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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
376
Daiwa Securities Group
Daiwa Securities Group
Japan
$28.2M +$17.5M 5 0.08% Increased
377
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$27.9M -$5.28M 3 0.31% Reduced
378
Vontobel Holding
Vontobel Holding
Switzerland
$27.7M -$14.9M 5 0.1% Reduced
379
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$27.7M +$3.64M 9 0.07% Increased
380
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27.6M -$6.94M 3 0.09% Reduced
381
IGM
Incline Global Management
New York
$27.4M +$15.6M 2 10.77% Increased
382
SBCM
Silverberg Bernstein Capital Management
New York
$27.4M -$284K 1 15.08% Reduced
383
UniSuper Management
UniSuper Management
Australia
$27.3M +$21.9M 3 0.18% Increased
384
BCM
Bienville Capital Management
New York
$27.2M -$9.01M 1 4.95% Reduced
385
Jefferies Financial Group
Jefferies Financial Group
New York
$27.2M +$2.99M 8 0.19% Increased
386
FM
Freemont Management
Switzerland
$26.6M +$4.64M 3 4.02% Increased
387
SC
Shellback Capital
Massachusetts
$26.3M +$16.7M 2 3.74% Increased
388
Mediolanum International Funds
Mediolanum International Funds
Ireland
$26.1M +$19M 4 0.28% Increased
389
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$25.9M +$10.5M 5 0.03% Increased
390
PAP
Persistent Asset Partners
Hong Kong
$25.9M +$18.1M 4 9.65% Increased
391
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$25.6M -$51.9M 1 0.22% Reduced
392
ASM
AI-Squared Management
Hong Kong
$25.5M +$18.1M 1 18.58% Increased
393
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$25.4M +$2.85M 8 0.25% Increased
394
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$25.4M -$21.8M 6 0.2% Reduced
395
1CM
1492 Capital Management
Wisconsin
$25.2M -$7.09M 4 9.59% Reduced
396
RCM
Rivermont Capital Management
New York
$25M +$19.5M 1 5.27% New
397
Truist Financial
Truist Financial
North Carolina
$24.9M -$9.25M 7 0.03% Reduced
398
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$24.8M +$21.9M 4 0.2% New
399
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$24.7M -$6.36M 5 0.35% Reduced
400
1SAMC
12th Street Asset Management Company
Tennessee
$24.6M -$35.5M 1 4.03% Reduced