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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
401
PCM
Philosophy Capital Management
California
$41.8M +$8.37M 1 1.98% Increased
402
AIM
Alpine Investment Management
Hong Kong
$41.8M +$42.6M 1 10.17% Increased
403
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$41.6M +$14.8M 3 0.89% Increased
404
Verition Fund Management
Verition Fund Management
Connecticut
$41.4M -$63M 5 0.21% Reduced
405
Algert Global
Algert Global
California
$41.1M -$9.56M 6 0.49% Reduced
406
Truist Financial
Truist Financial
North Carolina
$40.9M +$722K 8 0.05% Increased
407
Silvercrest Asset Management
Silvercrest Asset Management
New York
$40.4M -$29.6M 4 0.26% Reduced
408
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$40.4M +$1.63M 4 0.27% Increased
409
Boothbay Fund Management
Boothbay Fund Management
New York
$39.9M -$23.1M 4 0.53% Reduced
410
PWAM
Park West Asset Management
California
$39.8M +$38.6M 1 2.71% New
411
Emerald Advisers
Emerald Advisers
Pennsylvania
$39.7M -$130M 4 0.93% Reduced
412
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$39.7M -$231M 1 1.13% Reduced
413
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$39.4M +$481K 8 0.32% Increased
414
ACB
Aristotle Capital Boston
Massachusetts
$39.1M -$34.7M 1 2.62% Reduced
415
Rockefeller Capital Management
Rockefeller Capital Management
New York
$38.9M +$11.8M 8 0.06% Increased
416
Corient Private Wealth
Corient Private Wealth
Florida
$38.9M +$9.75M 8 0.05% Increased
417
AGM
Alpine Global Management
New York
$38.7M +$28.6M 3 6.29% New
418
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$38.5M +$36.3M 4 0.85% Increased
419
CIP
Champlain Investment Partners
Vermont
$38.3M -$63.2M 1 0.99% Reduced
420
RIM
Ranger Investment Management
Texas
$38.2M -$15.9M 1 2.42% Reduced
421
Empowered Funds
Empowered Funds
Pennsylvania
$38.1M +$1.64M 6 0.2% Increased
422
SRC
Shufro Rose & Co
New York
$37.8M -$1.48M 1 2.17% Reduced
423
Harvest Fund Management
Harvest Fund Management
China
$37.5M +$22.1M 6 1.24% Increased
424
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$37.3M +$4.47M 4 0.23% Increased
425
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$37.2M +$35.9M 4 0.71% New