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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
Guggenheim Capital
Guggenheim Capital
Illinois
$22.2M -$691K 6 0.17% Reduced
152
Tocqueville Asset Management
Tocqueville Asset Management
New York
$22.1M +$14.5M 2 0.4% Increased
153
WPC
Waters Parkerson & Co
Louisiana
$21.9M -$142K 1 1.24% Reduced
154
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$21.4M -$342K 6 0.05% Reduced
155
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$21.1M +$18.6M 1 0.38% New
156
DG
DigitalBridge Group
Florida
$20.7M +$3.27M 2 2.48% Increased
157
SST
S Squared Technology
New York
$20.6M +$4.24M 3 10.19% Increased
158
RB
Rodgers Brothers
Pennsylvania
$20.5M +$2.48M 1 3.61% Increased
159
CS
Central Securities
New York
$20.4M $0 1 2.43% Maintained
160
Becker Capital Management
Becker Capital Management
Oregon
$20M +$209K 1 0.76% Increased
161
Canada Life
Canada Life
Manitoba, Canada
$19.9M +$1.52M 4 0.05% Increased
162
Clear Street
Clear Street
New York
$19.8M +$14.4M 1 0.19% New
163
FHCM
Force Hill Capital Management
New York
$19.6M +$4.33M 2 4.24% Increased
164
FSCM
Front Street Capital Management
Montana
$19.2M +$129K 3 4.06% Increased
165
Primecap Management
Primecap Management
California
$19.2M +$1.19M 2 0.02% Increased
166
Natixis Advisors
Natixis Advisors
Massachusetts
$18.9M -$39.5M 5 0.06% Reduced
167
TPSF
Texas Permanent School Fund
Texas
$18.9M -$250K 5 0.17% Reduced
168
NCGI
Next Century Growth Investors
Minnesota
$18.8M +$5.93M 2 1.81% Increased
169
Discovery Capital Management
Discovery Capital Management
Connecticut
$18.5M +$2.75M 1 1.95% Increased
170
Stonegate Investment Group
Stonegate Investment Group
Alabama
$18M -$1.53M 1 0.64% Reduced
171
HighTower Advisors
HighTower Advisors
Illinois
$16.9M +$154K 5 0.03% Increased
172
MAP
Managed Asset Portfolios
Michigan
$16.5M +$240K 1 2.47% Increased
173
MetLife Investment Management
MetLife Investment Management
New Jersey
$16.5M -$213K 8 0.12% Reduced
174
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$16.4M -$603K 8 0.04% Reduced
175
William Blair Investment Management
William Blair Investment Management
Illinois
$16.1M +$15.2M 1 0.05% New