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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
Man Group
Man Group
United Kingdom
$21.3M +$19.6M 4 0.06% New
152
Primecap Management
Primecap Management
California
$21.3M -$136K 2 0.02% Reduced
153
SST
S Squared Technology
New York
$21.2M -$5.59M 2 10.28% Reduced
154
Becker Capital Management
Becker Capital Management
Oregon
$21.1M +$255K 1 0.76% Increased
155
Comerica Bank
Comerica Bank
Texas
$21M +$8.53M 6 0.1% Increased
156
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$20.4M -$285K 5 0.05% Reduced
157
SG Americas Securities
SG Americas Securities
New York
$20M +$6.82M 9 0.19% Increased
158
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$19.8M +$13.4M 1 0.35% New
159
NPF
Norris Perne & French
Michigan
$19.4M -$137K 1 1.5% Reduced
160
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.3M -$7.44M 7 0.04% Reduced
161
LI
Leeward Investments
Massachusetts
$18.9M +$3.48M 1 0.89% Increased
162
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$18.9M +$4.38M 1 0.13% Increased
163
TPSF
Texas Permanent School Fund
Texas
$18.5M +$224K 5 0.16% Increased
164
WPC
Waters Parkerson & Co
Louisiana
$18.5M -$229K 1 1.02% Reduced
165
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$18.4M -$2.87M 3 0.55% Reduced
166
TB
Terril Brothers
Missouri
$18.4M +$15.2M 1 6.51% New
167
RB
Rodgers Brothers
Pennsylvania
$18.2M -$1.05M 1 2.88% Reduced
168
WCM Investment Management
WCM Investment Management
California
$18.1M +$1.43M 1 0.05% Increased
169
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$17.8M +$7.58M 2 1.64% Increased
170
Mutual of America Capital Management
Mutual of America Capital Management
New York
$17.6M -$272K 6 0.2% Reduced
171
FSCM
Front Street Capital Management
Montana
$17.6M -$344K 3 3.51% Reduced
172
Russell Investments Group
Russell Investments Group
United Kingdom
$17.6M -$1.67M 8 0.03% Reduced
173
First Eagle Investment Management
First Eagle Investment Management
New York
$17.5M +$1.4M 2 0.04% Increased
174
CS
Central Securities
New York
$17.4M $0 1 1.89% Maintained
175
Oberweis Asset Management
Oberweis Asset Management
Illinois
$17.2M +$2.22M 1 1.61% Increased