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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
Natixis Advisors
Natixis Advisors
Massachusetts
$33M +$1.96M 5 0.06% Increased
177
Stifel Financial
Stifel Financial
Missouri
$32.6M +$5.39M 7 0.03% Increased
178
CM
Crestline Management
Texas
$32.4M +$7.91M 4 1.08% Increased
179
HVCM
Hel Ved Capital Management
Hong Kong
$32.4M +$30.5M 5 9.49% New
180
CL
CSS LLC
Illinois
$32.4M +$30.6M 3 1.43% Increased
181
Moore Capital Management
Moore Capital Management
New York
$32M +$22.8M 2 0.37% Increased
182
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$31.8M +$30.3M 2 0.01% Increased
183
EI
EAM Investors
California
$31.4M +$13.6M 6 4.45% Increased
184
Amundi
Amundi
France
$31.2M -$2.02M 5 0.01% Reduced
185
FSCM
Front Street Capital Management
Montana
$31M -$160K 3 5.39% Reduced
186
Truist Financial
Truist Financial
North Carolina
$30.7M -$1.29M 5 0.05% Reduced
187
MetLife Investment Management
MetLife Investment Management
New Jersey
$30.5M +$2.64M 9 0.17% Increased
188
Perpetual Ltd
Perpetual Ltd
Australia
$30.4M +$182K 2 0.36% Increased
189
Nissay Asset Management
Nissay Asset Management
Japan
$29.7M -$14.4M 3 0.18% Reduced
190
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.7M -$6.49M 1 0.06% Reduced
191
LI
Leeward Investments
Massachusetts
$29.4M -$2.03M 1 1.46% Reduced
192
Mutual of America Capital Management
Mutual of America Capital Management
New York
$29.2M -$3.28M 5 0.31% Reduced
193
Aquatic Capital Management
Aquatic Capital Management
Illinois
$28.6M +$22.2M 6 0.77% Increased
194
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$28.6M +$24.9M 5 0.41% New
195
Federated Hermes
Federated Hermes
Pennsylvania
$28.5M +$12.7M 6 0.06% Increased
196
SFM
Systematic Financial Management
New Jersey
$28.1M +$11.7K 2 0.72% Increased
197
Engineers Gate Manager
Engineers Gate Manager
New York
$28M +$19.9M 4 0.49% Increased
198
GIP
Granite Investment Partners
California
$27.9M -$555K 1 1.21% Reduced
199
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$27.6M +$20.2M 1 11.98% New
200
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$27.4M -$99 7 0.11% Reduced