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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
226
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$31.5M +$3.94M 7 0.25% Increased
227
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$31M -$7.82M 6 0.32% Reduced
228
ARAM
Ardmore Road Asset Management
New York
$30.7M +$23.7M 2 1.99% New
229
Canada Life
Canada Life
Manitoba, Canada
$30.6M +$750K 4 0.04% Increased
230
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$30.1M +$1.7M 6 0.05% Increased
231
DnB Asset Management
DnB Asset Management
Norway
$30M +$2.9M 4 0.11% Increased
232
SI
Sora Investors
Pennsylvania
$29.8M -$25.8M 1 2.75% Reduced
233
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$29.6M +$14M 4 0.14% Increased
234
TGCMU
Titan Global Capital Management USA
New York
$29.4M -$1.06M 1 4.33% Reduced
235
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$29.3M -$65.1M 3 0.05% Reduced
236
Needham Investment Management
Needham Investment Management
New York
$28.8M +$463K 2 2.01% Increased
237
AAP
Ardsley Advisory Partners
Connecticut
$28.8M +$5.56M 4 3.56% Increased
238
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$28.8M -$8.18M 2 0.87% Reduced
239
Sterling Capital Management
Sterling Capital Management
North Carolina
$28.7M -$10.2M 8 0.42% Reduced
240
Jain Global
Jain Global
New York
$28.2M -$27.3M 6 0.13% Reduced
241
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$28.1M +$813K 5 0.1% Increased
242
Creative Planning
Creative Planning
Kansas
$27.7M -$6.99M 9 0.02% Reduced
243
PTC
Philadelphia Trust Company
Pennsylvania
$27.6M -$679K 3 1.94% Reduced
244
GAAM
Grand Alliance Asset Management
Hong Kong
$27.4M +$9.21M 1 16.93% Increased
245
Twin Tree Management
Twin Tree Management
Texas
$27.1M -$24.1M 4 0.11% Reduced
246
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$27M -$4.99M 1 0.15% Reduced
247
1SAMC
12th Street Asset Management Company
Tennessee
$26.9M -$19.7M 1 4.56% Reduced
248
DSCM
Divisadero Street Capital Management
Florida
$26.8M +$12M 2 1.17% Increased
249
Kennedy Capital Management
Kennedy Capital Management
Missouri
$26.8M +$269K 2 0.59% Increased
250
Amalgamated Bank
Amalgamated Bank
New York
$26.8M +$230K 7 0.19% Increased