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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
176
AIC
AWM Investment Company
New York
$11.9M -$1.16M 1 2.52% Reduced
177
LCM
Lucha Capital Management
California
$11.7M -$4.63M 1 3.59% Reduced
178
Federated Hermes
Federated Hermes
Pennsylvania
$11.7M -$1.6M 4 0.03% Reduced
179
CRCP
Copper Rock Capital Partners
Massachusetts
$11.6M -$8.57M 1 1.04% Reduced
180
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.4M +$1.48M 5 0.14% Increased
181
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$11M +$5.62M 2 0.14% Increased
182
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$10.7M +$5.46M 3 0.08% Increased
183
ARTA
A.R.T. Advisors
New York
$10.5M +$4.06M 5 0.53% Increased
184
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$10.4M +$1.14M 6 0% Increased
185
Arizona State Retirement System
Arizona State Retirement System
Arizona
$10.3M -$1.28M 5 0.13% Reduced
186
SRC
Shufro Rose & Co
New York
$10.1M -$7.05K 1 1% Reduced
187
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.92M -$31.3M 2 0.07% Reduced
188
Marshall Wace North America
Marshall Wace North America
New York
$9.88M +$6.33M 4 0.06% Increased
189
Group One Trading
Group One Trading
Illinois
$9.83M +$2.76M 6 0.08% Increased
190
EIM
Essex Investment Management
Massachusetts
$9.79M -$3.96K 2 1.41% Reduced
191
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$9.77M +$1.05M 8 0.03% Increased
192
HA
Heartland Advisors
Wisconsin
$9.64M -$1.75M 2 0.74% Reduced
193
TPSF
Texas Permanent School Fund
Texas
$9.53M +$1.43M 5 0.15% Increased
194
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.43M -$2.26M 4 0.06% Reduced
195
BAPIM
British Airways Pensions Investment Management
United Kingdom
$9.39M +$2.71M 1 0.4% Increased
196
Masters Capital Management
Masters Capital Management
Georgia
$9.14M +$2.81M 1 0.54% Increased
197
Needham Investment Management
Needham Investment Management
New York
$9.01M +$767K 3 2.89% Increased
198
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$8.94M -$482K 6 0.03% Reduced
199
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$8.91M -$210K 1 0.16% Reduced
200
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$8.91M -$2.11M 1 0.63% Reduced