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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
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$11.9M -$579K 1 0.18% Reduced
227
TSAM
Trinity Street Asset Management
United Kingdom
$11.7M +$1.71M 1 2.12% Increased
228
Primecap Management
Primecap Management
California
$11.6M -$405K 4 0.01% Reduced
229
Natixis
Natixis
France
$11.5M +$1.13M 4 0.04% Increased
230
PTC
Philadelphia Trust Company
Pennsylvania
$11.5M -$922K 2 1.18% Reduced
231
SI
Sora Investors
Pennsylvania
$11.4M +$5.96M 1 5.49% Increased
232
VOYA Investment Management
VOYA Investment Management
Georgia
$11.4M -$2.72M 8 0.03% Reduced
233
Truist Financial
Truist Financial
North Carolina
$11.4M +$7.77M 5 0.02% Increased
234
GIP
Granite Investment Partners
California
$11.4M +$4.35M 1 0.47% Increased
235
HP
Harvey Partners
New York
$11.2M +$3.89M 1 2.46% Increased
236
Yousif Capital Management
Yousif Capital Management
Michigan
$11.2M +$349K 5 0.15% Increased
237
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$11.1M -$1.04M 4 0.05% Reduced
238
Two Sigma Advisers
Two Sigma Advisers
New York
$11.1M +$1.52M 7 0.03% Increased
239
Tocqueville Asset Management
Tocqueville Asset Management
New York
$10.8M -$2.13M 2 0.2% Reduced
240
HighTower Advisors
HighTower Advisors
Illinois
$10.8M -$1.66M 5 0.03% Reduced
241
Verition Fund Management
Verition Fund Management
Connecticut
$10.8M +$2.64M 3 0.21% Increased
242
Federated Hermes
Federated Hermes
Pennsylvania
$10.4M -$11.5M 6 0.03% Reduced
243
Vident Investment Advisory
Vident Investment Advisory
Georgia
$10.2M +$35.8K 7 0.31% Increased
244
Calamos Advisors
Calamos Advisors
Illinois
$10M -$37.8K 2 0.04% Reduced
245
LMR Partners
LMR Partners
United Kingdom
$9.71M -$9.1M 2 0.16% Reduced
246
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.55M -$791K 6 0.02% Reduced
247
EIP
Easterly Investment Partners
Massachusetts
$9.51M -$1.27M 1 0.85% Reduced
248
WCM Investment Management
WCM Investment Management
California
$9.44M +$9.39K 1 0.03% Increased
249
Eaton Vance Management
Eaton Vance Management
Massachusetts
$9.34M -$2.91M 3 0.01% Reduced
250
Hantz Financial Services
Hantz Financial Services
Michigan
$9.31M +$343K 3 0.31% Increased