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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
376
MPAM
Murphy Pohlad Asset Management
Minnesota
$2.54M +$47.6K 1 1.05% Increased
377
Oppenheimer & Co
Oppenheimer & Co
New York
$2.53M -$145K 3 0.05% Reduced
378
TC
TownSquare Capital
Utah
$2.5M +$10.7K 1 0.06% Increased
379
PMEF
Point72 Middle East FZE
United Arab Emirates
$2.48M +$792K 1 0.08% Increased
380
ProShare Advisors
ProShare Advisors
Maryland
$2.46M -$482K 8 0.01% Reduced
381
Vident Investment Advisory
Vident Investment Advisory
Georgia
$2.43M -$6.97M 5 0.08% Reduced
382
Simplicity Solutions
Simplicity Solutions
Minnesota
$2.42M +$349K 1 0.06% Increased
383
GP
Girard Partners
Pennsylvania
$2.42M -$42.8K 1 0.27% Reduced
384
Evergreen Capital Management
Evergreen Capital Management
Washington
$2.4M +$11K 1 0.11% Increased
385
Glenmede Trust
Glenmede Trust
Pennsylvania
$2.39M +$1.7M 4 0.01% Increased
386
TCM
Tieton Capital Management
Washington
$2.38M -$263K 1 1.69% Reduced
387
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.37M +$624K 8 0.02% Increased
388
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$2.36M +$206K 1 0.08% Increased
389
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$2.35M +$1.06M 5 0.08% Increased
390
VCM
Voce Capital Management
California
$2.34M $0 1 3.51% Maintained
391
KTA
Keeley-Teton Advisors
Illinois
$2.33M +$629K 2 0.29% Increased
392
APG Asset Management
APG Asset Management
Netherlands
$2.33M -$372K 1 0% Reduced
393
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$2.32M +$1.33M 4 0.11% Increased
394
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.32M +$1.25M 2 0.01% Increased
395
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$2.3M -$564K 3 0.05% Reduced
396
IP
Intellectus Partners
California
$2.3M -$69.1K 1 0.73% Reduced
397
LCM
Legato Capital Management
California
$2.29M $0 3 0.42% Maintained
398
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$2.29M +$164K 3 0.1% Increased
399
RBC
Romano Brothers & Co
Illinois
$2.25M +$288K 1 0.35% Increased
400
PEAK6 Investments
PEAK6 Investments
Illinois
$2.22M -$2.7M 2 0.01% Reduced