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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
Swiss National Bank
Swiss National Bank
Switzerland
$7.08M +$96.8K 5 0.03% Increased
152
Palisade Capital Management
Palisade Capital Management
New Jersey
$7.02M -$301K 2 0.17% Reduced
153
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.99M +$613K 7 0% Increased
154
GPCM
Greenbrier Partners Capital Management
Texas
$6.99M $0 1 1.69% Maintained
155
VAS
Valicenti Advisory Services
New York
$6.98M -$926K 2 4.17% Reduced
156
Driehaus Capital Management
Driehaus Capital Management
Illinois
$6.96M +$7.15M 1 0.28% New
157
BS
Bow Street
New York
$6.81M +$7M 1 2.41% New
158
Masters Capital Management
Masters Capital Management
Georgia
$6.76M +$1.17M 1 0.19% Increased
159
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.65M -$1.58M 6 0.01% Reduced
160
Needham Investment Management
Needham Investment Management
New York
$6.53M -$1.66M 1 1.37% Reduced
161
EI
EAM Investors
California
$6.52M +$1.71M 2 0.91% Increased
162
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$6.47M -$1.06M 5 0.04% Reduced
163
Trillium Asset Management
Trillium Asset Management
Massachusetts
$6.42M +$259K 1 0.44% Increased
164
ICM
Ionic Capital Management
New York
$6.41M +$952K 2 0.18% Increased
165
TCM
Tygh Capital Management
Oregon
$6.24M -$464K 1 1.21% Reduced
166
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$6.15M -$2.33M 1 0.24% Reduced
167
Marshall Wace
Marshall Wace
United Kingdom
$5.92M +$1.87M 2 0.08% Increased
168
Prudential Financial
Prudential Financial
New Jersey
$5.92M +$1.09M 4 0.01% Increased
169
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.88M +$2.34M 1 0.07% Increased
170
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$5.87M $0 1 0.06% Maintained
171
Dorsal Capital Management
Dorsal Capital Management
California
$5.82M -$10.9M 1 1.17% Reduced
172
SRC
Shufro Rose & Co
New York
$5.76M -$21.6K 2 0.59% Reduced
173
TCM
Tieton Capital Management
Washington
$5.68M -$449K 1 4.69% Reduced
174
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$5.59M -$532K 2 0.04% Reduced
175
HIP
Hatteras Investment Partners
North Carolina
$5.56M +$2.85M 4 2% Increased