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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
DZ Bank
DZ Bank
Germany
$11.5M +$2.38M 2 0.02% Increased
202
TC
TwinBeech Capital
New York
$11.2M +$1.8M 2 0.21% Increased
203
STRS Ohio
STRS Ohio
Ohio
$11.2M -$4.17M 5 0.05% Reduced
204
Yousif Capital Management
Yousif Capital Management
Michigan
$11.2M -$152K 6 0.15% Reduced
205
OCM
Osterweis Capital Management
California
$11.2M +$1.21M 1 0.81% Increased
206
Granahan Investment Management
Granahan Investment Management
Massachusetts
$10.9M +$2.11M 1 0.33% Increased
207
Hantz Financial Services
Hantz Financial Services
Michigan
$10.8M +$762K 2 0.33% Increased
208
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.7M -$18.4M 5 0.11% Reduced
209
Barclays
Barclays
United Kingdom
$10.5M -$2.99M 10 0% Reduced
210
HighTower Advisors
HighTower Advisors
Illinois
$10.4M +$253K 5 0.02% Increased
211
Russell Investments Group
Russell Investments Group
United Kingdom
$10.3M -$8.51M 8 0.02% Reduced
212
TCMG
TSP Capital Management Group
New Jersey
$10.3M +$10.2M 1 3.85% New
213
LAM
Lapides Asset Management
Connecticut
$10.2M +$276K 2 5.43% Increased
214
US Bancorp
US Bancorp
Minnesota
$10.1M -$1.03M 8 0.02% Reduced
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.1M +$1.32M 5 0.08% Increased
216
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.1M -$1.41M 4 0.04% Reduced
217
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.97M -$2.66M 2 0.05% Reduced
218
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$9.68M +$9.59M 1 0.04% New
219
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$9.45M -$156K 3 0.14% Reduced
220
First Eagle Investment Management
First Eagle Investment Management
New York
$9.44M +$5.07M 4 0.03% Increased
221
Vident Investment Advisory
Vident Investment Advisory
Georgia
$9.35M +$918K 7 0.35% Increased
222
HIM
Herald Investment Management
United Kingdom
$9.29M -$682K 2 2.28% Reduced
223
FHCM
Force Hill Capital Management
New York
$9.24M +$2.84M 2 3.58% Increased
224
SG Americas Securities
SG Americas Securities
New York
$9.12M +$6.96M 9 0.11% Increased
225
LSV Asset Management
LSV Asset Management
Illinois
$8.83M -$1.91M 2 0.02% Reduced