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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
451
Wealthfront Advisers
Wealthfront Advisers
California
$20.2M +$14.7M 5 0.04% Increased
452
Sterling Capital Management
Sterling Capital Management
North Carolina
$20.2M -$16.6M 8 0.38% Reduced
453
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$20.1M -$9.09M 4 0.27% Reduced
454
PCM
Philosophy Capital Management
California
$20.1M +$18.4M 1 1.23% New
455
TCA
Troluce Capital Advisors
Puerto Rico
$20.1M +$18.4M 1 1.23% New
456
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.1M -$56.9M 4 0.03% Reduced
457
MML Investors Services
MML Investors Services
Massachusetts
$20M +$1.39M 8 0.06% Increased
458
M&T Bank
M&T Bank
New York
$19.8M -$1.35M 6 0.07% Reduced
459
AP
Atwood & Palmer
Missouri
$19.8M +$18.1M 4 1.12% New
460
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.8M +$2.62M 8 0.03% Increased
461
SSA
Sierra Summit Advisors
Nevada
$19.6M +$15.3M 3 2.84% Increased
462
Andra AP-fonden
Andra AP-fonden
Sweden
$19.6M -$5.28M 2 0.23% Reduced
463
Yousif Capital Management
Yousif Capital Management
Michigan
$19.5M -$25.4M 5 0.23% Reduced
464
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$19.4M -$54.2M 5 0.03% Reduced
465
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$19.3M -$67.1M 8 0.17% Reduced
466
First Eagle Investment Management
First Eagle Investment Management
New York
$19.3M -$10.8M 3 0.03% Reduced
467
Pacer Advisors
Pacer Advisors
Pennsylvania
$19.3M -$11.6M 5 0.05% Reduced
468
ACMH
Andar Capital Management (HK)
Hong Kong
$19.1M -$6.24M 2 16.3% Reduced
469
AssetMark Inc
AssetMark Inc
California
$18.7M +$12.3M 8 0.04% Increased
470
Quadrant Capital Group
Quadrant Capital Group
Ohio
$18.5M +$979K 9 0.55% Increased
471
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$18.5M -$11.8M 5 0.21% Reduced
472
Guggenheim Capital
Guggenheim Capital
Illinois
$18.5M +$1.52M 7 0.14% Increased
473
NewEdge Advisors
NewEdge Advisors
Louisiana
$18.3M +$990K 8 0.07% Increased
474
PCM
Prelude Capital Management
New York
$18.1M +$2.16M 8 1.39% Increased
475
PensionDanmark
PensionDanmark
Denmark
$18.1M +$10.7M 3 0.18% Increased