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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
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$33.1M +$11.7M 3 0.46% Increased
352
PCM
Portolan Capital Management
Massachusetts
$33M -$14.6M 4 1.76% Reduced
353
IFM Investors
IFM Investors
Australia
$33M +$15.8M 4 0.28% Increased
354
RIM
Ranger Investment Management
Texas
$32.9M -$254K 1 2.38% Reduced
355
STRS Ohio
STRS Ohio
Ohio
$32.9M -$1.5M 6 0.13% Reduced
356
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$32.8M -$4.02M 2 1.26% Reduced
357
VWS
Virtus Wealth Solutions
New Jersey
$32.5M +$1.82M 4 6.2% Increased
358
VAM
VMS Asset Management
$32.3M -$5.49M 3 19.71% Reduced
359
Fred Alger Management
Fred Alger Management
New York
$32M -$2.18M 3 0.14% Reduced
360
TCM
Thames Capital Management
New Jersey
$31.9M +$8.94M 4 5.72% Increased
361
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$31.4M -$198K 4 0.23% Reduced
362
Xponance
Xponance
Pennsylvania
$31.2M +$9.02M 7 0.22% Increased
363
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$31.2M -$24.8M 3 0.13% Reduced
364
BAMCO Inc
BAMCO Inc
New York
$30.7M +$12.5M 2 0.09% Increased
365
Nordea Investment Management
Nordea Investment Management
Sweden
$30.6M +$20.9M 4 0.03% Increased
366
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$30.3M +$2.43M 10 0.02% Increased
367
Sit Investment Associates
Sit Investment Associates
Minnesota
$30.2M -$58.2K 3 0.61% Reduced
368
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$29.6M -$6.66M 9 0.15% Reduced
369
CIAM
Caitong International Asset Management
Hong Kong
$29.6M +$15.4M 11 5.47% Increased
370
Mutual of America Capital Management
Mutual of America Capital Management
New York
$29.3M -$36M 5 0.33% Reduced
371
TSAM
Trinity Street Asset Management
United Kingdom
$29.2M -$4.91M 1 2% Reduced
372
Los Angeles Capital Management
Los Angeles Capital Management
California
$28.8M +$28.2M 7 0.11% Increased
373
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$28.6M +$10.1M 7 0.14% Increased
374
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$28.6M -$14.5M 4 0.57% Reduced
375
Algert Global
Algert Global
California
$28.2M -$37.7M 5 0.42% Reduced