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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
H2O AM
United Kingdom
$10.7M +$2.4M 1 0.89% Increased
177
Two Sigma Advisers
Two Sigma Advisers
New York
$10.6M +$3.08M 7 0.03% Increased
178
SRC
Shufro Rose & Co
New York
$10.5M +$139K 1 1.02% Increased
179
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.4M -$6.5M 6 0.13% Reduced
180
EIM
Essex Investment Management
Massachusetts
$10.2M +$321K 2 1.4% Increased
181
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$9.98M +$9.96M 1 0.11% New
182
Scout Investments
Scout Investments
Missouri
$9.61M +$3.81M 1 0.19% Increased
183
Artemis Investment Management
Artemis Investment Management
United Kingdom
$9.49M -$19.6M 1 0.11% Reduced
184
JCI
Jet Capital Investors
New York
$9.47M +$9.46M 1 1.87% New
185
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.43M -$37.5M 6 0% Reduced
186
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$9.35M -$244K 6 0.04% Reduced
187
CC
Carlson Capital
Texas
$9.32M +$2.95M 1 0.14% Increased
188
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$9.22M +$6.33M 2 0.1% Increased
189
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$9.18M +$7.68M 2 0.32% Increased
190
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$9.09M -$9.44M 1 0.16% Reduced
191
Hancock Whitney
Hancock Whitney
Mississippi
$9.05M -$312K 2 0.29% Reduced
192
AIC
AWM Investment Company
New York
$9.02M -$1.36M 1 1.72% Reduced
193
Panagora Asset Management
Panagora Asset Management
Massachusetts
$8.88M +$3.27M 5 0.04% Increased
194
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$8.77M -$1.22M 8 0.02% Reduced
195
TPSF
Texas Permanent School Fund
Texas
$8.54M -$43.4K 5 0.13% Reduced
196
QS Investors
QS Investors
New York
$8.36M +$2.22M 2 0.09% Increased
197
GAI
General American Investors
New York
$8.28M $0 1 0.78% Maintained
198
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.11M +$7.58M 1 0.02% New
199
SEC
Seven Eight Capital
New York
$8.1M +$7.58M 1 0.43% New
200
Nordea Investment Management
Nordea Investment Management
Sweden
$8.07M -$1.45M 2 0.02% Reduced