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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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.2M -$9.31M 7 0.01% Reduced
177
LCG
Lisanti Capital Growth
New York
$15.2M +$13.5M 2 2.07% Increased
178
Scout Investments
Scout Investments
Missouri
$15M -$11.3M 2 0.31% Reduced
179
NPF
Norris Perne & French
Michigan
$14.6M +$3.32M 1 1.44% Increased
180
WPC
Waters Parkerson & Co
Louisiana
$14.6M +$14.4M 1 0.88% New
181
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$14.4M +$478K 2 0.57% Increased
182
Maverick Capital
Maverick Capital
Texas
$14M +$14M 1 0.33% New
183
Comerica Bank
Comerica Bank
Texas
$14M -$2.86M 6 0.11% Reduced
184
MPMG
Minneapolis Portfolio Management Group
Minnesota
$13.8M -$169K 1 1.97% Reduced
185
TPSF
Texas Permanent School Fund
Texas
$13.8M -$829K 5 0.21% Reduced
186
ZCM
Ziegler Capital Management
Illinois
$13.5M -$314K 1 0.56% Reduced
187
CS
Central Securities
New York
$13.3M +$1.56M 1 1.72% Increased
188
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$13.3M +$1.56M 11 0% Increased
189
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$13.2M -$13.3K 2 0.06% Reduced
190
Stifel Financial
Stifel Financial
Missouri
$13.1M -$1.6M 8 0.02% Reduced
191
WCM Investment Management
WCM Investment Management
California
$12.7M -$284K 1 0.04% Reduced
192
AQR Capital Management
AQR Capital Management
Connecticut
$12.6M -$3.98M 6 0.03% Reduced
193
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.3M +$7.54M 5 0.02% Increased
194
SST
S Squared Technology
New York
$12.2M $0 1 8.27% Maintained
195
Twin Tree Management
Twin Tree Management
Texas
$12M +$10.7M 1 0.03% New
196
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$11.9M +$7.08M 5 0.06% Increased
197
Select Equity Group
Select Equity Group
New York
$11.8M -$1.26M 2 0.04% Reduced
198
RB
Rodgers Brothers
Pennsylvania
$11.7M +$74.3K 1 2.36% Increased
199
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.5M -$1.67M 4 0.04% Reduced
200
MIIM
Mesirow Institutional Investment Management
Illinois
$11.5M +$7.56M 1 1.52% Increased