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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
501
MM
M37 Management
California
$25.7M +$8.92M 1 4.48% Increased
502
Optiver Holding
Optiver Holding
Netherlands
$25.7M +$24.9M 4 0.01% Increased
503
MAM
Maytree Asset Management
Hong Kong
$25.5M -$26.1M 7 16.55% Reduced
504
VCM
Valiant Capital Management
California
$25.4M $0 1 1.02% Maintained
505
RAM
Robinhood Asset Management
California
$25.1M +$20.4M 2 1.34% New
506
NA
Navellier & Associates
Nevada
$25M +$3.19M 3 1.98% Increased
507
Advisors Asset Management
Advisors Asset Management
Colorado
$24.7M +$2.47M 6 0.38% Increased
508
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$24.6M +$2.27M 3 0.12% Increased
509
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$24.5M -$6.98M 1 0.19% Reduced
510
KM
KP Management
Minnesota
$24.4M -$8M 3 4.6% Reduced
511
BCM
Bienville Capital Management
New York
$24.3M -$10.5M 3 3.23% Reduced
512
OP Asset Management
OP Asset Management
$24.2M -$5.6M 6 0.26% Reduced
513
FCM
FirstWave Capital Management
Florida
$24.2M +$6.5M 4 10.67% Increased
514
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$24M +$8.72K 6 0.24% Increased
515
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$23.8M +$18.1M 4 0.56% Increased
516
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$23.8M +$2.39M 5 0.24% Increased
517
Cantor Fitzgerald
Cantor Fitzgerald
New York
$23.7M +$22.1M 4 0.26% Increased
518
LI
LMCG Investments
Massachusetts
$23.6M -$5.66M 1 1.26% Reduced
519
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$23.6M +$17.2M 1 0.1% New
520
GTAM
Global Trust Asset Management
Florida
$23.6M +$1.38M 5 7.37% Increased
521
Harvard Management Company
Harvard Management Company
Massachusetts
$23.4M +$24.3M 1 0.55% New
522
Horizon Investments
Horizon Investments
North Carolina
$23.3M +$12.2M 5 0.26% Increased
523
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$23.2M +$7.47M 1 0.96% Increased
524
ICM
Irenic Capital Management
New York
$23M +$22.3M 1 1.1% New
525
1SAMC
12th Street Asset Management Company
Tennessee
$22.9M -$8.52M 1 3.27% Reduced