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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
Group One Trading
Group One Trading
Illinois
$5.52M -$639K 3 0.08% Reduced
177
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.44M +$2.1M 3 0.04% Increased
178
NCCM
Nine Chapters Capital Management
New Jersey
$5.4M +$3.99M 6 0.47% Increased
179
Scout Investments
Scout Investments
Missouri
$5.32M +$1.04M 2 0.08% Increased
180
AAP
Ardsley Advisory Partners
Connecticut
$5.31M -$7.56M 2 0.84% Reduced
181
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.3M -$191K 4 0.02% Reduced
182
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$5.24M +$4.71M 1 0.34% New
183
Baird
Baird
Wisconsin
$5.21M -$1.17M 3 0.06% Reduced
184
HBK Investments
HBK Investments
Texas
$5.2M +$4.8M 2 0.06% New
185
PP
Patten & Patten
Tennessee
$5.19M +$585K 1 0.78% Increased
186
City National Bank
City National Bank
Delaware
$5.14M -$12.2M 1 0.04% Reduced
187
TC
TFS Capital
Pennsylvania
$4.95M +$1.65M 2 0.47% Increased
188
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.94M +$4.65M 1 0.6% New
189
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.45M -$852K 1 0.02% Reduced
190
CAM
Capstone Asset Management
Texas
$4.42M +$2.15M 3 0.13% Increased
191
Jane Street
Jane Street
New York
$4.4M -$18.8M 1 0.03% Reduced
192
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$4.33M +$2.11M 5 0.04% Increased
193
CCM
Criterion Capital Management
California
$4.31M +$3.87M 1 0.16% New
194
HHC
Hutchin Hill Capital
New York
$4.3M +$3.06M 2 0.15% Increased
195
Advent Capital Management
Advent Capital Management
New York
$4.21M +$3.35M 1 0.06% Increased
196
ACM
Argent Capital Management
Missouri
$4.16M -$1.61M 1 0.2% Reduced
197
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$4.06M +$1.16M 3 0.02% Increased
198
Frontier Capital Management
Frontier Capital Management
Massachusetts
$4.02M -$431K 1 0.03% Reduced
199
Guggenheim Capital
Guggenheim Capital
Illinois
$3.96M -$7.38M 5 0.01% Reduced
200
KG
Killen Group
Pennsylvania
$3.72M +$3.23M 2 0.24% Increased