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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
Masters Capital Management
Masters Capital Management
Georgia
$5.48M -$44.7K 1 0.2% Reduced
177
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$5.29M +$5.03M 1 0.19% New
178
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.27M +$99.1K 1 0.5% Increased
179
Emerald Advisers
Emerald Advisers
Pennsylvania
$5.16M +$750K 1 0.31% Increased
180
NCM
Newland Capital Management
New York
$5.1M +$6.28M 1 3.37% New
181
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$5.08M $0 1 0.05% Maintained
182
GPCM
Greenbrier Partners Capital Management
Texas
$5.07M -$391K 1 1.3% Reduced
183
SRC
Shufro Rose & Co
New York
$5.06M +$3.73M 2 0.52% Increased
184
Nuveen
Nuveen
North Carolina
$5.05M +$2.64M 4 0.03% Increased
185
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$5.04M -$2.94K 1 0.22% Reduced
186
ICM
Ionic Capital Management
New York
$4.99M +$3.93M 2 0.16% Increased
187
PP
Patten & Patten
Tennessee
$4.97M +$1.19M 1 0.79% Increased
188
PCM
Portolan Capital Management
Massachusetts
$4.95M +$667K 1 1.12% Increased
189
ING Group
ING Group
Netherlands
$4.78M +$2M 1 0.03% Increased
190
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.77M +$853K 7 0% Increased
191
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.68M +$5.49M 1 0.02% New
192
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$4.63M -$103K 4 0.02% Reduced
193
USAA
United Services Automobile Association
Texas
$4.35M +$388K 1 0.02% Increased
194
ACM
Argent Capital Management
Missouri
$4.33M -$505K 1 0.24% Reduced
195
Oppenheimer & Co
Oppenheimer & Co
New York
$4.27M -$122K 4 0.13% Reduced
196
Hood River Capital Management
Hood River Capital Management
Florida
$4.23M -$989K 1 0.59% Reduced
197
Frontier Capital Management
Frontier Capital Management
Massachusetts
$4.22M -$134K 1 0.03% Reduced
198
Prudential Financial
Prudential Financial
New Jersey
$4.19M -$2.1M 4 0.01% Reduced
199
CI Global Investments
CI Global Investments
California
$4.04M -$1.04M 1 0.09% Reduced
200
NIP
Nicholas Investment Partners
California
$3.84M +$1.01M 1 0.24% Increased