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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
176
Natixis
Natixis
France
$5.71M -$3.9M 1 0.05% Reduced
177
GACM
Green Arrow Capital Management
New York
$5.68M -$6.01M 1 0.4% Reduced
178
Swiss National Bank
Swiss National Bank
Switzerland
$5.56M +$23.8K 5 0.02% Increased
179
BA
Broadview Advisors
Wisconsin
$5.49M +$841K 1 0.59% Increased
180
First Trust Advisors
First Trust Advisors
Illinois
$5.47M +$527K 3 0.03% Increased
181
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$5.45M +$1.99M 1 0.24% Increased
182
Aperio Group
Aperio Group
California
$5.41M -$4.27M 0 – Closed
183
Palisade Capital Management
Palisade Capital Management
New Jersey
$5.37M +$1.28M 1 0.14% Increased
184
BlackRock
BlackRock
New York
$5.31M +$4.51M 5 0.01% Increased
185
Scout Investments
Scout Investments
Missouri
$5.27M +$8.89K 2 0.06% Increased
186
TPSF
Texas Permanent School Fund
Texas
$5.24M -$43.6K 3 0.05% Reduced
187
Jennison Associates
Jennison Associates
New York
$5.17M -$6.73M 2 0.01% Reduced
188
PRC
Platte River Capital
Colorado
$5.15M -$1.84M 1 0.66% Reduced
189
SEI Trust Company
SEI Trust Company
Pennsylvania
$5.04M -$1.34M 4 0.05% Reduced
190
GPCM
Greenbrier Partners Capital Management
Texas
$5.04M $0 1 1.36% Maintained
191
Hood River Capital Management
Hood River Capital Management
Florida
$4.84M +$4.92M 1 0.72% New
192
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.74M +$443K 1 0% Increased
193
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$4.62M $0 1 0.05% Maintained
194
CPIM
Columbia Partners Investment Management
Virginia
$4.53M +$3.86M 1 0.19% New
195
BA
Bard Associates
Illinois
$4.53M -$44.3K 1 1.88% Reduced
196
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$4.5M +$4.48M 1 0.25% New
197
Federated Hermes
Federated Hermes
Pennsylvania
$4.49M -$85K 2 0.02% Reduced
198
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$4.49M -$6.37M 2 0.02% Reduced
199
USAA
United Services Automobile Association
Texas
$4.48M +$2.25M 1 0.02% Increased
200
CAM
CMT Asset Management
Illinois
$4.12M -$5.14M 1 0.2% Reduced