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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
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$13.1M $0 2 0.15% Maintained
177
Group One Trading
Group One Trading
Illinois
$12.8M +$1.41M 5 0.09% Increased
178
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$12.7M -$4.79M 4 0.06% Reduced
179
SCM
Snow Capital Management
Pennsylvania
$12.5M +$11.8M 1 1.73% New
180
Masters Capital Management
Masters Capital Management
Georgia
$12.5M -$448K 2 0.71% Reduced
181
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$12.4M +$927K 8 0.03% Increased
182
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$12.2M +$7.26M 4 0.3% Increased
183
SAM
Southeastern Asset Management
Tennessee
$12.1M +$12.8M 1 0.2% New
184
Trexquant Investment
Trexquant Investment
Connecticut
$11.7M +$6.04M 3 0.69% Increased
185
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.5M +$8.69M 2 0.07% Increased
186
CC
Carlson Capital
Texas
$11.5M -$8.05M 1 0.21% Reduced
187
TPSF
Texas Permanent School Fund
Texas
$11.2M +$68.6K 5 0.17% Increased
188
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$11.2M -$19.4M 4 0.18% Reduced
189
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$11M -$3.26M 1 0.04% Reduced
190
Gotham Asset Management
Gotham Asset Management
New York
$11M +$6.42M 2 0.2% Increased
191
GAI
General American Investors
New York
$10.7M $0 1 0.98% Maintained
192
SGCIA
Smith Graham & Co Investment Advisors
Texas
$10.3M -$1.38M 1 1.01% Reduced
193
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.2M -$22M 1 0.06% Reduced
194
SRC
Shufro Rose & Co
New York
$10.2M +$469K 1 0.92% Increased
195
Nordea Investment Management
Nordea Investment Management
Sweden
$10.1M +$201K 2 0.02% Increased
196
Marshall Wace
Marshall Wace
United Kingdom
$10.1M -$4.96M 2 0.07% Reduced
197
IECM
Intrinsic Edge Capital Management
Illinois
$9.96M +$8.94M 2 1.25% New
198
AIS
AlphaOne Investment Services
Pennsylvania
$9.74M +$8.4M 2 16.22% New
199
WBC
Westpac Banking Corp
Australia
$9.74M +$8.04M 1 0.13% New
200
Canada Life
Canada Life
Manitoba, Canada
$9.72M -$107K 7 0.02% Reduced