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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
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$13.1M -$45.8K 7 0.41% Reduced
302
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.1M -$110K 5 0.04% Reduced
303
SC
Skylands Capital
Wisconsin
$12.9M +$241K 1 1.88% Increased
304
HSBC Holdings
HSBC Holdings
United Kingdom
$12.9M +$1.96M 6 0.01% Increased
305
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$12.7M +$2.18M 8 0.02% Increased
306
EULAV Asset Management
EULAV Asset Management
Florida
$12.5M $0 1 0.29% Maintained
307
Granahan Investment Management
Granahan Investment Management
Massachusetts
$12.4M +$857K 3 0.5% Increased
308
Nissay Asset Management
Nissay Asset Management
Japan
$12.3M -$4.33M 3 0.07% Reduced
309
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$12.2M -$454K 5 0.02% Reduced
310
Group One Trading
Group One Trading
Illinois
$12.1M +$1.96M 7 0.03% Increased
311
LI
LMCG Investments
Massachusetts
$11.9M -$535K 1 0.75% Reduced
312
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$11.8M +$325K 7 0.05% Increased
313
TCMG
TSP Capital Management Group
New Jersey
$11.8M -$11.8M 0 – Closed
314
PCM
Portolan Capital Management
Massachusetts
$11.7M +$7.37M 1 0.73% New
315
Man Group
Man Group
United Kingdom
$11.7M -$4.44M 3 0.02% Reduced
316
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$11.6M +$976K 3 0.23% Increased
317
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$11.4M +$43K 4 0.21% Increased
318
Graham Capital Management
Graham Capital Management
Connecticut
$11.4M -$6.37M 5 0.17% Reduced
319
PAS
Point72 Asia (Singapore)
Singapore
$11.4M -$14.1M 5 2.02% Reduced
320
JGUA
John G. Ullman & Associates
New York
$11.3M -$57.3K 4 1.68% Reduced
321
Weiss Asset Management
Weiss Asset Management
Massachusetts
$11.1M +$2.27M 3 0.13% Increased
322
Cerity Partners
Cerity Partners
New York
$11.1M +$88.4K 5 0.02% Increased
323
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$11.1M +$2.19M 4 0.04% Increased
324
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$11.1M -$42.2M 6 0.05% Reduced
325
Hantz Financial Services
Hantz Financial Services
Michigan
$11.1M +$3.9M 5 0.18% Increased