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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
Optiver Holding
Optiver Holding
Netherlands
$124M -$230M 2 0.12% Reduced
52
Citadel Advisors
Citadel Advisors
Florida
$120M -$85M 13 0.02% Reduced
53
Channing Capital Management
Channing Capital Management
Illinois
$118M -$3.24M 3 3.48% Reduced
54
Principal Financial Group
Principal Financial Group
Iowa
$112M +$9.52M 7 0.07% Increased
55
Pinnacle Associates
Pinnacle Associates
New York
$110M -$5.02M 3 1.94% Reduced
56
Capital World Investors
Capital World Investors
California
$109M +$117M 1 0.02% New
57
Robeco Schweiz
Robeco Schweiz
Switzerland
$107M $0 2 1.5% Maintained
58
ST
SAL Trading
Pennsylvania
$107M -$26.9M 1 24.8% Reduced
59
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$105M +$1.76M 8 0.06% Increased
60
Clal Insurance
Clal Insurance
Israel
$97M $0 1 1.02% Maintained
61
Axa
Axa
France
$93.5M +$5.2M 2 0.27% Increased
62
ACB
Aristotle Capital Boston
Massachusetts
$92.9M +$1.87M 3 2.35% Increased
63
Rockefeller Capital Management
Rockefeller Capital Management
New York
$84.9M -$919K 7 0.41% Reduced
64
Penserra Capital Management
Penserra Capital Management
California
$84.3M -$6.58M 8 2% Reduced
65
Brown Advisory
Brown Advisory
Maryland
$80M +$2.86M 2 0.12% Increased
66
Eagle Asset Management
Eagle Asset Management
Florida
$80M -$13.4M 3 0.41% Reduced
67
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$78.3M +$75.6M 2 0.21% New
68
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$78M +$8.54M 9 0.08% Increased
69
PIM
Platinum Investment Management
Australia
$76M -$6.42M 1 2.33% Reduced
70
Natixis Advisors
Natixis Advisors
Massachusetts
$75.7M +$4.34M 5 0.29% Increased
71
NGM
North Growth Management
British Columbia, Canada
$75.1M +$365K 3 13.87% Increased
72
Point72 Asset Management
Point72 Asset Management
Connecticut
$74.9M -$55M 4 0.3% Reduced
73
Fisher Asset Management
Fisher Asset Management
Washington
$74.8M -$279K 1 0.04% Reduced
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$74.5M -$347K 7 0.1% Reduced
75
Citigroup
Citigroup
New York
$74M +$44.8M 13 0.04% Increased