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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
Barings
Barings
North Carolina
$1.57M -$362K 1 0.02% Reduced
352
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$1.49M +$228K 4 0.03% Increased
353
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$1.48M +$758K 2 0.04% Increased
354
HIM
Herald Investment Management
United Kingdom
$1.47M $0 2 0.41% Maintained
355
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$1.46M +$703K 2 0.02% Increased
356
Credit Agricole
Credit Agricole
France
$1.44M +$426K 2 0.1% Increased
357
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$1.41M +$317K 4 0.25% Increased
358
Cetera Advisors
Cetera Advisors
Colorado
$1.4M +$1.34M 1 0.08% New
359
CM
Crestline Management
Texas
$1.4M -$545K 1 0.15% Reduced
360
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.38M +$267K 1 0.01% Increased
361
Creative Planning
Creative Planning
Kansas
$1.38M -$1.05M 3 0.01% Reduced
362
GC
Globeflex Capital
California
$1.37M -$56.6K 2 0.28% Reduced
363
ACI
AMP Capital Investors
Australia
$1.36M +$1.4M 1 0.01% New
364
EP
Elkfork Partners
Oregon
$1.31M +$24.9K 5 0.03% Increased
365
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.31M -$826K 1 0.02% Reduced
366
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.3M -$1.27M 3 0.02% Reduced
367
M&T Bank
M&T Bank
New York
$1.29M -$192K 1 0.01% Reduced
368
PCM
Princeton Capital Management
New Jersey
$1.28M +$305K 2 0.56% Increased
369
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$1.27M -$59.6K 1 0.03% Reduced
370
Wolverine Trading
Wolverine Trading
Illinois
$1.24M $0 4 0% Maintained
371
Simplex Trading
Simplex Trading
Illinois
$1.23M -$889K 4 0% Reduced
372
Advisor Group
Advisor Group
Arizona
$1.22M -$508K 8 0.02% Reduced
373
LSCM
LaSalle Street Capital Management
Illinois
$1.22M +$236K 1 1.21% Increased
374
CG
Cutler Group
California
$1.21M +$300K 6 0.1% Increased
375
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.2M -$1.13M 1 0.01% Reduced