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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
MPMG
Minneapolis Portfolio Management Group
Minnesota
$37.7M -$215K 1 4.33% Reduced
202
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$37.5M -$15.8M 2 0.71% Reduced
203
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$36.9M -$769K 2 0.47% Reduced
204
Rakuten Investment Management
Rakuten Investment Management
Japan
$36.8M +$13.4M 2 0.13% New
205
PEAK6
PEAK6
Illinois
$36.3M -$1.22M 5 0.05% Reduced
206
Man Group
Man Group
United Kingdom
$36.2M +$16M 5 0.06% Increased
207
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$36M +$576K 1 0.52% Increased
208
Prudential Financial
Prudential Financial
New Jersey
$35.5M +$6.89M 6 0.04% Increased
209
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$35.3M -$982K 1 0.11% Reduced
210
ACM
Ariose Capital Management
Hong Kong
$35.3M +$30.1M 2 11.84% New
211
NPF
Norris Perne & French
Michigan
$35.3M -$568K 1 2.44% Reduced
212
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$35.2M +$5.3M 2 0.47% Increased
213
PCM
Portolan Capital Management
Massachusetts
$35.1M +$17.5M 3 1.9% Increased
214
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$35M +$29.4M 1 0.47% New
215
SCM
SG Capital Management
Illinois
$34.8M -$19.9M 1 3.11% Reduced
216
Fred Alger Management
Fred Alger Management
New York
$34.7M -$47.7M 2 0.14% Reduced
217
Aquatic Capital Management
Aquatic Capital Management
Illinois
$34.1M -$29.7M 3 0.63% Reduced
218
BL
BWCP LP
Texas
$33.4M +$4.55M 1 5.79% Increased
219
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$33.4M -$1.13M 3 0.44% Reduced
220
Osaic Holdings
Osaic Holdings
Arizona
$32.7M +$11.2M 10 0.05% Increased
221
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$32.5M -$3.79M 3 0.42% Reduced
222
IAM
Ion Asset Management
Israel
$32.2M -$105M 2 3.53% Reduced
223
SFM
Systematic Financial Management
New Jersey
$32.1M -$2.44M 2 0.78% Reduced
224
Becker Capital Management
Becker Capital Management
Oregon
$31.8M -$499K 1 0.93% Reduced
225
Allspring Global Investments
Allspring Global Investments
North Carolina
$31.6M -$4.01M 3 0.05% Reduced