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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
CBOA
Commonwealth Bank of Australia
Australia
$20.8M +$1.94M 2 0.14% Increased
77
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$20.8M +$10.3M 4 0.03% Increased
78
Silvercrest Asset Management
Silvercrest Asset Management
New York
$20.5M +$3.81M 1 0.34% Increased
79
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$19.9M -$1.36M 6 0.05% Reduced
80
California Public Employees Retirement System
California Public Employees Retirement System
California
$19.5M +$4.88M 6 0.03% Increased
81
Fidelity International
Fidelity International
Bermuda
$19M +$5.28M 2 0.08% Increased
82
Calamos Advisors
Calamos Advisors
Illinois
$18.9M +$679K 3 0.12% Increased
83
Millennium Management
Millennium Management
New York
$18.1M -$28.9M 3 0.06% Reduced
84
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.2M +$6.7M 6 0.01% Increased
85
Apex Capital Management
Apex Capital Management
Ohio
$17.2M +$17.1M 1 0.64% New
86
Sit Investment Associates
Sit Investment Associates
Minnesota
$16.9M +$1.46M 1 0.3% Increased
87
Soros Fund Management
Soros Fund Management
New York
$16.8M +$14M 1 0.14% Increased
88
D.E. Shaw & Co
D.E. Shaw & Co
New York
$16.5M -$11.3M 7 0.02% Reduced
89
Principal Financial Group
Principal Financial Group
Iowa
$16.4M +$447K 4 0.03% Increased
90
Invesco
Invesco
Georgia
$16.4M -$8.57M 6 0.01% Reduced
91
Capital Research Global Investors
Capital Research Global Investors
California
$15.9M $0 1 0.01% Maintained
92
Polar Capital
Polar Capital
United Kingdom
$15.6M +$5.35M 1 0.37% Increased
93
Primecap Management
Primecap Management
California
$15.5M -$92.9K 1 0.02% Reduced
94
Spot Trading
Spot Trading
Illinois
$15.1M +$11M 2 0.08% Increased
95
NFA
Nationwide Fund Advisors
Ohio
$15M -$434K 8 0.06% Reduced
96
William Blair & Company
William Blair & Company
Illinois
$14.9M +$1.92M 3 0.02% Increased
97
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$14.9M +$13.3M 2 0.06% Increased
98
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$14.8M -$789K 1 0.33% Reduced
99
ACMM
Arbor Capital Management (Minnesota)
Minnesota
$14.8M -$1.12M 1 1.23% Reduced
100
Two Sigma Investments
Two Sigma Investments
New York
$14.6M -$7.4M 2 0.08% Reduced