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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
HighTower Advisors
HighTower Advisors
Illinois
$6.83M +$335K 4 0.01% Increased
302
BA
Bard Associates
Illinois
$6.76M -$1.08M 1 2.59% Reduced
303
PAM
Pinpoint Asset Management
Hong Kong
$6.74M -$347K 4 0.95% Reduced
304
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$6.7M $0 2 0.12% Maintained
305
INTECH Investment Management
INTECH Investment Management
Florida
$6.53M +$5.63M 3 0.08% Increased
306
Prudential Financial
Prudential Financial
New Jersey
$6.48M -$1.94M 7 0.01% Reduced
307
VIG
Vienna Insurance Group
Poland
$6.43M $0 2 2.52% Maintained
308
BCM
Bayesian Capital Management
New York
$6.41M +$5.49M 4 0.73% Increased
309
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.37M -$1.03M 9 0% Reduced
310
MAM
Melqart Asset Management
United Kingdom
$6.36M -$2.7M 1 0.53% Reduced
311
CM
Crestline Management
Texas
$6.35M -$503K 1 0.49% Reduced
312
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$6.35M -$3.59M 4 0.22% Reduced
313
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$6.29M -$108K 4 0.03% Reduced
314
Covea Finance
Covea Finance
France
$6.26M $0 2 0.29% Maintained
315
BCH
Berkshire Capital Holdings
California
$6.22M +$5.16M 1 2.51% Increased
316
AGAM
Avalon Global Asset Management
California
$6.21M +$30.6K 1 1.41% Increased
317
SIS
Susquehanna International Securities
Ireland
$6.19M $0 1 1.49% Maintained
318
Old Mission Capital
Old Mission Capital
Illinois
$6.15M +$6.02M 1 0.1% New
319
Optiver Holding
Optiver Holding
Netherlands
$6.01M +$5.85M 2 0% Increased
320
PP
Paloma Partners
Connecticut
$5.98M +$5.51M 4 0.17% New
321
Weiss Asset Management
Weiss Asset Management
Massachusetts
$5.96M -$6.43M 3 0.23% Reduced
322
MI
MMCAP International
Cayman Islands
$5.93M +$4.65M 1 0.82% Increased
323
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$5.83M +$9.46K 4 0.15% Increased
324
KBC Group
KBC Group
Belgium
$5.79M +$203K 5 0.02% Increased
325
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.79M -$67.1K 4 0.04% Reduced