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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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$73.7M +$61.7M 3 0.21% New
227
Alyeska Investment Group
Alyeska Investment Group
Illinois
$72.2M -$132M 2 0.2% Reduced
228
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$70.9M -$2.81M 3 1.02% Reduced
229
H&H International Investment
H&H International Investment
California
$70.5M +$74.2M 1 0.35% Increased
230
STP
Science & Technology Partners
New York
$70.2M +$22.2M 4 18.36% Increased
231
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$69.3M $0 2 1.03% Maintained
232
Creative Planning
Creative Planning
Kansas
$69.2M +$11.7M 8 0.05% Increased
233
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$68.8M +$3.4M 4 0.22% Increased
234
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$68.7M -$32.9M 6 0.27% Reduced
235
MLCM
M & L Capital Management
United Kingdom
$67.1M +$16.7M 3 16.51% Increased
236
SM
Senvest Management
New York
$67.1M -$34.4M 1 2.23% Reduced
237
HVCM
Hel Ved Capital Management
Hong Kong
$67.1M -$36.8M 5 7.95% Reduced
238
DSCM
Divisadero Street Capital Management
Florida
$67M -$13.8M 2 2.8% Reduced
239
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$67M +$28.8M 6 0.47% Increased
240
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$66.8M +$13M 7 0.26% Increased
241
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$66M -$263M 3 0.07% Reduced
242
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$65.9M -$2.66M 8 0.12% Reduced
243
Clal Insurance
Clal Insurance
Israel
$65.9M +$63.3M 1 0.4% New
244
Asset Management One
Asset Management One
Japan
$65.8M +$32.1M 5 0.19% Increased
245
Candriam SCA
Candriam SCA
Luxembourg
$65.7M +$16.7M 4 0.34% Increased
246
Natixis
Natixis
France
$65.5M +$29.4M 4 0.23% Increased
247
Group One Trading
Group One Trading
Illinois
$65.5M +$14M 8 0.13% Increased
248
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$64.1M -$62.4M 1 0.5% Reduced
249
TGCMU
Titan Global Capital Management USA
New York
$63.7M -$530K 3 9.5% Reduced
250
ZDA
Zweig-DiMenna Associates
New York
$63.2M -$40.7M 3 8.75% Reduced