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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
Two Sigma Advisers
Two Sigma Advisers
New York
$9.03M +$2.04M 3 0.02% Increased
177
IIA
IPG Investment Advisors
California
$9.01M +$554K 3 3.15% Increased
178
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$8.93M -$209K 1 0.06% Reduced
179
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$8.78M -$2.32M 3 0.12% Reduced
180
Calamos Advisors
Calamos Advisors
Illinois
$8.74M $0 1 0.05% Maintained
181
GAI
General American Investors
New York
$8.69M +$1.19M 1 0.79% Increased
182
UBS AM
UBS AM
Illinois
$8.64M +$97.2K 7 0.01% Increased
183
GPCM
Granite Point Capital Management
Massachusetts
$8.55M +$3.18M 3 0.77% Increased
184
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.46M +$1.44M 7 0.28% Increased
185
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$8.41M $0 1 0.08% Maintained
186
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$8.34M -$1.18M 8 0.02% Reduced
187
PP
Patten & Patten
Tennessee
$8.31M -$30.5K 2 0.85% Reduced
188
EMG
ETF Managers Group
New Jersey
$8.02M +$967K 2 0.58% Increased
189
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$7.88M +$727K 5 0.04% Increased
190
BA
Bard Associates
Illinois
$7.83M -$117K 1 3.63% Reduced
191
Scout Investments
Scout Investments
Missouri
$7.82M -$88.1K 1 0.18% Reduced
192
TCM
Tygh Capital Management
Oregon
$7.61M +$1.03M 1 1.29% Increased
193
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$7.51M $0 6 0.05% Maintained
194
GIPM
G2 Investment Partners Management
New York
$7.44M +$1.39M 2 2.46% Increased
195
TPSF
Texas Permanent School Fund
Texas
$7.37M -$183K 5 0.1% Reduced
196
AIS
AlphaOne Investment Services
Pennsylvania
$7.17M +$7.01M 1 2.06% Increased
197
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$7.13M +$91.6K 1 0% Increased
198
JGUA
John G. Ullman & Associates
New York
$7.09M -$171K 2 1.34% Reduced
199
Squarepoint
Squarepoint
New York
$6.94M +$2.58M 5 0.09% Increased
200
SCM
SG Capital Management
Illinois
$6.94M -$4.66M 2 1.15% Reduced