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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
Two Sigma Investments
Two Sigma Investments
New York
$18.3M +$9.18M 5 0.04% Increased
177
BBCM
Boardman Bay Capital Management
New York
$18M +$2.31M 5 31.56% Increased
178
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$17.7M -$2.3M 3 0.38% Reduced
179
Eventide Asset Management
Eventide Asset Management
Massachusetts
$16.8M +$1.25M 1 0.22% Increased
180
AIC
AWM Investment Company
New York
$16.7M $0 1 1.64% Maintained
181
Two Sigma Advisers
Two Sigma Advisers
New York
$16.7M +$581K 4 0.04% Increased
182
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$16.4M +$7.19M 2 0.08% Increased
183
Osaic Holdings
Osaic Holdings
Arizona
$16.3M +$399K 11 0.03% Increased
184
TPSF
Texas Permanent School Fund
Texas
$16M -$131K 5 0.2% Reduced
185
Amalgamated Bank
Amalgamated Bank
New York
$15.8M -$1.68M 6 0.13% Reduced
186
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$15.4M +$172K 6 0.03% Increased
187
NCGI
Next Century Growth Investors
Minnesota
$15.4M -$13.3M 1 1.33% Reduced
188
ACM
AIGH Capital Management
Maryland
$15.2M +$17.1M 1 3.21% New
189
WCM Investment Management
WCM Investment Management
California
$15M +$95.3K 1 0.03% Increased
190
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$14.9M -$9.44M 7 0.15% Reduced
191
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$14.8M -$233K 4 0.05% Reduced
192
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.7M +$278K 7 0.04% Increased
193
FG
Formula Growth
Quebec, Canada
$14.6M -$14.7K 1 2.09% Reduced
194
HighTower Advisors
HighTower Advisors
Illinois
$14.3M -$93.8K 6 0.04% Reduced
195
Tocqueville Asset Management
Tocqueville Asset Management
New York
$14.1M $0 2 0.21% Maintained
196
MetLife Investment Management
MetLife Investment Management
New Jersey
$13.9M -$685K 7 0.12% Reduced
197
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$13.7M -$493K 2 0.01% Reduced
198
CTI
Community Trust & Investment
Kentucky
$13.7M -$139K 1 1.14% Reduced
199
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.4M +$3.64M 5 0.05% Increased
200
ICP
Indus Capital Partners
New York
$13.4M $0 1 2.31% Maintained