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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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.21M +$5.49M 4 0.05% Increased
252
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.09M -$516K 6 0.02% Reduced
253
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$6.91M +$305K 6 0.14% Increased
254
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$6.9M -$415K 2 0.01% Reduced
255
Granahan Investment Management
Granahan Investment Management
Massachusetts
$6.75M +$1.43M 1 0.22% Increased
256
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$6.59M -$561K 3 0.04% Reduced
257
LI
LMCG Investments
Massachusetts
$6.51M +$59K 1 0.48% Increased
258
Calamos Advisors
Calamos Advisors
Illinois
$6.49M -$3.03M 1 0.03% Reduced
259
Primecap Management
Primecap Management
California
$6.46M -$4.39M 3 0.01% Reduced
260
FVCM
F&V Capital Management
Florida
$6.3M +$48.9K 1 2.43% Increased
261
SGCIA
Smith Graham & Co Investment Advisors
Texas
$6.24M -$471K 1 0.83% Reduced
262
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.22M -$640K 7 0.02% Reduced
263
SRC
Shufro Rose & Co
New York
$6.16M +$412K 1 0.62% Increased
264
Nomura Holdings
Nomura Holdings
Japan
$6.14M -$1.04M 4 0.03% Reduced
265
Madison Asset Management
Madison Asset Management
Wisconsin
$6.12M +$744K 1 0.1% Increased
266
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$6.09M +$3.5M 7 0.04% Increased
267
BCC
Bridge City Capital
Oregon
$6.05M +$251K 3 3.32% Increased
268
PHK
Point72 Hong Kong
Hong Kong
$6.03M +$7.15M 3 0.21% Increased
269
WVP
Worth Venture Partners
New Jersey
$6.03M +$6.65M 3 3.69% Increased
270
KAM
Kopion Asset Management
Texas
$5.96M +$1.58M 1 6.53% Increased
271
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.85M +$837K 8 0.26% Increased
272
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$5.81M +$6.58M 1 0% New
273
Arizona State Retirement System
Arizona State Retirement System
Arizona
$5.74M +$183K 7 0.06% Increased
274
JGUA
John G. Ullman & Associates
New York
$5.68M -$1.38M 4 0.99% Reduced
275
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$5.66M +$1.19M 5 0.08% Increased