduced
315
SIS
Susquehanna International Securities
Ireland
$4.09M -$4.74M 1 3.8% Reduced
316
CYG
Clean Yield Group
Vermont
$3.93M +$3.02M 1 1.62% Increased
317
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$3.92M -$2.31M 3 0.06% Reduced
318
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.91M +$149K 3 0.02% Increased
319
KTA
Keeley-Teton Advisors
Illinois
$3.88M +$1.79M 3 0.5% Increased
320
HAIM
Hunter Associates Investment Management
Pennsylvania
$3.85M +$210K 1 0.75% Increased
321
GIP
Granite Investment Partners
California
$3.85M +$271K 1 0.15% Increased
322
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.83M +$1.64M 2 0.01% Increased
323
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$3.79M -$825K 8 0.02% Reduced
324
Sit Investment Associates
Sit Investment Associates
Minnesota
$3.77M $0 2 0.1% Maintained
325
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.75M +$183K 1 0.18% Increased