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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
101
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.1M +$4.7M 5 0.1% Increased
102
QAM
Quentec Asset Management
New York
$21.9M -$19.7M 3 2.97% Reduced
103
CAM
Chou Associates Management
Ontario, Canada
$21.7M $0 1 8.03% Maintained
104
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$21.6M +$1.13M 1 2.47% Increased
105
Driehaus Capital Management
Driehaus Capital Management
Illinois
$21.5M +$15.8M 3 0.73% Increased
106
RIM
Rainier Investment Management
Washington
$20.9M -$7.28M 2 1.35% Reduced
107
NFA
Nationwide Fund Advisors
Ohio
$20.9M +$1.58M 9 0.09% Increased
108
AQR Arbitrage
AQR Arbitrage
Connecticut
$20.3M +$1.91M 1 0.2% Increased
109
RB
Rodgers Brothers
Pennsylvania
$19.2M -$44.4K 1 7.74% Reduced
110
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.1M +$11.1M 8 0.02% Increased
111
AQR Capital Management
AQR Capital Management
Connecticut
$18.9M -$556K 8 0.03% Reduced
112
NC
Northpointe Capital
Michigan
$18.9M -$6.21M 2 1.96% Reduced
113
Guggenheim Capital
Guggenheim Capital
Illinois
$18.4M -$790K 9 0.06% Reduced
114
NCGI
Next Century Growth Investors
Minnesota
$18.4M +$1.09M 1 0.85% Increased
115
SAM
Skyline Asset Management
Illinois
$18.2M +$22.1K 1 1.3% Increased
116
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$18.2M +$17.4M 1 0.31% New
117
KI
Kalmar Investments
Delaware
$18M -$9.45M 1 0.82% Reduced
118
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$17.9M -$1.23M 1 0.95% Reduced
119
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$17.6M -$351K 3 0.04% Reduced
120
Marshall Wace
Marshall Wace
United Kingdom
$17.2M -$39.4M 3 0.12% Reduced
121
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$17.2M +$3.19M 2 0.31% Increased
122
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$17.1M +$511K 8 0.05% Increased
123
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$17M +$7.9M 2 0.07% Increased
124
FA
Friess Associates
Delaware
$16.9M +$15.6M 1 1.64% Increased
125
Tocqueville Asset Management
Tocqueville Asset Management
New York
$16.8M +$3.89M 3 0.2% Increased