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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
51
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$69.1M +$1.55M 4 0.29% Increased
52
Charles Schwab
Charles Schwab
California
$67.2M +$8.15M 8 0.07% Increased
53
Deutsche Bank
Deutsche Bank
Germany
$66.1M -$3.91M 9 0.05% Reduced
54
MC
Maplelane Capital
New York
$65.5M +$66.6M 5 1.74% Increased
55
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65M +$6.08M 9 0.04% Increased
56
Wells Fargo
Wells Fargo
California
$64.3M +$9.4M 9 0.02% Increased
57
Royce & Associates
Royce & Associates
New York
$63.8M -$11.3M 7 0.42% Reduced
58
Kennedy Capital Management
Kennedy Capital Management
Missouri
$63.6M -$13.8M 4 1.11% Reduced
59
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$63.3M +$36.3M 5 0.27% Increased
60
Brandes Investment Partners
Brandes Investment Partners
California
$62.2M +$3.61M 1 0.92% Increased
61
Fisher Asset Management
Fisher Asset Management
Washington
$62.1M +$55.3M 4 0.1% Increased
62
Millennium Management
Millennium Management
New York
$60.8M -$33.8M 7 0.11% Reduced
63
Frontier Capital Management
Frontier Capital Management
Massachusetts
$60.6M +$8.25M 2 0.45% Increased
64
QAM
Quentec Asset Management
New York
$55.6M -$7.92M 2 6.19% Reduced
65
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$55M +$45.5M 1 0.93% New
66
Brown Advisory
Brown Advisory
Maryland
$54.2M +$3.15M 2 0.18% Increased
67
OMC
Oak Management Corp
Connecticut
$50.2M $0 1 15.97% Maintained
68
TimesSquare Capital Management
TimesSquare Capital Management
New York
$49.4M -$2.01M 1 0.32% Reduced
69
Eagle Asset Management
Eagle Asset Management
Florida
$49.2M +$15.2M 2 0.31% Increased
70
GCP
Garelick Capital Partners
Massachusetts
$48.9M +$45.2M 3 10.93% New
71
Macquarie Group
Macquarie Group
Australia
$47.5M +$16.2M 4 0.09% Increased
72
Fred Alger Management
Fred Alger Management
New York
$47.4M +$46M 2 0.24% New
73
Lazard Asset Management
Lazard Asset Management
New York
$47.2M +$8.79M 3 0.09% Increased
74
Citadel Advisors
Citadel Advisors
Florida
$43.3M -$80.6M 7 0.04% Reduced
75
1832 Asset Management
1832 Asset Management
Ontario, Canada
$43.2M +$27.8M 2 0.15% Increased
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