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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
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.71M +$8.26M 2 0.06% New
527
WCM Investment Management
WCM Investment Management
California
$9.67M -$6.96M 1 0.02% Reduced
528
MI
MMCAP International
Cayman Islands
$9.66M -$13.1M 1 0.97% Reduced
529
OP Asset Management
OP Asset Management
$9.65M -$2.1M 3 0.12% Reduced
530
JCM
JAT Capital Management
Connecticut
$9.51M +$5.43M 2 10.24% Increased
531
Rockefeller Capital Management
Rockefeller Capital Management
New York
$9.51M +$2.1M 8 0.02% Increased
532
Allianz
Allianz
Germany
$9.5M +$322K 2 0.12% Increased
533
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$9.48M +$3.09M 2 0.39% Increased
534
Advisors Asset Management
Advisors Asset Management
Colorado
$9.31M +$2.19M 6 0.16% Increased
535
OAM
Ophir Asset Management
Australia
$9.29M -$1.17M 1 1.04% Reduced
536
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$9.24M +$30K 5 0.13% Increased
537
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$9.23M +$7.48M 1 1.28% New
538
Harvest Fund Management
Harvest Fund Management
China
$9.1M +$901K 5 0.34% Increased
539
RG
Renaissance Group
Kentucky
$9.07M -$3.68M 1 0.36% Reduced
540
AFWM
AMJ Financial Wealth Management
Virginia
$9.01M +$8.81M 2 2.13% New
541
Eventide Asset Management
Eventide Asset Management
Massachusetts
$9.01M -$1.72M 4 0.14% Reduced
542
Select Equity Group
Select Equity Group
New York
$8.99M -$25.9M 2 0.04% Reduced
543
SCM
SaddleRock Capital Management
New York
$8.98M +$7.28M 1 8.46% New
544
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.96M +$699K 8 0.01% Increased
545
Utah Retirement Systems
Utah Retirement Systems
Utah
$8.91M +$54.4K 4 0.08% Increased
546
XTX Topco
XTX Topco
Cayman Islands
$8.82M -$2.36M 8 0.23% Reduced
547
Quadrature Capital
Quadrature Capital
United Kingdom
$8.81M -$21.4M 6 0.09% Reduced
548
HCM
Hilton Capital Management
New York
$8.67M +$1.24M 2 0.65% Increased
549
Glenmede Trust
Glenmede Trust
Pennsylvania
$8.67M +$7.34M 5 0.04% New
550
TCM
Tieton Capital Management
Washington
$8.59M -$6.47K 1 2.94% Reduced