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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
326
GJL
Gendell Jeffrey L
$5.78M +$5.32M 1 0.47% New
327
Trexquant Investment
Trexquant Investment
Connecticut
$5.74M +$3.07M 2 0.35% Increased
328
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$5.62M $0 3 0.19% Maintained
329
KBC Group
KBC Group
Belgium
$5.46M +$1.58M 4 0.02% Increased
330
FIM
Freedom Investment Management
Connecticut
$5.46M +$347K 2 0.4% Increased
331
Madison Asset Management
Madison Asset Management
Wisconsin
$5.38M -$329K 1 0.07% Reduced
332
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.38M +$1.23M 2 0.03% Increased
333
CI Investments Inc
CI Investments Inc
Ontario, Canada
$5.37M +$228K 4 0.02% Increased
334
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$5.16M -$306K 4 0.11% Reduced
335
HJIM
Henry James International Management
New York
$5.12M +$112K 1 1.58% Increased
336
SBL
Sargent Bickham Lagudis
Colorado
$5.11M -$3.33K 3 0.39% Reduced
337
CM
Crestline Management
Texas
$5.1M +$763K 2 0.38% Increased
338
Oppenheimer & Co
Oppenheimer & Co
New York
$5.1M +$697K 3 0.09% Increased
339
Profund Advisors
Profund Advisors
Maryland
$5.09M -$672K 4 0.17% Reduced
340
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$5.06M +$4.66M 2 0.13% New
341
Sowell Financial Services
Sowell Financial Services
Arkansas
$5.04M +$4.04M 1 0.29% New
342
ACM
Argent Capital Management
Missouri
$5.03M +$65.3K 1 0.15% Increased
343
HSBC Holdings
HSBC Holdings
United Kingdom
$4.96M -$388K 6 0% Reduced
344
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$4.93M $0 6 0.02% Maintained
345
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.9M +$2.38M 2 0.03% Increased
346
HW
Hedeker Wealth
Illinois
$4.86M +$263K 1 1.41% Increased
347
Prudential Financial
Prudential Financial
New Jersey
$4.76M -$158K 6 0.01% Reduced
348
HVIA
Hudson Valley Investment Advisors
New York
$4.72M +$311K 1 0.74% Increased
349
FHB
First Hawaiian Bank
Hawaii
$4.67M +$2.35M 3 0.14% Increased
350
GP
Girard Partners
Pennsylvania
$4.67M +$45.9K 1 0.51% Increased