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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
$11.2M -$533K 1 0.1% Reduced
252
Mariner
Mariner
Kansas
$11.2M +$394K 8 0.02% Increased
253
Prudential Financial
Prudential Financial
New Jersey
$11.1M +$7.31M 5 0.02% Increased
254
Magnetar Financial
Magnetar Financial
Illinois
$11.1M -$42.2M 4 0.15% Reduced
255
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.9M +$1.56M 7 0.02% Increased
256
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$10.8M +$423K 5 0.02% Increased
257
FC
Foursixthree Capital
New York
$10.7M +$13.3M 1 2.96% New
258
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.7M +$3.14M 5 0.1% Increased
259
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$10.7M -$3.73M 2 0.16% Reduced
260
XTX Topco
XTX Topco
Cayman Islands
$10.6M +$9.32M 7 0.54% Increased
261
Yousif Capital Management
Yousif Capital Management
Michigan
$10.5M -$255K 5 0.12% Reduced
262
PP
Paloma Partners
Connecticut
$10.4M +$11.2M 2 1.29% Increased
263
First Eagle Investment Management
First Eagle Investment Management
New York
$10.4M -$1M 2 0.02% Reduced
264
Arizona State Retirement System
Arizona State Retirement System
Arizona
$10.4M -$188K 7 0.07% Reduced
265
SCM
SG Capital Management
Illinois
$10.2M +$5.95M 1 0.94% Increased
266
TIM
Thompson Investment Management
Wisconsin
$10.1M -$245K 2 1.52% Reduced
267
CI Investments Inc
CI Investments Inc
Ontario, Canada
$10.1M -$2.12M 5 0.04% Reduced
268
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.98M -$8.11M 4 0.04% Reduced
269
ACMH
Andar Capital Management (HK)
Hong Kong
$9.87M +$5.08M 2 19.02% Increased
270
VDBMI
Van Den Berg Management I
Texas
$9.84M -$303K 1 3.01% Reduced
271
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$9.82M +$1.06M 7 0.03% Increased
272
M&G plc
M&G plc
United Kingdom
$9.63M +$6.12M 1 0.05% Increased
273
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.55M -$1.64M 6 0.03% Reduced
274
MIC
Maxi Investments CY
Cyprus
$9.38M +$6.34M 2 1.87% Increased
275
LI
LMCG Investments
Massachusetts
$9.31M -$1.07M 1 0.62% Reduced