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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
Citigroup
Citigroup
New York
$18M -$6.12M 11 0.01% Reduced
152
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$17.6M -$3.94M 2 0.1% Reduced
153
Mariner
Mariner
Kansas
$17.5M +$37.2K 5 0.05% Increased
154
Discovery Capital Management
Discovery Capital Management
Connecticut
$17.4M +$1.19M 1 3.09% Increased
155
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$17.4M -$387K 1 0.1% Reduced
156
TPSF
Texas Permanent School Fund
Texas
$16.5M -$824K 5 0.16% Reduced
157
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16M -$4.76M 6 0.2% Reduced
158
Man Group
Man Group
United Kingdom
$15.8M -$10.2M 0 – Closed
159
FSCM
Front Street Capital Management
Montana
$15.5M +$33.3K 3 3.4% Increased
160
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$15.1M +$14.1M 1 0.11% New
161
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$15.1M -$956K 1 0.31% Reduced
162
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$15M +$36.3K 8 0.04% Increased
163
First Eagle Investment Management
First Eagle Investment Management
New York
$15M -$1.35M 2 0.04% Reduced
164
ZCM
Ziegler Capital Management
Illinois
$15M +$350K 2 0.6% Increased
165
MetLife Investment Management
MetLife Investment Management
New Jersey
$14.9M -$625K 8 0.12% Reduced
166
NPF
Norris Perne & French
Michigan
$14.7M +$6.57K 1 1.28% Increased
167
RB
Rodgers Brothers
Pennsylvania
$14.6M +$1.91M 1 2.5% Increased
168
TSAM
Trinity Street Asset Management
United Kingdom
$14.6M +$391K 1 1.88% Increased
169
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$14.4M -$798K 6 0.03% Reduced
170
WCM Investment Management
WCM Investment Management
California
$14.3M -$3.39M 1 0.04% Reduced
171
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$14.1M +$4.09M 6 0.06% Increased
172
Adage Capital Partners
Adage Capital Partners
Massachusetts
$14.1M +$17.8M 1 0.03% New
173
Tocqueville Asset Management
Tocqueville Asset Management
New York
$14.1M -$3.92M 1 0.27% Reduced
174
WPC
Waters Parkerson & Co
Louisiana
$14.1M +$36.5K 1 0.84% Increased
175
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$14M -$2.9M 2 0.54% Reduced