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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
Chilton Investment Company
Chilton Investment Company
Connecticut
$19.1M +$1.13M 2 0.48% Increased
177
CS
Central Securities
New York
$18.9M +$18.3M 1 1.94% New
178
TimesSquare Capital Management
TimesSquare Capital Management
New York
$18.7M +$16.9M 1 0.15% New
179
BBCM
Boardman Bay Capital Management
New York
$17.9M -$10.3M 5 28.07% Reduced
180
TPSF
Texas Permanent School Fund
Texas
$17.8M -$31.1K 5 0.21% Reduced
181
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.7M +$12.4M 2 0.08% Increased
182
Eventide Asset Management
Eventide Asset Management
Massachusetts
$17.4M +$937K 1 0.23% Increased
183
Two Sigma Advisers
Two Sigma Advisers
New York
$17.1M -$6.05M 5 0.05% Reduced
184
Reinhart Partners
Reinhart Partners
Wisconsin
$16.8M -$185K 1 0.84% Reduced
185
Osaic Holdings
Osaic Holdings
Arizona
$16.6M -$1.04M 10 0.04% Reduced
186
PEAK6 Investments
PEAK6 Investments
Illinois
$16.6M -$13.3M 4 0.04% Reduced
187
MetLife Investment Management
MetLife Investment Management
New Jersey
$16.3M -$395K 7 0.14% Reduced
188
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$16.3M -$1.7M 4 0.05% Reduced
189
HighTower Advisors
HighTower Advisors
Illinois
$16.2M +$9.15M 5 0.05% Increased
190
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.2M +$2.15M 6 0.04% Increased
191
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.9M +$7.84M 7 0.11% Increased
192
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$15.7M +$4.65M 2 0.01% Increased
193
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$15.5M +$852K 6 0.03% Increased
194
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$15.5M -$1.88M 6 0.06% Reduced
195
PTC
Philadelphia Trust Company
Pennsylvania
$15.1M -$2.16M 2 1.04% Reduced
196
Tocqueville Asset Management
Tocqueville Asset Management
New York
$14.8M +$1.4M 2 0.21% Increased
197
BCA
Bernzott Capital Advisors
California
$14.8M +$13.9M 1 1.26% New
198
WCM Investment Management
WCM Investment Management
California
$14.7M +$518K 1 0.04% Increased
199
VOYA Investment Management
VOYA Investment Management
Georgia
$14.5M -$15.2M 7 0.03% Reduced
200
Squarepoint
Squarepoint
New York
$14.3M -$2.76M 7 0.05% Reduced