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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
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$19.1M -$2.06M 1 0.11% Reduced
252
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$19M +$1.33M 4 0.06% Increased
253
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$19M +$7.32M 4 0.2% Increased
254
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$18.9M -$16.1M 2 0.01% Reduced
255
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$18.9M +$1.95M 7 0.04% Increased
256
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$18.8M +$52.8K 5 0.07% Increased
257
OGC
Oak Grove Capital
New Hampshire
$18.8M -$725K 1 3.08% Reduced
258
AAP
Ardsley Advisory Partners
Connecticut
$18.7M -$3.71M 3 2.46% Reduced
259
Prudential plc
Prudential plc
United Kingdom
$18.6M +$6.22M 3 0.11% Increased
260
Pathstone Holdings
Pathstone Holdings
New Jersey
$18.5M -$277K 6 0.07% Reduced
261
MCP
Meridiem Capital Partners
Texas
$18.4M +$13.7M 2 1.3% New
262
PCM
Polymer Capital Management
New York
$18.3M +$6.05M 4 2.16% Increased
263
Quantbot Technologies
Quantbot Technologies
New York
$18.2M -$6.36M 6 0.47% Reduced
264
Becker Capital Management
Becker Capital Management
Oregon
$18.1M -$1.35M 1 0.57% Reduced
265
CCS
Concentric Capital Strategies
Connecticut
$18.1M +$14.3M 3 0.8% New
266
Prudential Financial
Prudential Financial
New Jersey
$17.9M +$2.84M 5 0.02% Increased
267
CS
Central Securities
New York
$17.8M $0 1 1.57% Maintained
268
WCM
Westerly Capital Management
California
$17.7M +$40.8K 2 6.56% Increased
269
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$17.3M -$3.5M 4 0.07% Reduced
270
TGCMU
Titan Global Capital Management USA
New York
$17.3M +$7.32M 1 2.72% Increased
271
Glenmede Investment Management
Glenmede Investment Management
Pennsylvania
$16.9M +$14.7M 4 0.09% New
272
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.6M +$472K 7 0.1% Increased
273
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.6M +$575K 6 0.02% Increased
274
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16.5M +$1.2M 8 0.04% Increased
275
TD Asset Management
TD Asset Management
Ontario, Canada
$16.4M -$581K 1 0.01% Reduced