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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
IAM
Ion Asset Management
Israel
$114M +$20.9M 1 13.99% Increased
52
Capital Research Global Investors
Capital Research Global Investors
California
$113M $0 1 0.03% Maintained
53
Atreides Management
Atreides Management
Massachusetts
$112M +$66.9M 1 2% Increased
54
Pinnacle Associates
Pinnacle Associates
New York
$111M +$3.26M 2 2.01% Increased
55
Folketrygdfondet
Folketrygdfondet
Norway
$107M +$36.2M 1 3.18% Increased
56
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$107M +$20.2M 6 0.73% Increased
57
UBS Group
UBS Group
Switzerland
$106M -$1.51M 9 0.03% Reduced
58
SIS
Susquehanna International Securities
Ireland
$105M -$56.1M 1 90.13% Reduced
59
Principal Financial Group
Principal Financial Group
Iowa
$99.7M -$8.04M 7 0.06% Reduced
60
ACB
Aristotle Capital Boston
Massachusetts
$97.1M -$4.59M 3 2.22% Reduced
61
LSV Asset Management
LSV Asset Management
Illinois
$93.7M -$5.78M 1 0.16% Reduced
62
Penserra Capital Management
Penserra Capital Management
California
$91.5M -$16.5M 9 1.66% Reduced
63
Clal Insurance
Clal Insurance
Israel
$91M $0 1 1.04% Maintained
64
Natixis
Natixis
France
$89.7M -$8.86M 3 0.39% Reduced
65
Wells Fargo
Wells Fargo
California
$89.6M -$11M 10 0.02% Reduced
66
Eagle Asset Management
Eagle Asset Management
Florida
$88.1M -$28.7M 2 0.38% Reduced
67
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$85.8M +$7.29M 9 0.05% Increased
68
Brown Advisory
Brown Advisory
Maryland
$83.3M +$17.4M 1 0.13% Increased
69
Westfield Capital Management
Westfield Capital Management
Massachusetts
$82.8M -$4.14M 1 0.5% Reduced
70
Axa
Axa
France
$81.5M +$2.73M 2 0.23% Increased
71
Acadian Asset Management
Acadian Asset Management
Massachusetts
$81M -$3.83M 3 0.3% Reduced
72
ValueAct Holdings
ValueAct Holdings
California
$79.3M +$81.3M 1 0.88% New
73
Alyeska Investment Group
Alyeska Investment Group
Illinois
$75.7M +$75.7M 3 0.87% Increased
74
PIM
Platinum Investment Management
Australia
$75.3M +$32.9M 1 1.74% Increased
75
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$72.7M -$1.44M 7 0.15% Reduced