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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
Millennium Management
Millennium Management
New York
$34.8M -$6.4M 8 0.06% Reduced
77
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$34.6M +$8.37M 1 0.73% Increased
78
Lazard Asset Management
Lazard Asset Management
New York
$33.7M -$5.68M 2 0.07% Reduced
79
D.E. Shaw & Co
D.E. Shaw & Co
New York
$32.1M -$12.3M 7 0.06% Reduced
80
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$31.9M -$9.93M 3 0.12% Reduced
81
CRCP
Copper Rock Capital Partners
Massachusetts
$31.6M -$14M 1 2.05% Reduced
82
Two Sigma Advisers
Two Sigma Advisers
New York
$31.3M +$2.67M 5 0.13% Increased
83
Federated Hermes
Federated Hermes
Pennsylvania
$30.7M -$1.45M 5 0.09% Reduced
84
Frontier Capital Management
Frontier Capital Management
Massachusetts
$29.5M +$10.8M 2 0.24% Increased
85
American Century Companies
American Century Companies
Missouri
$29.5M -$14.4M 3 0.03% Reduced
86
AIC
AWM Investment Company
New York
$28.7M -$3.67M 1 5.25% Reduced
87
WC
Weatherbie Capital
Massachusetts
$26.6M -$2.36M 1 3.34% Reduced
88
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$26.6M -$2.68M 4 0.09% Reduced
89
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$26.1M -$6.13M 1 0.34% Reduced
90
Eagle Asset Management
Eagle Asset Management
Florida
$25.7M +$8.62M 1 0.17% Increased
91
California Public Employees Retirement System
California Public Employees Retirement System
California
$25.5M -$1.16M 8 0.04% Reduced
92
Wells Fargo
Wells Fargo
California
$25.2M -$39.6M 9 0.01% Reduced
93
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$23.9M -$10.1M 8 0.03% Reduced
94
Two Sigma Investments
Two Sigma Investments
New York
$23.8M -$16.5M 5 0.09% Reduced
95
BlackRock Group
BlackRock Group
United Kingdom
$23.2M -$302K 8 0.01% Reduced
96
1832 Asset Management
1832 Asset Management
Ontario, Canada
$23.1M +$18.7M 2 0.09% Increased
97
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$23M +$22M 1 0.6% New
98
TCM
Trafelet Capital Management
New York
$22.8M +$2.33M 1 17.27% Increased
99
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$22.5M +$188K 8 0.05% Increased
100
Glenmede Trust
Glenmede Trust
Pennsylvania
$22.2M -$2.52M 6 0.13% Reduced