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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
526
William Blair & Company
William Blair & Company
Illinois
$22.9M +$2.63M 5 0.06% Increased
527
Aberdeen Group
Aberdeen Group
United Kingdom
$22.9M +$2.44M 4 0.03% Increased
528
Boston Partners
Boston Partners
Massachusetts
$22.7M +$7.33M 1 0.02% Increased
529
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$22.5M +$5.12M 4 0.33% Increased
530
WLG
Williamson Legacy Group
Indiana
$22.5M +$1.16M 4 11.15% Increased
531
OHIF
Oriental Harbor Investment Fund
Hong Kong
$22.4M +$23.3M 1 1.36% New
532
WhitTier Trust Company
WhitTier Trust Company
Nevada
$22.2M +$1.17M 4 0.42% Increased
533
NAAA
New Age Alpha Advisors
New York
$22.2M -$351K 3 0.94% Reduced
534
OWIM
Old West Investment Management
California
$22M -$2.3M 2 2.33% Reduced
535
NIP
Nicholas Investment Partners
California
$21.9M -$17.6M 5 1.23% Reduced
536
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.9M -$81.2M 2 0.77% Reduced
537
TFS
Thoroughbred Financial Services
Tennessee
$21.8M +$2M 4 1.05% Increased
538
Hantz Financial Services
Hantz Financial Services
Michigan
$21.8M -$385K 7 0.3% Reduced
539
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$21.7M +$19.5M 4 0.41% Increased
540
WHGAM
Wealth High Governance Asset Management
$21.7M -$23.4M 2 2.31% Reduced
541
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$21.5M -$3.36M 1 0.7% Reduced
542
EC
Elequin Capital
New York
$21.2M +$22.4M 6 0.63% Increased
543
CCAM
Capelight Capital Asset Management
New York
$21.1M -$389K 4 10.15% Reduced
544
QRG Capital Management
QRG Capital Management
Illinois
$21.1M +$3.29M 6 0.17% Increased
545
BA
Bard Associates
Illinois
$21M -$154K 1 4.66% Reduced
546
Sterling Capital Management
Sterling Capital Management
North Carolina
$20.8M -$10.6M 9 0.35% Reduced
547
SSA
Sierra Summit Advisors
Nevada
$20.7M -$4.36M 2 2.31% Reduced
548
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$20.5M +$1.4M 4 0.26% Increased
549
Inspire Investing
Inspire Investing
Idaho
$20.5M +$7.64M 5 0.84% Increased
550
OBAM
ODDO BHF Asset Management
France
$20.4M +$13M 1 0.94% Increased