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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
226
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.9M -$289K 5 0.05% Reduced
227
DG
DigitalBridge Group
Florida
$14.7M +$13.3M 3 1.83% Increased
228
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14.5M -$9.04M 9 0.02% Reduced
229
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$14.4M -$2.48M 6 0.03% Reduced
230
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$14.4M +$1.35M 2 0.48% Increased
231
Yousif Capital Management
Yousif Capital Management
Michigan
$14.1M +$273K 5 0.15% Increased
232
VWM
Valley Wealth Managers
New Jersey
$14M +$808K 1 1.17% Increased
233
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$13.8M +$234K 2 0.06% Increased
234
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.7M -$893K 7 0.03% Reduced
235
Natixis
Natixis
France
$13.6M +$3.28M 4 0.05% Increased
236
TSAM
Trinity Street Asset Management
United Kingdom
$13.6M -$14.4M 1 2.19% Reduced
237
Vident Investment Advisory
Vident Investment Advisory
Georgia
$13.5M +$3.5M 8 0.35% Increased
238
AQR Arbitrage
AQR Arbitrage
Connecticut
$13.4M +$903K 1 0.35% Increased
239
EIP
Easterly Investment Partners
Massachusetts
$13.1M -$685K 1 0.99% Reduced
240
Jane Street
Jane Street
New York
$13.1M -$12.8M 11 0% Reduced
241
Two Sigma Advisers
Two Sigma Advisers
New York
$12.9M -$9.34M 5 0.03% Reduced
242
TIM
Thompson Investment Management
Wisconsin
$12.7M +$260K 2 1.88% Increased
243
ZCM
Zenyatta Capital Management
Delaware
$12.4M -$8.55M 2 5.16% Reduced
244
SRC
Shufro Rose & Co
New York
$12.1M -$477K 1 0.94% Reduced
245
Hantz Financial Services
Hantz Financial Services
Michigan
$12M +$1.03M 3 0.35% Increased
246
WCM Investment Management
WCM Investment Management
California
$11.9M -$2.21M 1 0.03% Reduced
247
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11.9M -$705K 10 0.01% Reduced
248
WBC
Westpac Banking Corp
Australia
$11.9M -$749K 1 0.14% Reduced
249
ZCM
Ziegler Capital Management
Illinois
$11.7M -$298K 1 0.5% Reduced
250
OGC
Oak Grove Capital
New Hampshire
$11.7M -$198K 1 2.37% Reduced