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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
Wolverine Asset Management
Wolverine Asset Management
Illinois
$8.78M +$639K 3 0.08% Increased
352
PCMH
Polymer Capital Management (HK)
Hong Kong
$8.66M +$1.85M 2 1.31% Increased
353
Kestra Advisory Services
Kestra Advisory Services
Texas
$8.63M +$2.75M 7 0.04% Increased
354
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$8.62M $0 1 0.17% Maintained
355
TCM
Tieton Capital Management
Washington
$8.54M -$65.8K 1 3.34% Reduced
356
Pictet Asset Management
Pictet Asset Management
Switzerland
$8.52M -$77.3K 6 0.01% Reduced
357
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$8.49M +$2.04M 6 0.07% Increased
358
NIP
Nicholas Investment Partners
California
$8.4M +$4.21M 2 0.75% Increased
359
TA
Tectonic Advisors
Texas
$8.4M +$844K 1 0.49% Increased
360
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$8.38M +$6.26M 1 0.13% New
361
BCH
Berkshire Capital Holdings
California
$8.36M +$5.26M 3 2.92% Increased
362
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$8.31M $0 4 0.27% Maintained
363
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$8.29M +$46.9K 4 0.15% Increased
364
BCM
Bienville Capital Management
New York
$8.09M +$3.26M 1 1.59% Increased
365
FM
Freemont Management
Switzerland
$8.02M +$1.68M 1 1.2% Increased
366
BA
Bard Associates
Illinois
$7.97M -$131K 1 2.56% Reduced
367
Magnetar Financial
Magnetar Financial
Illinois
$7.91M -$7.08M 2 0.04% Reduced
368
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$7.75M -$8.25M 5 0.19% Reduced
369
HCA
Harbour Capital Advisors
Virginia
$7.69M -$18.1K 3 1.62% Reduced
370
SRC
Shufro Rose & Co
New York
$7.66M -$197K 1 0.62% Reduced
371
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$7.62M +$568K 1 0.25% Increased
372
Covea Finance
Covea Finance
France
$7.57M +$9.57K 2 0.28% Increased
373
US Bancorp
US Bancorp
Minnesota
$7.51M +$1.41M 9 0.01% Increased
374
DFCM
Dark Forest Capital Management
Puerto Rico
$7.51M -$2.61M 4 0.3% Reduced
375
Sit Investment Associates
Sit Investment Associates
Minnesota
$7.41M +$521K 2 0.16% Increased