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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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$60.8M -$21.2M 2 0.73% Reduced
202
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$60.6M +$2.39M 2 0.79% Increased
203
ARAM
Ardmore Road Asset Management
New York
$60.5M -$2.54M 2 4.59% Reduced
204
Candriam SCA
Candriam SCA
Luxembourg
$59.9M -$12.6M 3 0.3% Reduced
205
Royce & Associates
Royce & Associates
New York
$59.5M -$31.8M 3 0.6% Reduced
206
Congress Asset Management
Congress Asset Management
Massachusetts
$59.5M -$1.02M 1 0.42% Reduced
207
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$59.3M +$26.2M 1 2.74% Increased
208
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$58.6M -$24.7M 5 0.16% Reduced
209
DCM
Divisar Capital Management
California
$58M -$32M 2 16.3% Reduced
210
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$58M +$15.8M 5 0.13% Increased
211
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$58M -$5.36M 5 0.19% Reduced
212
PEAK6
PEAK6
Illinois
$57.4M -$8.1M 2 0.11% Reduced
213
NPF
Norris Perne & French
Michigan
$57.3M -$2.53M 1 3.78% Reduced
214
Algert Global
Algert Global
California
$57.2M -$15.3M 6 0.89% Reduced
215
SCM
Spyglass Capital Management
California
$56M +$59.8M 1 2.8% New
216
PHC
Panoramic Hills Capital
$55.4M +$38.6M 1 9.98% New
217
Kennedy Capital Management
Kennedy Capital Management
Missouri
$55M +$12.7M 3 1.16% Increased
218
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$54.3M -$7.66M 1 0.61% Reduced
219
Mutual of America Capital Management
Mutual of America Capital Management
New York
$53M -$3.48M 5 0.56% Reduced
220
Lazard Asset Management
Lazard Asset Management
New York
$52.8M -$35.7M 8 0.09% Reduced
221
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$52.8M +$14.9M 5 0.1% Increased
222
SRFM
Shannon River Fund Management
New York
$52.6M +$21.5M 2 8.25% Increased
223
ACB
Aristotle Capital Boston
Massachusetts
$52.5M -$14.4M 2 2.88% Reduced
224
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$51.9M +$31.8M 4 0.08% Increased
225
Voloridge Investment Management
Voloridge Investment Management
Florida
$51.6M -$143M 3 0.18% Reduced