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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
CCM
Cinctive Capital Management
New York
$16.3M +$12.5M 5 0.78% Increased
327
Tidal Investments
Tidal Investments
Wisconsin
$16.1M +$1.5M 7 0.03% Increased
328
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$16.1M -$8.11M 1 0.09% Reduced
329
SBCM
Silverberg Bernstein Capital Management
New York
$15.9M +$2.32M 1 9.64% Increased
330
Credit Agricole
Credit Agricole
France
$15.9M +$12.5M 5 0.04% New
331
IMC Chicago
IMC Chicago
Illinois
$15.9M +$9.87M 6 0.01% Increased
332
Group One Trading
Group One Trading
Illinois
$15.8M -$1.15M 7 0.03% Reduced
333
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$15.8M +$31.7K 4 0.26% Increased
334
IEQ Capital
IEQ Capital
California
$15.2M -$4.81M 5 0.05% Reduced
335
KC
Kadensa Capital
Hong Kong
$15.2M +$11.6M 1 1.56% New
336
VDBMI
Van Den Berg Management I
Texas
$14.9M -$1.5M 1 3.74% Reduced
337
NIP
Nicholas Investment Partners
California
$14.8M +$4.98M 2 1.13% Increased
338
RIM
Ranger Investment Management
Texas
$14.7M +$15.6M 1 1.02% New
339
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.5M +$133K 4 0.07% Increased
340
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$14.5M +$6.01M 1 0.35% Increased
341
BCM
Bienville Capital Management
New York
$14.5M -$18.4K 1 2.76% Reduced
342
CIBC World Market
CIBC World Market
Ontario, Canada
$14.2M -$2.13M 6 0.03% Reduced
343
LCG
Lisanti Capital Growth
New York
$14.2M -$16.3M 3 3.47% Reduced
344
SG Americas Securities
SG Americas Securities
New York
$14M +$7.59M 6 0.05% Increased
345
Hantz Financial Services
Hantz Financial Services
Michigan
$14M +$124K 6 0.21% Increased
346
Quantbot Technologies
Quantbot Technologies
New York
$13.8M -$11.2M 6 0.38% Reduced
347
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$13.6M +$12.1M 2 0.05% Increased
348
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$13.5M +$28.7K 4 0.07% Increased
349
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$13.4M -$1.95M 1 0.04% Reduced
350
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$13.4M -$7.14M 3 0.15% Reduced