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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
Mariner
Mariner
Kansas
$44M +$8M 6 0.05% Increased
252
Creative Planning
Creative Planning
Kansas
$43.7M +$6.25M 8 0.03% Increased
253
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$43.7M -$2.03M 3 0.55% Reduced
254
TAM
Talos Asset Management
New York
$43.6M +$22.5M 3 7.71% Increased
255
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$42.7M -$101M 1 0.22% Reduced
256
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$42.5M -$36.1M 3 0.54% Reduced
257
LI
Leeward Investments
Massachusetts
$42.1M -$46.7M 1 2.13% Reduced
258
DnB Asset Management
DnB Asset Management
Norway
$42.1M +$11.9M 5 0.15% Increased
259
1SAMC
12th Street Asset Management Company
Tennessee
$42M -$1.04M 1 6.92% Reduced
260
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$41.9M -$887K 5 0.15% Reduced
261
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$41.8M -$6.64M 3 1.28% Reduced
262
TCP
ThornTree Capital Partners
Massachusetts
$41.8M -$31.1M 1 6.99% Reduced
263
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$41.3M -$2.08M 4 0.13% Reduced
264
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$40.8M +$29.4M 3 0.16% Increased
265
Jump Financial
Jump Financial
Illinois
$40.7M -$29.2M 6 0.5% Reduced
266
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$40.1M +$965K 7 0.05% Increased
267
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$39.2M -$6.49M 2 0.46% Reduced
268
TGCMU
Titan Global Capital Management USA
New York
$39.2M -$6.67M 1 5.61% Reduced
269
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$38.4M +$2.88M 7 0.05% Increased
270
Pictet Asset Management
Pictet Asset Management
Switzerland
$38M +$19.8M 7 0.04% Increased
271
Needham Investment Management
Needham Investment Management
New York
$38M -$1.82M 2 2.4% Reduced
272
Allspring Global Investments
Allspring Global Investments
North Carolina
$37.8M +$5.14M 4 0.06% Increased
273
Osaic Holdings
Osaic Holdings
Arizona
$37.8M -$7.53M 11 0.06% Reduced
274
OFI Invest Asset Management
OFI Invest Asset Management
France
$37.6M +$35.8M 1 0.54% New
275
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$37M +$9.9M 7 0.14% Increased