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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
151
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.2M +$6.61M 2 0.99% New
152
Needham Investment Management
Needham Investment Management
New York
$6.82M +$297K 2 1.53% Increased
153
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$6.8M -$503K 1 0.29% Reduced
154
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$6.75M +$4.78M 1 0.24% New
155
Panagora Asset Management
Panagora Asset Management
Massachusetts
$6.65M +$5.78M 4 0.03% Increased
156
KCM
Kingdon Capital Management
New York
$6.58M +$6.4M 1 0.32% New
157
DFO
Duquesne Family Office
New York
$6.51M +$4.72M 1 0.77% New
158
MC
Maplelane Capital
New York
$6.51M +$4.72M 1 0.27% New
159
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$6.51M +$5.87M 1 0.29% New
160
SCM
SG Capital Management
Illinois
$6.5M -$239K 1 2.83% Reduced
161
Comerica Bank
Comerica Bank
Texas
$6.49M +$1.38M 5 0.05% Increased
162
Frontier Capital Management
Frontier Capital Management
Massachusetts
$6.21M -$164K 1 0.05% Reduced
163
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.17M -$1.07M 4 0.02% Reduced
164
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$6.09M -$155K 1 0.36% Reduced
165
Hancock Whitney
Hancock Whitney
Mississippi
$6.03M +$5.87M 1 0.28% New
166
UBS O'Connor
UBS O'Connor
Illinois
$5.86M -$1.79M 1 0.12% Reduced
167
HighTower Advisors
HighTower Advisors
Illinois
$5.85M -$42.8K 1 0.15% Reduced
168
Swiss National Bank
Swiss National Bank
Switzerland
$5.83M -$323K 5 0.02% Reduced
169
GPCM
Greenbrier Partners Capital Management
Texas
$5.83M $0 1 1.79% Maintained
170
WSA
Wall Street Associates
California
$5.82M +$5.59M 2 0.54% New
171
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$5.74M +$26.4K 3 0.05% Increased
172
SEI Trust Company
SEI Trust Company
Pennsylvania
$5.66M +$4.53M 3 0.06% New
173
TPSF
Texas Permanent School Fund
Texas
$5.45M -$290K 3 0.06% Reduced
174
Prudential Financial
Prudential Financial
New Jersey
$5.45M +$127K 4 0.01% Increased
175
Scout Investments
Scout Investments
Missouri
$5.42M -$25.9K 2 0.04% Reduced