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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
Quantinno Capital Management
Quantinno Capital Management
New York
$11M +$3.18M 6 0.05% Increased
327
LI
LHM Inc
Utah
$11M -$896K 1 3.65% Reduced
328
GAAM
Grand Alliance Asset Management
Hong Kong
$10.9M -$18.7M 2 12.36% Reduced
329
CIBC World Market
CIBC World Market
Ontario, Canada
$10.6M +$7.18M 5 0.02% Increased
330
Tredje AP-fonden
Tredje AP-fonden
Sweden
$10.6M $0 1 0.08% Maintained
331
BCC
Bridge City Capital
Oregon
$10.5M +$2.07M 2 2.94% Increased
332
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.4M +$608K 4 0.06% Increased
333
HighTower Advisors
HighTower Advisors
Illinois
$10.4M +$2.22M 7 0.01% Increased
334
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$10.2M +$4.45M 6 0.06% Increased
335
GIPM
G2 Investment Partners Management
New York
$10.1M +$955K 1 2.21% Increased
336
Tidal Investments
Tidal Investments
Wisconsin
$10M +$67.3K 6 0.06% Increased
337
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$9.99M +$7.45M 2 0.22% Increased
338
RHJA
Rice Hall James & Associates
California
$9.89M +$3.29M 3 0.53% Increased
339
FMI
F/M Investments
District of Columbia
$9.76M -$1.21M 2 0.35% Reduced
340
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$9.76M +$61.8K 4 0.05% Increased
341
Jefferies Financial Group
Jefferies Financial Group
New York
$9.68M +$5.39M 2 0.08% Increased
342
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$9.66M +$636K 9 0.01% Increased
343
Renaissance Technologies
Renaissance Technologies
New York
$9.22M -$44.5M 4 0.01% Reduced
344
DP
DDD Partners
Washington
$9.2M +$191K 1 0.99% Increased
345
Castleark Management
Castleark Management
Illinois
$9.19M -$5.06M 2 0.28% Reduced
346
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$9.05M +$43.1K 4 0.14% Increased
347
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$9.04M -$162K 2 0.03% Reduced
348
AI
Atom Investors
Texas
$9.02M -$2.37M 4 0.8% Reduced
349
JSC
Jackson Square Capital
California
$8.98M +$5.27M 2 1.99% Increased
350
Nomura Holdings
Nomura Holdings
Japan
$8.79M -$6.53M 3 0.02% Reduced