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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
CRCP
Copper Rock Capital Partners
Massachusetts
$17.4M -$33.3K 1 1.32% Reduced
152
PVH
Psagot Value Holdings
Israel
$17.1M +$15.3M 1 0.58% Increased
153
AIC
AWM Investment Company
New York
$16.8M -$374K 1 3.28% Reduced
154
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$16.6M +$2.46M 5 0.18% Increased
155
Zacks Investment Management
Zacks Investment Management
Illinois
$16.3M -$303K 1 0.31% Reduced
156
Cowen and Company
Cowen and Company
New York
$16.2M +$14.5M 1 1.41% New
157
SC
Shellback Capital
Massachusetts
$15.8M -$7.41M 1 1.77% Reduced
158
STRS Ohio
STRS Ohio
Ohio
$15.8M -$165K 4 0.07% Reduced
159
BIM
Bogle Investment Management
Massachusetts
$15.3M +$1.41M 2 1.43% Increased
160
CRM
Cramer Rosenthal McGlynn
Connecticut
$15.1M -$7.44M 1 0.43% Reduced
161
Hancock Whitney
Hancock Whitney
Mississippi
$14.8M -$4.42M 2 0.48% Reduced
162
Federated Hermes
Federated Hermes
Pennsylvania
$14.7M -$20.6K 5 0.03% Reduced
163
Needham Investment Management
Needham Investment Management
New York
$14.5M +$5.44M 1 3.95% Increased
164
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.5M +$1.09M 6 0% Increased
165
Man Group
Man Group
United Kingdom
$14.4M +$3.35M 3 0.05% Increased
166
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$14.4M -$1.12M 1 0.99% Reduced
167
MetLife Investment Management
MetLife Investment Management
New Jersey
$14.3M -$184K 7 0.15% Reduced
168
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$14.3M -$15.4M 4 0.05% Reduced
169
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$14.2M -$17.8M 4 0.03% Reduced
170
ARTA
A.R.T. Advisors
New York
$14.1M +$1.59M 5 0.7% Increased
171
RB
Rodgers Brothers
Pennsylvania
$13.9M -$8.61K 1 3.61% Reduced
172
Comerica Bank
Comerica Bank
Texas
$13.7M -$660K 7 0.1% Reduced
173
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.5M +$12.1M 1 0.06% New
174
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$13.4M +$11.9M 5 0.04% New
175
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$13.2M +$1.4M 3 0.13% Increased