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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
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$7.79M -$155K 2 0.14% Reduced
252
CM
Crestline Management
Texas
$7.62M +$1.77M 2 0.65% Increased
253
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.54M -$63.7K 7 0.01% Reduced
254
Channing Capital Management
Channing Capital Management
Illinois
$7.53M -$898K 1 0.22% Reduced
255
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$7.5M -$21.4K 8 0.27% Reduced
256
Natixis
Natixis
France
$7.46M +$6.1M 5 0.05% Increased
257
Prudential Financial
Prudential Financial
New Jersey
$7.45M +$2.46M 7 0.01% Increased
258
Granahan Investment Management
Granahan Investment Management
Massachusetts
$7.44M +$62.3K 1 0.25% Increased
259
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$7.36M -$6.41M 3 0.26% Reduced
260
Arizona State Retirement System
Arizona State Retirement System
Arizona
$7.35M -$29.6K 8 0.06% Reduced
261
FVCM
F&V Capital Management
Florida
$7.3M -$119K 1 2.34% Reduced
262
LI
LMCG Investments
Massachusetts
$7.29M -$28K 1 0.45% Reduced
263
Aquatic Capital Management
Aquatic Capital Management
Illinois
$7.18M +$4.23M 4 0.18% Increased
264
Castleark Management
Castleark Management
Illinois
$7.1M +$2.95M 1 0.31% Increased
265
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$7.02M +$201K 3 0.03% Increased
266
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.99M -$1.41M 2 0.02% Reduced
267
ZDA
Zweig-DiMenna Associates
New York
$6.96M +$3.17M 1 0.78% Increased
268
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$6.95M -$256K 5 0.06% Reduced
269
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$6.81M +$5.64M 1 0.04% New
270
Osaic Holdings
Osaic Holdings
Arizona
$6.74M -$5.65M 11 0.01% Reduced
271
MAP
Moody Aldrich Partners
Massachusetts
$6.56M +$1.15M 2 1.18% Increased
272
HSBC Holdings
HSBC Holdings
United Kingdom
$6.48M +$3.1M 4 0.01% Increased
273
Nordea Investment Management
Nordea Investment Management
Sweden
$6.46M -$118K 1 0.01% Reduced
274
AE Wealth Management
AE Wealth Management
Kansas
$6.45M -$1.57M 3 0.03% Reduced
275
ZCM
Ziegler Capital Management
Illinois
$6.45M -$9.42M 2 0.29% Reduced