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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
BCA
Bernzott Capital Advisors
California
$12M -$10.2M 1 2.49% Reduced
202
DZ Bank
DZ Bank
Germany
$11.6M -$259K 2 0.02% Reduced
203
Yousif Capital Management
Yousif Capital Management
Michigan
$11.5M -$145K 6 0.15% Reduced
204
TC
TwinBeech Capital
New York
$11.5M +$915K 4 0.23% Increased
205
Oberweis Asset Management
Oberweis Asset Management
Illinois
$11.4M +$2.54M 3 1.77% Increased
206
Granahan Investment Management
Granahan Investment Management
Massachusetts
$11.4M +$151K 1 0.35% Increased
207
STRS Ohio
STRS Ohio
Ohio
$11.1M -$251K 4 0.05% Reduced
208
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$11M -$2.43M 5 0.02% Reduced
209
TCMG
TSP Capital Management Group
New Jersey
$10.9M -$9.43K 1 3.92% Reduced
210
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$10.8M +$2.36M 5 0.02% Increased
211
NCGI
Next Century Growth Investors
Minnesota
$10.7M -$9.61M 1 1.18% Reduced
212
SI
Sora Investors
Pennsylvania
$10.5M -$4.99M 1 2.9% Reduced
213
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$10.4M -$70.2K 1 0.04% Reduced
214
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.4M +$32.1K 5 0.09% Increased
215
SIS
Susquehanna International Securities
Ireland
$10.3M -$36.4M 1 6.34% Reduced
216
Russell Investments Group
Russell Investments Group
United Kingdom
$10.3M -$322K 8 0.02% Reduced
217
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.1M -$1.16M 5 0.1% Reduced
218
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$9.97M +$7.3M 4 0.15% Increased
219
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.81M -$290K 4 0.04% Reduced
220
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.73M +$9.61M 2 0.05% New
221
US Bancorp
US Bancorp
Minnesota
$9.63M -$925K 8 0.02% Reduced
222
ZDA
Zweig-DiMenna Associates
New York
$9.29M +$6.56M 2 1.26% Increased
223
TIM
Thompson Investment Management
Wisconsin
$9.27M +$120K 2 1.57% Increased
224
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$9.27M -$3.21M 5 0.04% Reduced
225
JGUA
John G. Ullman & Associates
New York
$9.22M +$2.66M 4 1.43% Increased