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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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$9.07M -$299K 8 0.02% Reduced
177
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$9.02M +$10.3M 1 0.12% New
178
Barclays
Barclays
United Kingdom
$8.99M -$7.45M 9 0.01% Reduced
179
BA
Bard Associates
Illinois
$8.94M -$35.9K 1 4.29% Reduced
180
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$8.79M -$446K 3 0.11% Reduced
181
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$8.78M +$4.26M 3 0.04% Increased
182
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$8.77M +$2.21M 1 0.15% Increased
183
Marshall Wace North America
Marshall Wace North America
New York
$8.73M +$4.61M 2 0.05% Increased
184
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.68M -$3.31M 1 0% Reduced
185
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.5M +$9.69M 1 0.93% New
186
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$8.43M $0 1 0.14% Maintained
187
Aperio Group
Aperio Group
California
$8.31M -$1.86M 6 0.04% Reduced
188
NM
Newtyn Management
New York
$8.28M +$838K 1 1.27% Increased
189
Scout Investments
Scout Investments
Missouri
$8.21M +$323K 1 0.2% Increased
190
NC
Northpointe Capital
Michigan
$8.15M +$1.35M 1 0.91% Increased
191
BBCM
Boardman Bay Capital Management
New York
$8.04M -$1.88M 3 11.4% Reduced
192
SEI Investments
SEI Investments
Pennsylvania
$8.02M -$2.85M 6 0.03% Reduced
193
MAP
Managed Asset Portfolios
Michigan
$7.89M -$6.87M 1 2.5% Reduced
194
QIM
Quantitative Investment Management
Virginia
$7.86M +$5.94M 4 0.12% Increased
195
Nordea Investment Management
Nordea Investment Management
Sweden
$7.84M +$5.04M 4 0.02% Increased
196
GIP
Granite Investment Partners
California
$7.84M -$14.7M 1 0.49% Reduced
197
MetLife Investment Management
MetLife Investment Management
New Jersey
$7.77M +$8.23M 7 0.09% New
198
FIMG
Financial & Investment Management Group
Michigan
$7.75M +$2.63M 1 2.68% Increased
199
Walleye Trading
Walleye Trading
New York
$7.62M -$13.8M 6 0.04% Reduced
200
PP
Patten & Patten
Tennessee
$7.51M -$983K 2 0.75% Reduced