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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
AAM
Alpine Associates Management
Florida
$32.7M +$28M 1 1.22% New
152
Citigroup
Citigroup
New York
$31.7M +$393K 11 0.02% Increased
153
Todd Asset Management
Todd Asset Management
Kentucky
$31.6M -$1.36M 1 0.68% Reduced
154
ARGA Investment Management
ARGA Investment Management
Connecticut
$31.5M +$23.8M 1 2.01% Increased
155
Raymond James & Associates
Raymond James & Associates
Florida
$30.7M +$3.59M 6 0.02% Increased
156
Giverny Capital
Giverny Capital
Quebec, Canada
$30.4M +$20.9M 2 1.62% Increased
157
BCA
Bernzott Capital Advisors
California
$29.7M +$4.8M 1 2.57% Increased
158
AIC
AWM Investment Company
New York
$29.5M $0 1 2.96% Maintained
159
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$29.5M -$797K 7 0.05% Reduced
160
Jane Street
Jane Street
New York
$28.7M +$1.13M 8 0.01% Increased
161
Aviva
Aviva
United Kingdom
$27.9M -$2.06M 2 0.12% Reduced
162
Ruffer LLP
Ruffer LLP
United Kingdom
$27.7M +$11.1M 1 0.67% Increased
163
Congress Wealth Management
Congress Wealth Management
Massachusetts
$27.4M +$22M 1 0.55% New
164
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.3M -$3.45M 9 0.04% Reduced
165
Two Sigma Investments
Two Sigma Investments
New York
$27.1M +$4.16M 4 0.06% Increased
166
FSCM
Front Street Capital Management
Montana
$26.7M -$171K 3 4.93% Reduced
167
LSV Asset Management
LSV Asset Management
Illinois
$26.4M -$55.2M 2 0.05% Reduced
168
Stifel Financial
Stifel Financial
Missouri
$26.3M -$8.97M 7 0.03% Reduced
169
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$26.1M +$10.1M 8 0.27% Increased
170
Comerica Bank
Comerica Bank
Texas
$25.2M +$1.61M 5 0.19% Increased
171
WIC
Water Island Capital
New York
$25.2M +$21.6M 1 1.39% New
172
Two Sigma Advisers
Two Sigma Advisers
New York
$24.9M +$2.17M 6 0.06% Increased
173
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$24.5M +$2.77M 1 0.29% Increased
174
MAP
Managed Asset Portfolios
Michigan
$24.5M -$335K 1 3.46% Reduced
175
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$24.5M +$7.1M 9 0.23% Increased
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