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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
Canada Life
Canada Life
Manitoba, Canada
$22M -$83.2K 5 0.04% Reduced
227
LPL Financial
LPL Financial
California
$21.8M +$1.83M 9 0.01% Increased
228
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$21.4M +$20.1M 2 0.04% New
229
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$21.2M -$145K 2 0.61% Reduced
230
Tidal Investments
Tidal Investments
Wisconsin
$21.2M +$10.6M 7 0.17% Increased
231
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$21.2M +$16.3M 5 0.1% Increased
232
Becker Capital Management
Becker Capital Management
Oregon
$21M -$3.68M 1 0.69% Reduced
233
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$21M +$19.5M 1 0.35% New
234
EGI
EAM Global Investors
California
$20.9M +$17.3M 4 3.75% New
235
TD Asset Management
TD Asset Management
Ontario, Canada
$20.6M -$1.5M 2 0.02% Reduced
236
Graham Capital Management
Graham Capital Management
Connecticut
$20M +$3.63M 3 0.3% Increased
237
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$19.4M -$7.36M 1 0.12% Reduced
238
Man Group
Man Group
United Kingdom
$19.4M +$7.22M 5 0.05% Increased
239
Amalgamated Bank
Amalgamated Bank
New York
$19.4M +$14.2K 9 0.16% Increased
240
OGC
Oak Grove Capital
New Hampshire
$19.2M -$5.6M 1 2.87% Reduced
241
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$19.2M -$26.3M 2 0.26% Reduced
242
LCG
Lisanti Capital Growth
New York
$19M +$9.75M 5 4.57% Increased
243
CS
Central Securities
New York
$18.9M $0 1 1.81% Maintained
244
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$18.5M -$688K 5 0.07% Reduced
245
Pathstone Holdings
Pathstone Holdings
New Jersey
$18.4M +$61.6K 7 0.08% Increased
246
Gotham Asset Management
Gotham Asset Management
New York
$18.2M -$767K 5 0.17% Reduced
247
STRS Ohio
STRS Ohio
Ohio
$18.1M -$807K 6 0.07% Reduced
248
CCS
Concentric Capital Strategies
Connecticut
$17.6M +$1.31M 4 0.81% Increased
249
INTECH Investment Management
INTECH Investment Management
Florida
$17.6M +$6.78M 8 0.17% Increased
250
CI Investments Inc
CI Investments Inc
Ontario, Canada
$17.2M +$38.8K 5 0.06% Increased