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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
151
First Trust Advisors
First Trust Advisors
Illinois
$13.6M +$4.01M 4 0.03% Increased
152
PC
Pier Capital
Connecticut
$13.6M +$2.76M 2 1.87% Increased
153
CMG
Cavalry Management Group
California
$12.6M +$4.55M 1 5.34% Increased
154
BA
Broadview Advisors
Wisconsin
$12.5M -$2.79M 1 2% Reduced
155
Masters Capital Management
Masters Capital Management
Georgia
$12.5M -$12.9M 1 0.35% Reduced
156
GIP
Granite Investment Partners
California
$12.4M -$4.84M 1 0.78% Reduced
157
RHJA
Rice Hall James & Associates
California
$12M +$9.55M 2 0.44% Increased
158
SRC
Shufro Rose & Co
New York
$11.8M -$7.5K 1 1.13% Reduced
159
GCP
Garelick Capital Partners
Massachusetts
$11.6M +$12M 1 2.38% New
160
Nordea Investment Management
Nordea Investment Management
Sweden
$11.2M +$411K 5 0.03% Increased
161
MetLife Investment Management
MetLife Investment Management
New Jersey
$11.1M +$2.58M 7 0.13% Increased
162
AAM
AO Asset Management
New York
$11M +$3.45M 1 1.65% Increased
163
Arizona State Retirement System
Arizona State Retirement System
Arizona
$11M -$3.68M 5 0.11% Reduced
164
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$10.9M -$5.07M 2 0.02% Reduced
165
American Century Companies
American Century Companies
Missouri
$10.9M -$3.22M 2 0.01% Reduced
166
Prudential plc
Prudential plc
United Kingdom
$10.8M $0 1 0.03% Maintained
167
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$10.6M -$94K 1 0.19% Reduced
168
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.6M +$3.31M 6 0.13% Increased
169
BBCM
Boardman Bay Capital Management
New York
$10.5M -$2.16M 6 15.75% Reduced
170
ACPU
Arrowgrass Capital Partners (US)
Delaware
$9.7M -$12.1M 1 0.33% Reduced
171
ACM
Argent Capital Management
Missouri
$9.67M +$351K 3 0.35% Increased
172
Canada Life
Canada Life
Manitoba, Canada
$9.57M -$2.9M 7 0.02% Reduced
173
MC
Maplelane Capital
New York
$9.26M -$42.2M 1 0.2% Reduced
174
Needham Investment Management
Needham Investment Management
New York
$9.23M -$53.5K 3 2.59% Reduced
175
Advisors Capital Management
Advisors Capital Management
New Jersey
$9.13M +$2.44M 2 0.63% Increased