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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
SRC
Shufro Rose & Co
New York
$4.97M -$62.8K 1 0.47% Reduced
302
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.97M +$3.37M 4 0.01% Increased
303
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$4.94M +$2.3M 5 0.01% Increased
304
SIS
Susquehanna International Securities
Ireland
$4.92M +$2.22M 1 3.56% Increased
305
BA
Bard Associates
Illinois
$4.84M -$28.8K 1 1.84% Reduced
306
US Bancorp
US Bancorp
Minnesota
$4.78M -$1.41M 8 0.01% Reduced
307
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.73M +$112K 5 0.03% Increased
308
CSCSIM
Clear Sky Carbon Solutions Investment Management
Texas
$4.71M -$410K 2 2.2% Reduced
309
GGHC
Gilder Gagnon Howe & Co
New York
$4.7M -$2.71M 2 0.06% Reduced
310
First Manhattan
First Manhattan
New York
$4.69M +$308K 5 0.02% Increased
311
AGAM
Avalon Global Asset Management
California
$4.68M $0 1 1.65% Maintained
312
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$4.66M -$3.47K 4 0.12% Reduced
313
KBC Group
KBC Group
Belgium
$4.65M +$68.2K 5 0.02% Increased
314
Algert Global
Algert Global
California
$4.64M +$1.67M 3 0.19% Increased
315
Simplex Trading
Simplex Trading
Illinois
$4.63M +$468K 8 0% Increased
316
AI
Atom Investors
Texas
$4.61M +$2.1M 3 0.81% Increased
317
Pacer Advisors
Pacer Advisors
Pennsylvania
$4.59M +$1.39M 7 0.01% Increased
318
Pathstone Holdings
Pathstone Holdings
New Jersey
$4.34M +$3.78M 6 0.02% New
319
PEAK6 Investments
PEAK6 Investments
Illinois
$4.33M +$2.7M 3 0.02% Increased
320
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$4.32M $0 4 0.17% Maintained
321
Verition Fund Management
Verition Fund Management
Connecticut
$4.29M -$6.46M 5 0.03% Reduced
322
Congress Asset Management
Congress Asset Management
Massachusetts
$4.28M -$86M 2 0.03% Reduced
323
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$4.16M -$2.49M 5 0.01% Reduced
324
ST
SAL Trading
Pennsylvania
$4.09M +$805K 1 6.53% Increased
325
Los Angeles Capital Management
Los Angeles Capital Management
California
$4.07M +$792K 3 0.02% Increased