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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
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$16.8M -$21.8M 7 0.33% Reduced
152
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.3M +$2.08M 9 0.01% Increased
153
Hancock Whitney
Hancock Whitney
Mississippi
$16.3M +$7.91M 2 0.53% Increased
154
CRM
Cramer Rosenthal McGlynn
Connecticut
$16.3M -$362K 1 0.46% Reduced
155
BBCM
Boardman Bay Capital Management
New York
$16.3M -$950K 6 17.08% Reduced
156
STRS Ohio
STRS Ohio
Ohio
$16M +$232K 4 0.07% Increased
157
Zacks Investment Management
Zacks Investment Management
Illinois
$15.3M -$11.4K 1 0.31% Reduced
158
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$15.2M +$3.7M 4 0.24% Increased
159
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$15.2M +$2.45M 4 0.19% Increased
160
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$14.7M +$8.88M 5 0.07% Increased
161
RB
Rodgers Brothers
Pennsylvania
$14.5M -$4.19M 1 4.02% Reduced
162
EP
Edgestream Partners
New Jersey
$14.5M +$7.89M 1 1.39% Increased
163
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$14.4M +$124K 1 0.99% Increased
164
CC
Carlson Capital
Texas
$14.3M +$5.26M 1 0.26% Increased
165
Marshall Wace
Marshall Wace
United Kingdom
$14.2M +$13M 2 0.11% Increased
166
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13.5M -$979K 1 0.05% Reduced
167
CCI
Columbus Circle Investors
$13.2M +$1.72M 1 0.48% Increased
168
Two Sigma Investments
Two Sigma Investments
New York
$12.9M -$28.4M 6 0.04% Reduced
169
OAM
Oxford Asset Management
United Kingdom
$12.9M +$10M 5 0.31% Increased
170
Two Sigma Advisers
Two Sigma Advisers
New York
$12.8M -$1.78M 5 0.03% Reduced
171
Artemis Investment Management
Artemis Investment Management
United Kingdom
$12.8M +$3.49M 1 0.17% Increased
172
SM
Senvest Management
New York
$12.6M +$10.9M 1 1.09% Increased
173
BIM
Bogle Investment Management
Massachusetts
$12.4M +$6.74M 2 1.07% Increased
174
MetLife Investment Management
MetLife Investment Management
New Jersey
$12.1M -$296K 7 0.13% Reduced
175
Comerica Bank
Comerica Bank
Texas
$11.9M +$309K 7 0.09% Increased