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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
SI
Sora Investors
Pennsylvania
$22.2M +$14.4M 1 8.52% Increased
152
SC
Shellback Capital
Massachusetts
$21.8M -$6.64M 2 3.16% Reduced
153
Ruffer LLP
Ruffer LLP
United Kingdom
$21M -$4.5M 1 1.32% Reduced
154
Credit Suisse
Credit Suisse
Switzerland
$20.8M -$25.8M 9 0.02% Reduced
155
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$19.7M +$15.8M 5 0.08% Increased
156
Raymond James & Associates
Raymond James & Associates
Florida
$19.5M +$1.46M 7 0.02% Increased
157
Becker Capital Management
Becker Capital Management
Oregon
$19.4M -$71.5K 1 1.02% Reduced
158
ACM
Analog Century Management
New York
$19.2M -$4.52M 2 10.77% Reduced
159
NPIC
Neumeier Poma Investment Counsel
California
$19M -$4.31M 1 1.89% Reduced
160
HP
Harvey Partners
New York
$18.8M +$7.08M 1 2.76% Increased
161
Verition Fund Management
Verition Fund Management
Connecticut
$18.7M +$10.4M 5 0.21% Increased
162
Mariner
Mariner
Kansas
$18.3M +$428K 5 0.07% Increased
163
GGHC
Gilder Gagnon Howe & Co
New York
$18.1M -$9M 3 0.32% Reduced
164
Guggenheim Capital
Guggenheim Capital
Illinois
$18M +$6.88M 5 0.16% Increased
165
FSCM
Front Street Capital Management
Montana
$17.6M +$55.6K 3 4.47% Increased
166
AQR Capital Management
AQR Capital Management
Connecticut
$17.3M -$18.1M 6 0.04% Reduced
167
Truist Financial
Truist Financial
North Carolina
$17M +$11.4M 4 0.03% Increased
168
Russell Investments Group
Russell Investments Group
United Kingdom
$16.9M -$5.9M 7 0.04% Reduced
169
DG
DigitalBridge Group
Florida
$16.9M +$4.56M 3 2.4% Increased
170
MAP
Managed Asset Portfolios
Michigan
$16.3M -$26.6K 1 2.9% Reduced
171
Comerica Bank
Comerica Bank
Texas
$16M +$11.8K 6 0.14% Increased
172
CS
Cisco Systems
California
$15.8M $0 1 7.56% Maintained
173
Congress Wealth Management
Congress Wealth Management
Massachusetts
$15.4M +$291K 1 0.41% Increased
174
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$15.2M +$157K 7 0.04% Increased
175
MetLife Investment Management
MetLife Investment Management
New Jersey
$15.1M +$2.71M 8 0.13% Increased