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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
NCGI
Next Century Growth Investors
Minnesota
$19.2M -$9.18M 2 1.66% Reduced
177
DnB Asset Management
DnB Asset Management
Norway
$18.9M +$2.34M 1 0.1% Increased
178
Oberweis Asset Management
Oberweis Asset Management
Illinois
$18.6M +$6.03M 2 1.35% Increased
179
SFM
Systematic Financial Management
New Jersey
$18.5M +$1.06M 2 0.52% Increased
180
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$18.2M +$2.62M 5 0.06% Increased
181
WCM Investment Management
WCM Investment Management
California
$18M -$300K 1 0.04% Reduced
182
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$18M -$11.1M 3 0.08% Reduced
183
MetLife Investment Management
MetLife Investment Management
New Jersey
$18M -$402K 8 0.12% Reduced
184
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$17.7M -$98.5K 8 0.04% Reduced
185
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$17.6M -$1.3M 3 0.5% Reduced
186
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$17.4M +$16.1M 1 0.15% New
187
LI
Leeward Investments
Massachusetts
$16.9M -$154K 1 0.75% Reduced
188
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$16.9M +$4.01M 6 0.06% Increased
189
Verition Fund Management
Verition Fund Management
Connecticut
$16.7M +$12.6M 7 0.11% Increased
190
ZCM
Ziegler Capital Management
Illinois
$16.7M +$9.25M 2 0.64% Increased
191
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$16.6M +$6.75M 5 0.09% Increased
192
Lazard Asset Management
Lazard Asset Management
New York
$16.5M -$18.5M 4 0.02% Reduced
193
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$16.5M +$684K 2 0.3% Increased
194
GIP
Granite Investment Partners
California
$16.2M +$11.7M 1 0.62% Increased
195
Boothbay Fund Management
Boothbay Fund Management
New York
$16.1M +$4.94M 7 0.31% Increased
196
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$16M -$19.1M 3 0.1% Reduced
197
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$15.6M +$3.54M 3 0.02% Increased
198
VCM
Valiant Capital Management
California
$14.8M +$14.6M 1 0.94% New
199
Amalgamated Bank
Amalgamated Bank
New York
$14.5M -$1.99M 8 0.12% Reduced
200
TD Asset Management
TD Asset Management
Ontario, Canada
$14.2M +$11.1M 2 0.01% Increased