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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
326
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$60.2M +$40M 2 1.06% Increased
327
Life Cycle Investment Partners
Life Cycle Investment Partners
$59.8M +$55.9M 4 0.28% New
328
IEQ Capital
IEQ Capital
California
$59.4M +$14.4M 8 0.27% Increased
329
Altshuler Shaham
Altshuler Shaham
Israel
$58.8M +$61.5M 3 0.73% New
330
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$58.4M +$9.74M 8 0.09% Increased
331
IFM Investors
IFM Investors
Australia
$57.7M +$7.66M 4 0.38% Increased
332
Engineers Gate Manager
Engineers Gate Manager
New York
$57.6M -$42.9M 9 0.75% Reduced
333
Amalgamated Bank
Amalgamated Bank
New York
$56.7M +$6.58M 6 0.39% Increased
334
Whittier Trust
Whittier Trust
California
$55.9M +$1.91M 2 0.55% Increased
335
CFM
Catalyst Funds Management
Australia
$55.3M +$27.1M 3 3.1% Increased
336
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$54.7M +$7.05M 9 0.03% Increased
337
GGHC
Gilder Gagnon Howe & Co
New York
$54.7M -$22.9M 3 0.56% Reduced
338
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$54.5M -$26.4M 2 0.2% Reduced
339
GAAM
Grand Alliance Asset Management
Hong Kong
$54.5M -$3.82M 3 32.71% Reduced
340
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$54.4M +$48.3M 5 0.19% Increased
341
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$54.1M -$54M 8 0.41% Reduced
342
US Bancorp
US Bancorp
Minnesota
$53.9M +$19.9M 10 0.06% Increased
343
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.3M +$18.7M 9 0.16% Increased
344
Mutual of America Capital Management
Mutual of America Capital Management
New York
$53.2M +$693K 5 0.52% Increased
345
HighTower Advisors
HighTower Advisors
Illinois
$53.2M -$1.49M 7 0.05% Reduced
346
NPF
Norris Perne & French
Michigan
$53.1M -$45.7M 1 2.27% Reduced
347
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$53.1M -$628K 4 0.26% Reduced
348
MML Investors Services
MML Investors Services
Massachusetts
$52.7M +$17.5M 8 0.11% Increased
349
Vontobel Holding
Vontobel Holding
Switzerland
$52.3M +$6.3M 6 0.17% Increased
350
IGM
Incline Global Management
New York
$51.9M +$16.2M 2 14.55% Increased