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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
426
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$37.1M +$1.79M 4 0.26% Increased
427
ORI
Oak Ridge Investments
Illinois
$36.7M +$5.7M 3 2.08% Increased
428
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$36.5M +$32.5M 5 0.72% Increased
429
SummitTX Capital
SummitTX Capital
Texas
$36.4M +$19.9M 5 0.94% Increased
430
Winton Group
Winton Group
United Kingdom
$36.4M +$19.3M 5 1.18% Increased
431
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$36.4M +$28.6M 3 0.38% Increased
432
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$36.3M -$22.9M 3 0.35% Reduced
433
PCM
Portolan Capital Management
Massachusetts
$36.1M -$14.2M 4 1.35% Reduced
434
HVCM
Hel Ved Capital Management
Hong Kong
$35.8M -$54.4M 4 2.64% Reduced
435
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$35.6M +$26.7M 4 0.68% Increased
436
NCGI
Next Century Growth Investors
Minnesota
$35M -$102M 3 1.86% Reduced
437
PEAK6
PEAK6
Illinois
$34.8M +$9.89M 6 0.07% Increased
438
Utah Retirement Systems
Utah Retirement Systems
Utah
$34.6M +$436K 6 0.33% Increased
439
New York Life Investment Management
New York Life Investment Management
New York
$34.4M +$2.61M 4 0.24% Increased
440
PensionDanmark
PensionDanmark
Denmark
$34.4M +$9.97M 3 0.29% Increased
441
Cable Car Capital
Cable Car Capital
California
$34.3M +$34.7M 2 0.74% New
442
DCM
Divisar Capital Management
California
$34.3M -$22.4M 2 7.89% Reduced
443
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore)
Singapore
$34.2M -$5.31M 1 1.43% Reduced
444
VanEck Associates
VanEck Associates
New York
$34.2M -$335K 4 0.02% Reduced
445
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$34M -$13.5M 6 0.25% Reduced
446
ACM
Atika Capital Management
New York
$33.9M +$12.3M 2 2.23% Increased
447
TCM
Tuttle Capital Management
Connecticut
$33.8M +$34.8M 6 22.78% New
448
ET
Entropy Technologies
New York
$33.5M +$7.96M 5 1.33% Increased
449
Independent Financial Group
Independent Financial Group
California
$33.1M +$7.47M 8 0.62% Increased
450
Marsico Capital Management
Marsico Capital Management
Colorado
$32.9M $0 2 0.86% Maintained