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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
276
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$16.3M +$404K 5 0.13% Increased
277
Mariner
Mariner
Kansas
$16.2M +$1M 6 0.02% Increased
278
SBCM
Silverberg Bernstein Capital Management
New York
$15.8M +$4.21M 1 10.81% Increased
279
Nomura Asset Management
Nomura Asset Management
Japan
$15.7M +$12.5M 3 0.04% Increased
280
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$15.4M +$2.87M 1 0.09% Increased
281
WCM Investment Management
WCM Investment Management
California
$15.3M +$635K 1 0.04% Increased
282
Select Equity Group
Select Equity Group
New York
$15.1M -$5.52M 2 0.06% Reduced
283
Osaic Holdings
Osaic Holdings
Arizona
$14.9M +$5.26M 11 0.03% Increased
284
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$14.7M +$1.02M 6 0.06% Increased
285
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$14.6M +$2.32M 3 0.17% Increased
286
RG
Renaissance Group
Kentucky
$14.6M +$3.32M 1 0.57% Increased
287
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.3M +$161K 3 0.02% Increased
288
Yousif Capital Management
Yousif Capital Management
Michigan
$14.3M -$123K 5 0.15% Reduced
289
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$14.3M +$1.26M 3 0.53% Increased
290
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$14.2M +$354K 5 0.01% Increased
291
MIC
Maxi Investments CY
Cyprus
$14M +$1.49M 3 2.33% Increased
292
TIM
Thompson Investment Management
Wisconsin
$14M -$524K 2 1.98% Reduced
293
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$14M +$643K 4 0.06% Increased
294
ZDA
Zweig-DiMenna Associates
New York
$13.9M +$9.99M 2 1.32% New
295
VDBMI
Van Den Berg Management I
Texas
$13.7M +$145K 1 3.89% Increased
296
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$13.6M +$11M 2 0.5% New
297
EI
EAM Investors
California
$13.4M +$4.58M 2 2.03% Increased
298
VCM
Valiant Capital Management
California
$13.4M $0 1 0.73% Maintained
299
CI Investments Inc
CI Investments Inc
Ontario, Canada
$13.3M -$518K 4 0.05% Reduced
300
Axiom Investors
Axiom Investors
Connecticut
$13.2M +$3.36M 1 0.11% Increased