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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
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.48M +$491K 1 0.04% Increased
377
PineBridge Investments
PineBridge Investments
New York
$4.41M +$3.74M 2 0.03% New
378
PCM
Pinnbrook Capital Management
New York
$4.37M -$9.43M 1 0.62% Reduced
379
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$4.29M -$152K 5 0.04% Reduced
380
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$4.29M -$152K 5 0.04% Reduced
381
HJIM
Henry James International Management
New York
$4.26M +$615 1 1.49% Increased
382
US Bancorp
US Bancorp
Minnesota
$4.2M -$1.79M 10 0.01% Reduced
383
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$4.18M -$1.11M 1 0.29% Reduced
384
Xponance
Xponance
Pennsylvania
$4.1M +$191K 7 0.04% Increased
385
LK
Lumbard & Kellner
New Hampshire
$4.06M +$8.38K 1 1.79% Increased
386
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.05M -$428K 1 0.01% Reduced
387
EN1L
Engine No 1 LLC
California
$4.05M +$3.4M 1 8.01% New
388
RHJA
Rice Hall James & Associates
California
$4M +$1.04M 2 0.22% Increased
389
RG
Renaissance Group
Kentucky
$4M +$3.87M 1 0.16% New
390
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$3.95M -$426K 3 0.47% Reduced
391
Eventide Asset Management
Eventide Asset Management
Massachusetts
$3.92M +$3.35M 2 0.07% New
392
RCM
Ratan Capital Management
Florida
$3.91M +$3.29M 1 1.05% New
393
CYG
Clean Yield Group
Vermont
$3.86M -$129K 1 1.22% Reduced
394
Atria Investments
Atria Investments
North Carolina
$3.86M +$1.14M 5 0.05% Increased
395
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$3.85M +$420K 4 0.04% Increased
396
SG Americas Securities
SG Americas Securities
New York
$3.82M -$3.46M 8 0.01% Reduced
397
HCM
Hilton Capital Management
New York
$3.81M -$597K 2 0.3% Reduced
398
WW
Waterfront Wealth
Kansas
$3.76M +$13.1K 1 0.92% Increased
399
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$3.74M +$211K 5 0.07% Increased
400
Quantinno Capital Management
Quantinno Capital Management
New York
$3.69M +$937K 5 0.05% Increased