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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
351
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13.3M -$7.53M 4 0.02% Reduced
352
JGUA
John G. Ullman & Associates
New York
$13.3M -$2.67M 4 1.8% Reduced
353
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$13.3M -$13.3M 2 0.12% Reduced
354
CC
Clearline Capital
New York
$13M +$12M 1 0.59% New
355
FMI
F/M Investments
District of Columbia
$12.9M +$1.63M 3 0.5% Increased
356
Natixis
Natixis
France
$12.9M -$21.5M 5 0.06% Reduced
357
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$12.8M -$612K 1 0.25% Reduced
358
SC
Skylands Capital
Wisconsin
$12.7M -$2.71M 1 1.75% Reduced
359
RG
Renaissance Group
Kentucky
$12.7M -$8.68M 1 0.48% Reduced
360
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$12.6M +$109K 4 0.18% Increased
361
Moore Capital Management
Moore Capital Management
New York
$12.6M +$10.5M 3 0.17% New
362
Sit Investment Associates
Sit Investment Associates
Minnesota
$12.5M +$1.23M 2 0.25% Increased
363
PCM
Penn Capital Management
Pennsylvania
$12.5M -$18.1M 2 0.96% Reduced
364
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$12.4M -$229K 9 0.01% Reduced
365
Great Lakes Advisors
Great Lakes Advisors
Illinois
$12.4M -$14.4M 1 0.1% Reduced
366
Simplex Trading
Simplex Trading
Illinois
$12.2M +$5.4M 7 0.01% Increased
367
HCA
Harbour Capital Advisors
Virginia
$12.1M -$255K 3 2.48% Reduced
368
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1M +$3.44M 7 0.05% Increased
369
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$12.1M +$3.72M 4 0.14% Increased
370
TCMG
TSP Capital Management Group
New Jersey
$11.9M +$11.2M 1 3.18% New
371
HVIA
Hudson Valley Investment Advisors
New York
$11.7M -$811K 1 1.22% Reduced
372
HighTower Advisors
HighTower Advisors
Illinois
$11.7M -$2.66M 7 0.01% Reduced
373
ACM
Atika Capital Management
New York
$11.7M +$8.15M 1 0.94% New
374
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$11.6M $0 4 0.36% Maintained
375
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$11.5M +$2.39M 1 0.17% Increased