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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
Renaissance Technologies
Renaissance Technologies
New York
$107M +$2.45M 7 0.14% Increased
52
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$104M -$541K 4 5.36% Reduced
53
Pinnacle Associates
Pinnacle Associates
New York
$97.7M -$4.55M 3 1.8% Reduced
54
ACB
Aristotle Capital Boston
Massachusetts
$97.4M +$3.77M 3 2.29% Increased
55
Atreides Management
Atreides Management
Massachusetts
$91.4M -$149K 1 2.16% Reduced
56
Principal Financial Group
Principal Financial Group
Iowa
$89.4M -$1.95M 7 0.06% Reduced
57
Westfield Capital Management
Westfield Capital Management
Massachusetts
$89.3M +$5.02M 1 0.54% Increased
58
Penserra Capital Management
Penserra Capital Management
California
$88.3M +$1.78M 9 1.83% Increased
59
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$87.4M +$5.65M 8 0.05% Increased
60
SIS
Susquehanna International Securities
Ireland
$84.4M -$24.8M 1 70.36% Reduced
61
ValueAct Holdings
ValueAct Holdings
California
$83.5M +$2.76M 1 0.97% Increased
62
Lazard Asset Management
Lazard Asset Management
New York
$82.4M +$29.6M 3 0.09% Increased
63
Clal Insurance
Clal Insurance
Israel
$82.2M $0 1 0.94% Maintained
64
Alyeska Investment Group
Alyeska Investment Group
Illinois
$81.2M +$12.6M 1 1% Increased
65
Jennison Associates
Jennison Associates
New York
$78.9M +$21.3M 2 0.05% Increased
66
IAM
Ion Asset Management
Israel
$77.8M +$4.39M 1 10.64% Increased
67
Axa
Axa
France
$75.9M -$4.06M 2 0.21% Reduced
68
Brown Advisory
Brown Advisory
Maryland
$74.8M +$7.48M 2 0.11% Increased
69
Fisher Asset Management
Fisher Asset Management
Washington
$73.1M +$1.38M 3 0.05% Increased
70
Rockefeller Capital Management
Rockefeller Capital Management
New York
$70.7M +$14.7M 7 0.37% Increased
71
SM
Senvest Management
New York
$70.3M +$8.24M 1 2.01% Increased
72
PIM
Platinum Investment Management
Australia
$69.4M +$1.58M 1 1.96% Increased
73
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$69.2M -$515K 7 0.14% Reduced
74
Acadian Asset Management
Acadian Asset Management
Massachusetts
$68.5M -$5.75M 3 0.26% Reduced
75
Point72 Asset Management
Point72 Asset Management
Connecticut
$68.3M +$51.8M 2 0.3% Increased
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