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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
BCC
Bridge City Capital
Oregon
$7.75M -$6.04M 2 2.13% Reduced
302
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$7.72M -$315K 2 0.13% Reduced
303
INTECH Investment Management
INTECH Investment Management
Florida
$7.63M -$243K 8 0.09% Reduced
304
Cerity Partners
Cerity Partners
New York
$7.58M +$1.79M 4 0.02% Increased
305
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$7.55M -$1.59M 3 0.05% Reduced
306
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$7.46M +$1.12M 7 0.01% Increased
307
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$7.42M +$6.42M 1 0.03% Increased
308
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.41M -$118K 10 0% Reduced
309
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$7.37M +$368K 4 0.17% Increased
310
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.32M +$369K 4 0.05% Increased
311
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$7.29M +$2.85M 2 0.09% Increased
312
OCA
Otter Creek Advisors
Florida
$7.2M +$849K 1 4.57% Increased
313
HighTower Advisors
HighTower Advisors
Illinois
$7.19M -$1.05M 5 0.01% Reduced
314
SIS
Susquehanna International Securities
Ireland
$7.17M +$19K 1 1.7% Increased
315
M&T Bank
M&T Bank
New York
$7.1M +$690K 5 0.02% Increased
316
HVIA
Hudson Valley Investment Advisors
New York
$7.06M +$2.09M 1 0.78% Increased
317
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$6.75M +$247K 4 0.13% Increased
318
Covea Finance
Covea Finance
France
$6.6M -$374K 2 0.29% Reduced
319
KBC Group
KBC Group
Belgium
$6.6M +$49K 5 0.02% Increased
320
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$6.57M -$107K 1 0.05% Reduced
321
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$6.52M +$6.04M 1 0.06% New
322
JCM
JAT Capital Management
Connecticut
$6.47M +$4.69M 1 1.04% New
323
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$6.45M $0 4 0.22% Maintained
324
MAP
Moody Aldrich Partners
Massachusetts
$6.43M -$825K 1 1.17% Reduced
325
LCG
Lisanti Capital Growth
New York
$6.42M -$13M 2 1.63% Reduced