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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
201
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$27.2M -$406K 5 0.1% Reduced
202
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$27M +$26.5M 1 1.22% Increased
203
SI
Sora Investors
Pennsylvania
$26.7M -$9.32M 2 2.97% Reduced
204
Castleark Management
Castleark Management
Illinois
$26.6M +$149K 3 0.93% Increased
205
1SAMC
12th Street Asset Management Company
Tennessee
$26.2M +$5.01M 1 4.32% Increased
206
Penserra Capital Management
Penserra Capital Management
California
$26.2M +$13.2M 4 0.48% Increased
207
Needham Investment Management
Needham Investment Management
New York
$26.1M -$1.82M 2 2.02% Reduced
208
TC
TwinBeech Capital
New York
$26.1M +$21.1M 3 0.45% New
209
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$25.9M +$14.4M 5 0.16% Increased
210
NPF
Norris Perne & French
Michigan
$25.9M -$12.5M 1 1.87% Reduced
211
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$25.5M -$4.76M 2 0.76% Reduced
212
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25.3M -$22.4M 9 0% Reduced
213
PTC
Philadelphia Trust Company
Pennsylvania
$25.1M -$532K 2 1.84% Reduced
214
Group One Trading
Group One Trading
Illinois
$24.6M +$5.47M 9 0.06% Increased
215
CET
Clean Energy Transition
United Kingdom
$24M +$25.3M 1 0.9% New
216
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$23.3M +$19M 4 0.35% New
217
Jump Financial
Jump Financial
Illinois
$23M +$15.8M 3 0.48% Increased
218
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$23M -$295K 2 1.06% Reduced
219
Algert Global
Algert Global
California
$23M +$8.32M 4 0.54% Increased
220
TB
Terril Brothers
Missouri
$22.8M -$70K 1 6.51% Reduced
221
MGM
Manchester Global Management
United Kingdom
$22.8M +$8.59M 1 3% Increased
222
Kennedy Capital Management
Kennedy Capital Management
Missouri
$22.6M -$6.1M 5 0.5% Reduced
223
TAM
Talos Asset Management
New York
$22.5M +$23.3M 2 5.32% New
224
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$22.3M +$5.96M 1 0.27% Increased
225
LMR Partners
LMR Partners
United Kingdom
$22.3M -$50.2M 5 0.19% Reduced