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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
Trillium Asset Management
Trillium Asset Management
Massachusetts
$5.79M +$232K 1 0.5% Increased
177
SRFM
Shannon River Fund Management
New York
$5.7M -$26.3M 1 0.3% Reduced
178
BPIM
Brant Point Investment Management
New York
$5.49M +$2.02M 1 0.49% Increased
179
First Trust Advisors
First Trust Advisors
Illinois
$5.46M +$171K 4 0.02% Increased
180
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.28M -$110K 4 0.02% Reduced
181
HA
Heartland Advisors
Wisconsin
$5.27M +$5.29M 1 0.09% New
182
CI Global Investments
CI Global Investments
California
$5.21M +$4.47M 1 0.13% New
183
SG Americas Securities
SG Americas Securities
New York
$5.04M -$997K 3 0.03% Reduced
184
Zacks Investment Management
Zacks Investment Management
Illinois
$5.01M -$256K 2 0.18% Reduced
185
ACM
Argent Capital Management
Missouri
$4.96M -$1.51M 1 0.26% Reduced
186
USAA
United Services Automobile Association
Texas
$4.93M +$348K 1 0.02% Increased
187
Frontier Capital Management
Frontier Capital Management
Massachusetts
$4.77M -$281K 1 0.04% Reduced
188
GPCM
Greenbrier Partners Capital Management
Texas
$4.74M $0 1 1.19% Maintained
189
SLG
Stanley-Laman Group
Pennsylvania
$4.58M -$143K 1 0.84% Reduced
190
Group One Trading
Group One Trading
Illinois
$4.51M -$12.6M 4 0.07% Reduced
191
RCM
Raptor Capital Management
Massachusetts
$4.48M $0 1 2.33% Maintained
192
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$4.47M -$7.34M 2 0.02% Reduced
193
KLWA
Kelly Lawrence W & Associates
California
$4.45M -$5.73M 2 0.95% Reduced
194
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.41M -$100M 6 0% Reduced
195
ProShare Advisors
ProShare Advisors
Maryland
$4.38M -$1.91M 4 0.06% Reduced
196
RS Investment Management
RS Investment Management
California
$4.38M -$3.17M 2 0.04% Reduced
197
TPSF
Texas Permanent School Fund
Texas
$4.38M -$6.92K 3 0.05% Reduced
198
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.37M +$221K 7 0% Increased
199
NIP
Nicholas Investment Partners
California
$4.36M -$2.73M 1 0.26% Reduced
200
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$4.35M +$7.11K 1 0.18% Increased