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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
NSUP
NLB Skladi upravljanje premozenja
$22.4M +$22.5M 3 1.03% New
352
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$22.2M +$8.24M 2 0.93% Increased
353
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$22.2M +$173K 4 0.26% Increased
354
VDBMI
Van Den Berg Management I
Texas
$22.1M -$2.8M 1 5.07% Reduced
355
HighTower Advisors
HighTower Advisors
Illinois
$21.9M +$4.35M 7 0.02% Increased
356
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$21.6M -$106K 9 0.12% Reduced
357
HP
Harvey Partners
New York
$21.6M -$5.91M 1 1.91% Reduced
358
First Eagle Investment Management
First Eagle Investment Management
New York
$21.4M -$5.3M 3 0.04% Reduced
359
Sit Investment Associates
Sit Investment Associates
Minnesota
$21.4M +$884K 3 0.42% Increased
360
SBCM
Silverberg Bernstein Capital Management
New York
$21.3M -$493K 1 12.32% Reduced
361
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.3M +$3.51M 7 0.08% Increased
362
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$21.1M -$295K 6 0.03% Reduced
363
PCMH
Polymer Capital Management (HK)
Hong Kong
$21M -$14.6M 3 2.99% Reduced
364
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$20.8M -$21.2M 6 0.16% Reduced
365
TAMH
Taikang Asset Management (HK)
Hong Kong
$20.7M +$14.4M 1 2.05% New
366
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$20.7M +$2.77M 6 0.15% Increased
367
NIP
Nicholas Investment Partners
California
$20.6M +$3.67M 2 1.5% Increased
368
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.5M +$18M 4 0.08% Increased
369
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$20.4M -$3.61M 3 0.16% Reduced
370
H&H International Investment
H&H International Investment
California
$20.3M +$21.7M 1 0.12% New
371
WHGAM
Wealth High Governance Asset Management
$20.2M +$14.1M 1 3.62% New
372
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$20.2M +$79.5K 4 0.6% Increased
373
AC
Agman Capital
Nebraska
$20.2M +$16.4M 1 17.16% New
374
Aquatic Capital Management
Aquatic Capital Management
Illinois
$20.1M -$30.4M 3 0.57% Reduced
375
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$20.1M +$380K 10 0.01% Increased