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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
ACB
Aristotle Capital Boston
Massachusetts
$101M +$2.37M 3 3.11% Increased
52
SM
Senvest Management
New York
$99.5M +$13.5M 1 3.62% Increased
53
D.E. Shaw & Co
D.E. Shaw & Co
New York
$97.6M -$5.24M 6 0.1% Reduced
54
Brown Advisory
Brown Advisory
Maryland
$97M +$8.82M 2 0.16% Increased
55
IAM
Ion Asset Management
Israel
$94.5M -$25.1M 1 9.91% Reduced
56
Clal Insurance
Clal Insurance
Israel
$93M $0 1 1.39% Maintained
57
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$82.5M -$306K 1 0.39% Reduced
58
Folketrygdfondet
Folketrygdfondet
Norway
$82.4M +$637K 1 1.95% Increased
59
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$78.5M -$14.1M 3 1.19% Reduced
60
SEI Investments
SEI Investments
Pennsylvania
$75.1M +$5.2M 7 0.14% Increased
61
Two Sigma Investments
Two Sigma Investments
New York
$72.7M +$26.4M 10 0.21% Increased
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$70.2M +$394K 8 0.09% Increased
63
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$69.9M -$15.2M 3 1.64% Reduced
64
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$68.8M +$34.9M 7 0.66% Increased
65
Deutsche Bank
Deutsche Bank
Germany
$68.7M -$5.14M 9 0.04% Reduced
66
Channing Capital Management
Channing Capital Management
Illinois
$68.4M -$10.5M 2 2.2% Reduced
67
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$67.2M -$3.56M 4 4.45% Reduced
68
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$62.9M +$4.26M 4 0.27% Increased
69
Natixis Advisors
Natixis Advisors
Massachusetts
$62.8M +$1.88M 6 0.22% Increased
70
GF
Greenhouse Funds
Maryland
$62.5M +$4.08M 1 5.23% Increased
71
Pinnacle Associates
Pinnacle Associates
New York
$59.8M -$2.8M 3 1.22% Reduced
72
GW&K Investment Management
GW&K Investment Management
Massachusetts
$58.7M -$14.2M 1 0.57% Reduced
73
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$58M -$48.4M 1 0.08% Reduced
74
Penserra Capital Management
Penserra Capital Management
California
$57.7M -$4.41M 7 1.2% Reduced
75
DCM
Divisar Capital Management
California
$56.4M +$7.87M 3 12.98% Increased