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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
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$26M -$1.09M 3 0.45% Reduced
152
Wasatch Advisors
Wasatch Advisors
Utah
$25.5M +$4.25M 2 0.11% Increased
153
Two Sigma Investments
Two Sigma Investments
New York
$25.1M +$21.1M 6 0.07% Increased
154
Two Sigma Advisers
Two Sigma Advisers
New York
$24.8M -$6.2M 7 0.07% Reduced
155
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$24.3M -$127M 3 0.02% Reduced
156
Barclays
Barclays
United Kingdom
$24.3M -$115K 9 0.01% Reduced
157
AssetMark Inc
AssetMark Inc
California
$23.8M +$22.9M 2 0.12% Increased
158
Panagora Asset Management
Panagora Asset Management
Massachusetts
$23.4M -$5.79M 4 0.13% Reduced
159
NPIC
Neumeier Poma Investment Counsel
California
$23.1M -$4.37M 1 1.38% Reduced
160
SGAM
Smith Group Asset Management
Texas
$23M -$872K 3 1.22% Reduced
161
Comerica Bank
Comerica Bank
Texas
$23M +$2.22M 6 0.14% Increased
162
AIC
AWM Investment Company
New York
$23M $0 1 2.56% Maintained
163
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$23M +$27.5M 1 0.25% New
164
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$22.9M -$2.75M 8 0.05% Reduced
165
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$22.8M -$5.96M 5 0.28% Reduced
166
Aviva
Aviva
United Kingdom
$22.3M +$1.58M 2 0.11% Increased
167
Raymond James & Associates
Raymond James & Associates
Florida
$22.3M +$845K 6 0.02% Increased
168
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$22.3M -$10.3M 1 0.5% Reduced
169
AL
Arnhold LLC
New York
$21.9M +$24M 2 2.62% New
170
LPL Financial
LPL Financial
California
$21.4M +$1.48M 5 0.02% Increased
171
Guggenheim Capital
Guggenheim Capital
Illinois
$20.6M -$3.59M 5 0.14% Reduced
172
RB
Rodgers Brothers
Pennsylvania
$20.3M +$601K 1 4.21% Increased
173
Brookfield Corp
Brookfield Corp
Ontario, Canada
$20.1M +$22.2M 2 0.1% New
174
PVH
Psagot Value Holdings
Israel
$19.7M -$249K 1 0.44% Reduced
175
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.7M +$834K 6 0.01% Increased