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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
Great Lakes Advisors
Great Lakes Advisors
Illinois
$16.9M -$351K 1 0.14% Reduced
252
Axiom Investors
Axiom Investors
Connecticut
$16.7M +$12.3M 1 0.12% New
253
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$16.3M -$189K 4 0.06% Reduced
254
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$16.1M +$14.8M 9 0.16% New
255
TC
Tairen Capital
Hong Kong
$16.1M +$13.4M 1 2.37% Increased
256
Twin Tree Management
Twin Tree Management
Texas
$16M +$3.54M 3 0.03% Increased
257
Trexquant Investment
Trexquant Investment
Connecticut
$15.9M +$11.6M 3 0.18% Increased
258
SCM
Sandler Capital Management
New York
$15.7M +$15.3M 2 1.63% New
259
Tredje AP-fonden
Tredje AP-fonden
Sweden
$15.5M -$5.93M 2 0.14% Reduced
260
Arizona State Retirement System
Arizona State Retirement System
Arizona
$15.2M +$128K 7 0.09% Increased
261
Calamos Advisors
Calamos Advisors
Illinois
$15.1M +$2.09M 5 0.06% Increased
262
Quantbot Technologies
Quantbot Technologies
New York
$14.9M +$10.7M 5 0.55% Increased
263
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$14.9M -$126K 5 0.03% Reduced
264
NAAA
New Age Alpha Advisors
New York
$14.8M +$14M 2 0.6% New
265
Mariner
Mariner
Kansas
$14.8M +$842K 8 0.02% Increased
266
LI
LHM Inc
Utah
$14.7M -$1.55M 2 4.68% Reduced
267
VDBMI
Van Den Berg Management I
Texas
$14.7M -$60.4K 1 4.24% Reduced
268
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.7M -$3.22M 5 0.05% Reduced
269
Yousif Capital Management
Yousif Capital Management
Michigan
$14.6M -$458K 5 0.16% Reduced
270
PCM
Penn Capital Management
Pennsylvania
$14.6M +$12.5M 1 1.43% Increased
271
Select Equity Group
Select Equity Group
New York
$14.5M -$63.5M 1 0.06% Reduced
272
TIM
Thompson Investment Management
Wisconsin
$14.5M -$8.05M 2 2.08% Reduced
273
LI
LMCG Investments
Massachusetts
$14.2M -$457K 1 0.87% Reduced
274
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$14M -$7.12M 1 0.04% Reduced
275
AAM
Alpine Associates Management
Florida
$14M -$361K 1 0.85% Reduced