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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
$14.7M -$1.25M 5 0.06% Reduced
227
Nomura Holdings
Nomura Holdings
Japan
$14.7M -$2.34M 4 0.03% Reduced
228
WCM Investment Management
WCM Investment Management
California
$14.6M -$5.83M 1 0.03% Reduced
229
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$14.5M -$1.83M 5 0.06% Reduced
230
Pathstone Holdings
Pathstone Holdings
New Jersey
$14.5M -$344K 7 0.06% Reduced
231
JGUA
John G. Ullman & Associates
New York
$14.5M -$22K 4 2.08% Reduced
232
LI
LHM Inc
Utah
$13.9M +$7.34M 2 4.37% Increased
233
VDBMI
Van Den Berg Management I
Texas
$13.9M -$1.11M 1 4.01% Reduced
234
AAM
Alpine Associates Management
Florida
$13.8M +$12.6M 1 0.63% New
235
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$13.6M +$47.9K 4 0.05% Increased
236
PCMH
Polymer Capital Management (HK)
Hong Kong
$13.6M +$10M 4 3.14% Increased
237
SC
Skylands Capital
Wisconsin
$13.4M -$694K 1 1.82% Reduced
238
Graham Capital Management
Graham Capital Management
Connecticut
$13.4M +$9.8M 4 0.23% Increased
239
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$13.1M -$4.96M 3 0.04% Reduced
240
Readystate Asset Management
Readystate Asset Management
Illinois
$13M +$652K 2 0.24% Increased
241
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$13M -$3.43M 1 0.05% Reduced
242
CCS
Concentric Capital Strategies
Connecticut
$12.8M +$3.98M 2 0.53% Increased
243
FFM
FengHe Fund Management
Singapore
$12.7M -$44.1M 1 3.76% Reduced
244
GTS Securities
GTS Securities
Florida
$12.7M +$1.58M 5 0.03% Increased
245
Yousif Capital Management
Yousif Capital Management
Michigan
$12.6M -$783K 5 0.14% Reduced
246
Madison Asset Management
Madison Asset Management
Wisconsin
$12.6M -$6.74M 1 0.14% Reduced
247
SGCM
Sand Grove Capital Management
United Kingdom
$12.5M +$11.4M 1 4.89% New
248
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$12.4M -$1.58M 7 0.02% Reduced
249
Hantz Financial Services
Hantz Financial Services
Michigan
$12.2M +$1.44M 4 0.22% Increased
250
CP
CenterBook Partners
Connecticut
$12.1M -$13.1M 3 0.74% Reduced