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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
Sit Investment Associates
Sit Investment Associates
Minnesota
$6.95M $0 2 0.16% Maintained
377
Covea Finance
Covea Finance
France
$6.82M -$549K 2 0.31% Reduced
378
KA
Kovack Advisors
Florida
$6.81M -$915K 2 0.67% Reduced
379
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$6.79M +$2.31M 3 0.08% Increased
380
HSBC Holdings
HSBC Holdings
United Kingdom
$6.75M +$3.01M 7 0% Increased
381
AI
Atom Investors
Texas
$6.73M -$260K 2 0.84% Reduced
382
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$6.71M +$1.3M 2 0.01% Increased
383
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$6.49M -$118K 1 0.06% Reduced
384
Davenport & Co
Davenport & Co
Virginia
$6.43M +$157K 1 0.04% Increased
385
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$6.4M -$3.49M 1 0.32% Reduced
386
CCM
Candelo Capital Management
New York
$6.39M +$6.75M 1 3.23% New
387
BCM
Bayesian Capital Management
New York
$6.35M +$2.48M 4 0.78% Increased
388
Glenmede Trust
Glenmede Trust
Pennsylvania
$6.3M -$7.64M 4 0.03% Reduced
389
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$6.27M +$1.09M 1 0.13% Increased
390
Prudential Financial
Prudential Financial
New Jersey
$6.27M -$1.18M 6 0.01% Reduced
391
TA
Tectonic Advisors
Texas
$6.26M +$1.15M 1 0.41% Increased
392
ProShare Advisors
ProShare Advisors
Maryland
$6.21M +$1.44M 10 0.01% Increased
393
US Bancorp
US Bancorp
Minnesota
$5.99M +$924K 10 0.01% Increased
394
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$5.96M +$35.8K 3 0.12% Increased
395
SP
Summit Partners
Massachusetts
$5.91M $0 1 0.26% Maintained
396
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$5.83M -$18.7M 1 0.11% Reduced
397
KAM
Kopion Asset Management
Texas
$5.81M -$4.2M 1 4.08% Reduced
398
Quantinno Capital Management
Quantinno Capital Management
New York
$5.79M +$1.22M 5 0.06% Increased
399
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$5.73M -$694K 1 0.19% Reduced
400
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.61M -$84K 5 0.01% Reduced