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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
HA
Heartland Advisors
Wisconsin
$11.2M +$68.6K 1 0.83% Increased
177
Zacks Investment Management
Zacks Investment Management
Illinois
$11.1M -$275K 1 0.24% Reduced
178
UBS AM
UBS AM
Illinois
$10.9M +$937K 7 0.01% Increased
179
Masters Capital Management
Masters Capital Management
Georgia
$10.6M -$2.18M 1 0.57% Reduced
180
SRC
Shufro Rose & Co
New York
$10.6M -$54.7K 1 1.06% Reduced
181
Canada Life
Canada Life
Manitoba, Canada
$10.3M -$1.29M 7 0.03% Reduced
182
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$10.1M +$1.83M 6 0.04% Increased
183
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$9.91M -$395K 8 0.03% Reduced
184
Nordea Investment Management
Nordea Investment Management
Sweden
$9.83M -$240K 3 0.02% Reduced
185
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.67M +$5.51M 6 0.09% Increased
186
Two Sigma Advisers
Two Sigma Advisers
New York
$9.46M +$173K 5 0.02% Increased
187
Hancock Whitney
Hancock Whitney
Mississippi
$9.42M -$1.85M 2 0.3% Reduced
188
EIM
Essex Investment Management
Massachusetts
$9.14M -$960K 3 1.35% Reduced
189
HL Financial Services
HL Financial Services
Kentucky
$9.08M +$3.26M 2 0.14% Increased
190
Jane Street
Jane Street
New York
$9.07M -$6.27M 5 0.01% Reduced
191
ACM
Argent Capital Management
Missouri
$9.04M +$1.64M 3 0.33% Increased
192
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.03M +$8.55M 6 0.05% Increased
193
Group One Trading
Group One Trading
Illinois
$8.88M +$3.09M 8 0.1% Increased
194
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$8.83M -$125K 1 0.67% Reduced
195
GAI
General American Investors
New York
$8.76M -$959K 1 0.87% Reduced
196
Calamos Advisors
Calamos Advisors
Illinois
$8.69M $0 1 0.05% Maintained
197
AIM
Assured Investment Management
New York
$8.54M -$4.43M 4 0.1% Reduced
198
TPSF
Texas Permanent School Fund
Texas
$8.38M +$128K 5 0.13% Increased
199
SIM
Stelliam Investment Management
New York
$8.28M -$4.89M 1 1.71% Reduced
200
FCM
Firsthand Capital Management
California
$8.19M +$4.44M 1 3.05% Increased