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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
Pathstone Holdings
Pathstone Holdings
New Jersey
$11.5M +$6.23M 7 0.05% Increased
227
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$11.5M -$16.6M 1 0.05% Reduced
228
GF
Goodman Financial
Texas
$11.4M +$837K 1 2.6% Increased
229
Yousif Capital Management
Yousif Capital Management
Michigan
$11.3M -$278K 6 0.13% Reduced
230
VDBMI
Van Den Berg Management I
Texas
$11.2M -$59.9K 1 3.28% Reduced
231
Canada Life
Canada Life
Manitoba, Canada
$11M -$14.1M 5 0.02% Reduced
232
SC
Skylands Capital
Wisconsin
$10.8M -$689K 1 1.49% Reduced
233
LPL Financial
LPL Financial
California
$10.7M +$395K 8 0.01% Increased
234
Natixis Advisors
Natixis Advisors
Massachusetts
$10.7M +$543K 6 0.02% Increased
235
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.6M -$1.87M 4 0.04% Reduced
236
BCC
Bridge City Capital
Oregon
$10.6M +$77.2K 3 3.87% Increased
237
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$10.6M +$3.75M 6 0.01% Increased
238
Boston Partners
Boston Partners
Massachusetts
$10.5M -$25.1M 1 0.01% Reduced
239
Mariner
Mariner
Kansas
$10.5M -$17.8M 5 0.02% Reduced
240
Castleark Management
Castleark Management
Illinois
$10.3M +$3.03M 2 0.43% Increased
241
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10M -$7.46M 6 0% Reduced
242
JGUA
John G. Ullman & Associates
New York
$9.9M +$732K 4 1.52% Increased
243
KAM
Kopion Asset Management
Texas
$9.74M -$5.12M 1 6.92% Reduced
244
ZDA
Zweig-DiMenna Associates
New York
$9.69M $0 1 0.85% Maintained
245
Channing Capital Management
Channing Capital Management
Illinois
$9.68M +$1.51M 1 0.26% Increased
246
Calamos Advisors
Calamos Advisors
Illinois
$9.59M -$570K 3 0.05% Reduced
247
HCM
Hodges Capital Management
Texas
$9.54M -$9.99M 1 0.61% Reduced
248
MAM
Melqart Asset Management
United Kingdom
$9.34M +$9.96M 1 0.58% New
249
SRC
Shufro Rose & Co
New York
$9.33M +$91K 1 0.77% Increased
250
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.32M -$212K 7 0.02% Reduced