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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
251
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$96M -$9.65M 1 1.08% Reduced
252
BPIA
Broad Peak Investment Advisers
Singapore
$94.9M -$28M 3 17.45% Reduced
253
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$94.3M +$10.8M 2 0.83% Increased
254
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$93.4M +$4.04M 8 0.32% Increased
255
DSCM
Divisadero Street Capital Management
Florida
$92.8M +$11.8M 1 2.1% Increased
256
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$92.1M +$50.7M 4 0.24% Increased
257
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$91.8M -$39.2M 9 0.33% Reduced
258
LMR Partners
LMR Partners
United Kingdom
$91.5M -$63.3M 6 0.34% Reduced
259
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$91.4M -$15.7M 6 0.42% Reduced
260
Los Angeles Capital Management
Los Angeles Capital Management
California
$91M +$32.3M 8 0.33% Increased
261
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$90.8M -$21.3M 2 1.08% Reduced
262
KBC Group
KBC Group
Belgium
$90.6M +$33.2M 7 0.2% Increased
263
FSCM
Front Street Capital Management
Montana
$90.1M -$38.6M 3 10.23% Reduced
264
TCW Group
TCW Group
California
$90.1M -$28.4M 5 0.61% Reduced
265
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$89.4M -$72.9M 3 1.43% Reduced
266
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$88.9M -$721K 10 0.11% Reduced
267
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$87.2M +$12.6M 9 0.08% Increased
268
Voloridge Investment Management
Voloridge Investment Management
Florida
$86.9M -$28M 4 0.37% Reduced
269
OGC
Oak Grove Capital
New Hampshire
$85.7M +$23.9M 4 4.07% Increased
270
Tredje AP-fonden
Tredje AP-fonden
Sweden
$84.4M +$19.6M 4 0.38% Increased
271
PTC
Philadelphia Trust Company
Pennsylvania
$82.8M -$7.39M 3 5.32% Reduced
272
TCG
Tremblant Capital Group
Florida
$82.8M -$50.2M 1 2.38% Reduced
273
Arizona State Retirement System
Arizona State Retirement System
Arizona
$82.2M +$7.64M 8 0.41% Increased
274
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$81.8M -$2.32M 4 0.25% Reduced
275
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$81M +$23.2M 8 0.41% Increased