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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
WCM Investment Management
WCM Investment Management
California
$6.2M -$22.2K 1 0.02% Reduced
327
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.13M +$841K 9 0% Increased
328
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$6.08M +$2.99M 2 0.13% Increased
329
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.06M +$3.06M 1 0.04% Increased
330
KA
Kovack Advisors
Florida
$6.03M -$1.24M 1 0.64% Reduced
331
Weiss Asset Management
Weiss Asset Management
Massachusetts
$6.01M +$6.87M 2 0.12% Increased
332
HVCM
Hel Ved Capital Management
Hong Kong
$5.97M -$23.5M 1 2.15% Reduced
333
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$5.95M +$195K 4 0.21% Increased
334
BA
Bard Associates
Illinois
$5.92M -$24.9K 1 2.21% Reduced
335
HVIA
Hudson Valley Investment Advisors
New York
$5.89M -$133K 1 0.7% Reduced
336
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$5.88M +$7.81K 4 0.11% Increased
337
HSBC Holdings
HSBC Holdings
United Kingdom
$5.81M +$1.68M 6 0% Increased
338
VCM
Valiant Capital Management
California
$5.8M $0 1 0.42% Maintained
339
CMF
Counterpoint Mutual Funds
California
$5.75M +$5.42M 5 0.82% Increased
340
LCG
Lisanti Capital Growth
New York
$5.74M -$10.9M 4 1.71% Reduced
341
Pictet Asset Management
Pictet Asset Management
Switzerland
$5.58M +$502K 6 0.01% Increased
342
PIM
Peregrine Investment Management
Ontario, Canada
$5.56M +$214K 1 4.15% Increased
343
TA
Tectonic Advisors
Texas
$5.53M +$1.4M 1 0.35% Increased
344
QRG Capital Management
QRG Capital Management
Illinois
$5.44M +$1.31M 3 0.06% Increased
345
DFCM
Dark Forest Capital Management
Puerto Rico
$5.44M +$7.52M 2 0.25% Increased
346
KBC Group
KBC Group
Belgium
$5.41M +$196K 6 0.02% Increased
347
Covea Finance
Covea Finance
France
$5.4M +$541K 2 0.25% Increased
348
Wolverine Asset Management
Wolverine Asset Management
Illinois
$5.35M -$5.98M 2 0.06% Reduced
349
Group One Trading
Group One Trading
Illinois
$5.29M -$11.4M 6 0.02% Reduced
350
MCM
Maytus Capital Management
New York
$5.21M +$4.12M 1 1.6% Increased