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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
201
SHCM
Shelter Haven Capital Management
New Jersey
$13.1M +$14M 1 4.13% New
202
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13M +$528K 5 0.04% Increased
203
Vontobel Holding
Vontobel Holding
Switzerland
$13M +$12.1M 2 0.1% Increased
204
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$12.9M -$4.24M 6 0.03% Reduced
205
BIAS
Beacon Investment Advisory Services
New Jersey
$12.9M -$489K 1 0.56% Reduced
206
WCM Investment Management
WCM Investment Management
California
$12.8M -$627K 1 0.04% Reduced
207
Woodline Partners
Woodline Partners
California
$12.8M -$74.5M 2 0.28% Reduced
208
Allianz Asset Management
Allianz Asset Management
Germany
$12.6M -$344K 2 0.01% Reduced
209
ZCM
Ziegler Capital Management
Illinois
$12.4M -$285K 1 0.39% Reduced
210
HAM
Hillcrest Asset Management
Texas
$12.4M -$64.8K 1 1.44% Reduced
211
FG
Formula Growth
Quebec, Canada
$12.3M -$3.48M 2 1.76% Reduced
212
Masters Capital Management
Masters Capital Management
Georgia
$11.9M -$5.67M 1 0.4% Reduced
213
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.9M +$964K 7 0.05% Increased
214
STRS Ohio
STRS Ohio
Ohio
$11.8M -$1.27M 5 0.04% Reduced
215
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$11.8M -$2.23M 3 0.04% Reduced
216
CAM
ClariVest Asset Management
California
$11.4M +$10.6M 2 0.4% Increased
217
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$11.4M -$450K 2 0.34% Reduced
218
PFM
Premier Fund Managers
United Kingdom
$11.2M +$5.37M 1 0.43% Increased
219
Prudential Financial
Prudential Financial
New Jersey
$11.1M -$49.3K 8 0.02% Reduced
220
WBC
Westpac Banking Corp
Australia
$11.1M +$1.04M 1 0.12% Increased
221
US Bancorp
US Bancorp
Minnesota
$11M -$4.76M 8 0.02% Reduced
222
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$10.8M -$430K 9 0.01% Reduced
223
DA
Duality Advisers
Florida
$10.7M +$10.5M 3 0.93% Increased
224
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.6M -$11.1M 9 0.02% Reduced
225
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$10.5M +$10.3M 1 0.01% New