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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
326
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$26.2M -$2.23M 7 0.8% Reduced
327
Truist Financial
Truist Financial
North Carolina
$26.2M -$12.6M 7 0.04% Reduced
328
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$26.1M -$8.8M 5 0.2% Reduced
329
Verition Fund Management
Verition Fund Management
Connecticut
$25.7M -$4.41M 8 0.1% Reduced
330
Tredje AP-fonden
Tredje AP-fonden
Sweden
$25.6M +$23M 2 0.19% New
331
RIM
Ranger Investment Management
Texas
$25.6M +$5.02M 1 1.76% Increased
332
SCM
Suvretta Capital Management
New York
$25.5M +$20.6M 1 0.52% New
333
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$25.2M +$5.57M 4 0.31% Increased
334
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.8M -$385K 4 0.13% Reduced
335
LI
LMCG Investments
Massachusetts
$24.2M -$7.56M 1 1.39% Reduced
336
Granahan Investment Management
Granahan Investment Management
Massachusetts
$24.2M -$8.08M 3 1.04% Reduced
337
National Bank of Canada
National Bank of Canada
Quebec, Canada
$23.9M -$5.56M 7 0.02% Reduced
338
Simplex Trading
Simplex Trading
Illinois
$23.8M +$4.77M 8 0.01% Increased
339
AustralianSuper
AustralianSuper
Australia
$23.6M +$16.4M 1 0.11% New
340
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$23.4M +$5.04M 3 0.22% Increased
341
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$23.4M -$68.7K 4 0.11% Reduced
342
BCM
Bienville Capital Management
New York
$23.3M +$64.2K 1 3.7% Increased
343
Asset Management One
Asset Management One
Japan
$23.1M +$20.7M 3 0.06% Increased
344
Baird Financial Group
Baird Financial Group
Wisconsin
$23M +$13.4M 5 0.04% Increased
345
AI
Aperture Investors
New York
$23M +$16.2M 2 2.62% New
346
EI
EAM Investors
California
$22.6M -$3.83M 3 2.52% Reduced
347
CRM
Cramer Rosenthal McGlynn
Connecticut
$22.6M -$16.3M 1 1.46% Reduced
348
Pacer Advisors
Pacer Advisors
Pennsylvania
$22.5M +$4.79M 5 0.06% Increased
349
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$22.5M -$10.6M 3 0.37% Reduced
350
Engineers Gate Manager
Engineers Gate Manager
New York
$22.4M -$24.8M 5 0.27% Reduced