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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
301
Pathstone Holdings
Pathstone Holdings
New Jersey
$69.1M -$107K 7 0.2% Reduced
302
Caxton Associates (UK)
Caxton Associates (UK)
$68.8M +$59.9M 7 1.29% Increased
303
NEOS Investment Management
NEOS Investment Management
Connecticut
$68.6M +$40.6M 3 0.25% Increased
304
Xponance
Xponance
Pennsylvania
$67.5M +$19.8M 8 0.41% Increased
305
Pzena Investment Management
Pzena Investment Management
New York
$66.5M -$752M 1 0.2% Reduced
306
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$66.2M -$21.1M 4 0.43% Reduced
307
TGCMU
Titan Global Capital Management USA
New York
$66M -$15.9M 5 8.36% Reduced
308
TCM
Thames Capital Management
New Jersey
$65.9M +$19.9M 4 5.42% Increased
309
Daiwa Securities Group
Daiwa Securities Group
Japan
$65.3M +$22.1M 6 0.13% Increased
310
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$65.2M +$6.73M 7 0.18% Increased
311
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$65.1M -$65.8M 5 0.67% Reduced
312
SM
Senvest Management
New York
$64M -$21.7M 1 1.88% Reduced
313
TCP
ThornTree Capital Partners
Massachusetts
$63.9M $0 1 8.74% Maintained
314
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$63.4M +$12M 6 0.14% Increased
315
ECP
Elemental Capital Partners
California
$63.4M -$85K 1 13.31% Reduced
316
Vinva Investment Management
Vinva Investment Management
Australia
$62.4M +$47M 4 0.41% Increased
317
US
UNICOM Systems
Nevada
$62.4M +$33M 4 4.07% Increased
318
ARGA Investment Management
ARGA Investment Management
Connecticut
$62.4M -$202M 1 1.59% Reduced
319
Becker Capital Management
Becker Capital Management
Oregon
$62.3M -$7.47M 1 1.68% Reduced
320
Mercer Global Advisors
Mercer Global Advisors
Colorado
$62.3M +$6.46M 10 0.08% Increased
321
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$61.7M +$53.7M 7 0.37% Increased
322
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$61.6M +$26.4M 8 0.46% Increased
323
Mediolanum International Funds
Mediolanum International Funds
Ireland
$60.8M +$14.1M 4 0.52% Increased
324
Czech National Bank
Czech National Bank
Czech Republic
$60.7M +$5.01M 3 0.33% Increased
325
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$60.6M -$17.9M 4 0.18% Reduced