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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
Osaic Holdings
Osaic Holdings
Arizona
$15.8M -$65.8K 11 0.03% Reduced
177
MIIM
Mesirow Institutional Investment Management
Illinois
$15.6M +$4M 2 1.69% Increased
178
Stifel Financial
Stifel Financial
Missouri
$15.5M +$1.97M 7 0.02% Increased
179
MPMG
Minneapolis Portfolio Management Group
Minnesota
$15.4M +$483K 1 2.01% Increased
180
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.2M +$5.45M 2 0.08% Increased
181
CS
Central Securities
New York
$15.2M +$814K 1 1.9% Increased
182
Amalgamated Bank
Amalgamated Bank
New York
$14.9M -$2.65M 8 0.13% Reduced
183
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$14.3M -$4.03M 1 0.59% Reduced
184
WCM Investment Management
WCM Investment Management
California
$14.3M +$47.5K 1 0.05% Increased
185
Boston Partners
Boston Partners
Massachusetts
$14.1M +$13.4M 1 0.02% New
186
Select Equity Group
Select Equity Group
New York
$14.1M +$1.39M 2 0.05% Increased
187
Madison Asset Management
Madison Asset Management
Wisconsin
$13.8M +$5.06M 1 0.21% Increased
188
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$13.7M +$102K 2 0.06% Increased
189
OGC
Oak Grove Capital
New Hampshire
$13.3M +$7.58M 1 5.44% Increased
190
SST
S Squared Technology
New York
$13.3M +$998K 2 7.87% Increased
191
HighTower Advisors
HighTower Advisors
Illinois
$13.1M +$2.05M 5 0.03% Increased
192
Scout Investments
Scout Investments
Missouri
$12.9M -$183K 2 0.26% Reduced
193
Hantz Financial Services
Hantz Financial Services
Michigan
$12.8M +$1.7M 2 0.35% Increased
194
ZCM
Ziegler Capital Management
Illinois
$12.8M -$2.22M 1 0.51% Reduced
195
RB
Rodgers Brothers
Pennsylvania
$12.7M +$18.8K 1 2.45% Increased
196
Primecap Management
Primecap Management
California
$12.5M +$6.36M 2 0.01% Increased
197
OCM
Osterweis Capital Management
California
$12.5M -$66.2K 1 0.85% Reduced
198
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12.4M +$127K 4 0.04% Increased
199
Bank of Montreal
Bank of Montreal
Ontario, Canada
$12.4M -$3.4M 7 0% Reduced
200
Barclays
Barclays
United Kingdom
$12.1M +$2.17M 10 0.01% Increased