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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
Stifel Financial
Stifel Financial
Missouri
$11.5M -$2.48M 7 0.02% Reduced
202
HP
Harvey Partners
New York
$11.5M $0 1 1.41% Maintained
203
SFM
Systematic Financial Management
New Jersey
$11.5M +$1.07M 2 0.36% Increased
204
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$11.3M +$2.01M 5 0.05% Increased
205
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$11.2M $0 2 0.04% Maintained
206
Yousif Capital Management
Yousif Capital Management
Michigan
$11M -$309K 6 0.13% Reduced
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.9M +$701K 5 0.09% Increased
208
HPCM
Hunter Perkins Capital Management
Illinois
$10.8M +$7.88M 1 2.31% Increased
209
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.7M +$1.87M 5 0.01% Increased
210
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$10.7M -$12.1M 4 0.07% Reduced
211
Boston Partners
Boston Partners
Massachusetts
$10.6M -$876K 1 0.01% Reduced
212
PTC
Philadelphia Trust Company
Pennsylvania
$10.5M +$211K 2 1% Increased
213
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$10.3M +$9.72M 1 0.24% New
214
JGUA
John G. Ullman & Associates
New York
$10.3M +$232K 4 1.59% Increased
215
GGHC
Gilder Gagnon Howe & Co
New York
$10M -$6.09M 2 0.14% Reduced
216
TAM
Trikon Asset Management
Hong Kong
$9.99M +$7.28M 1 45.06% New
217
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.85M -$1.61M 7 0% Reduced
218
KAM
Kopion Asset Management
Texas
$9.72M -$606K 1 8.23% Reduced
219
Man Group
Man Group
United Kingdom
$9.69M +$9.05M 4 0.03% New
220
ING Group
ING Group
Netherlands
$9.62M +$7.97M 2 0.07% New
221
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.59M +$540K 4 0.04% Increased
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.53M -$3.46M 1 0.04% Reduced
223
SC
Skylands Capital
Wisconsin
$9.49M +$888K 1 1.36% Increased
224
TCM
Tegean Capital Management
New York
$9.39M +$2.82M 3 12.02% Increased
225
TCMG
TSP Capital Management Group
New Jersey
$9.32M +$119K 1 3.36% Increased