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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
351
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$1.13M +$739K 2 0.15% Increased
352
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.13M +$369K 2 0.01% Increased
353
ProShare Advisors
ProShare Advisors
Maryland
$1.12M -$711K 2 0.02% Reduced
354
HIP
Hatteras Investment Partners
North Carolina
$1.11M +$385K 2 1.03% Increased
355
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.08M +$698K 1 0.01% Increased
356
NPGCU
Napier Park Global Capital (US)
New York
$1.08M +$1.15M 1 0.38% New
357
Verition Fund Management
Verition Fund Management
Connecticut
$1.05M -$503K 4 0.18% Reduced
358
QIM
Quantitative Investment Management
Virginia
$1.01M +$973K 1 0.15% New
359
William Blair & Company
William Blair & Company
Illinois
$990K -$11.3M 2 0% Reduced
360
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$987K -$588K 2 0.03% Reduced
361
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$939K -$36.7K 2 0.01% Reduced
362
LCG
Lisanti Capital Growth
New York
$937K +$905K 1 0.68% New
363
PPCM
Pillar Pacific Capital Management
California
$925K $0 2 0.16% Maintained
364
AA
AlphaMark Advisors
Kentucky
$900K -$30.2K 1 0.51% Reduced
365
AL
Airain Ltd
Guernsey
$874K +$895K 2 0.05% New
366
US Bancorp
US Bancorp
Minnesota
$873K -$41.5K 6 0% Reduced
367
Bessemer Group
Bessemer Group
New Jersey
$867K +$868K 3 0% Increased
368
STRS Ohio
STRS Ohio
Ohio
$864K +$530K 4 0% Increased
369
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$863K +$75.4K 1 0.02% Increased
370
IP
Isthmus Partners
Wisconsin
$851K -$147K 1 0.28% Reduced
371
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$841K +$2.44K 2 0.06% Increased
372
RAM
RWC Asset Management
United Kingdom
$841K +$812K 1 0.07% New
373
Canada Life
Canada Life
Manitoba, Canada
$837K +$99.8K 6 0% Increased
374
VAM
Visium Asset Management
New York
$834K -$2.74M 1 0.01% Reduced
375
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$822K $0 1 0.19% Maintained