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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
76
Dorsal Capital Management
Dorsal Capital Management
California
$15.5M +$13.3M 1 2.41% New
77
Perkins Investment Management
Perkins Investment Management
Illinois
$14.8M +$15M 1 0.1% New
78
ECM
Empire Capital Management
Connecticut
$14.8M +$12.7M 1 1.78% New
79
EGM
Espalier Global Management
New York
$14.2M +$12.4M 2 1% New
80
Principal Financial Group
Principal Financial Group
Iowa
$13.6M +$12.5M 4 0.03% New
81
ACM
Atlanta Capital Management
Georgia
$13.5M +$13.6M 1 0.1% New
82
Millennium Management
Millennium Management
New York
$13.3M +$11.6M 4 0.04% New
83
Guggenheim Capital
Guggenheim Capital
Illinois
$13.3M +$11.4M 4 0.06% New
84
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$13M +$11.2M 5 0.12% New
85
Primecap Management
Primecap Management
California
$12.9M +$11M 1 0.02% New
86
Sit Investment Associates
Sit Investment Associates
Minnesota
$12.8M +$11M 1 0.26% New
87
GW&K Investment Management
GW&K Investment Management
Massachusetts
$12.8M +$12.9M 1 0.47% New
88
RB
Rodgers Brothers
Pennsylvania
$12.6M +$12.7M 1 7.5% New
89
AIS
AlphaOne Investment Services
Pennsylvania
$12.4M +$10.9M 2 3.35% New
90
Silvercrest Asset Management
Silvercrest Asset Management
New York
$12M +$11.5M 1 0.25% New
91
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$11.8M +$10.6M 3 0.02% New
92
Two Sigma Investments
Two Sigma Investments
New York
$11.7M +$10.2M 4 0.08% New
93
William Blair & Company
William Blair & Company
Illinois
$11.7M +$10.5M 2 0.02% New
94
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$11.4M +$10.2M 6 0.04% New
95
California Public Employees Retirement System
California Public Employees Retirement System
California
$11.1M +$9.88M 6 0.02% New
96
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$10.7M +$10.3M 1 0.03% New
97
NFA
Nationwide Fund Advisors
Ohio
$10.3M +$9.05M 6 0.05% New
98
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$10.2M +$8.98M 6 0.03% New
99
SAM
Sentinel Asset Management
Vermont
$9.92M +$10M 2 0.21% New
100
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
$9.88M +$7.3M 1 1.33% New
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