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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
TCW Group
TCW Group
California
$44.3M +$14.6M 2 0.37% Increased
77
OMC
Oak Management Corp
Connecticut
$43M $0 1 13.51% Maintained
78
Fred Alger Management
Fred Alger Management
New York
$42.9M -$11.4M 4 0.2% Reduced
79
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$42.7M -$3.34M 2 1.06% Reduced
80
CRCP
Copper Rock Capital Partners
Massachusetts
$42.6M -$1.46M 1 2.75% Reduced
81
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$41.7M +$156K 1 1.51% Increased
82
Lazard Asset Management
Lazard Asset Management
New York
$41.2M -$11.3M 3 0.08% Reduced
83
Polar Capital
Polar Capital
United Kingdom
$40.4M +$38.5M 2 0.54% New
84
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$39.6M +$2.33M 3 0.09% Increased
85
GW&K Investment Management
GW&K Investment Management
Massachusetts
$38.9M -$1.15M 1 0.67% Reduced
86
MC
Maplelane Capital
New York
$38.3M -$29.5M 3 0.7% Reduced
87
Walleye Trading
Walleye Trading
New York
$37.7M +$27.6M 6 0.23% Increased
88
CCI
Columbus Circle Investors
$37.3M +$29.2M 4 0.62% Increased
89
Voloridge Investment Management
Voloridge Investment Management
Florida
$36.4M +$26.9M 4 0.91% Increased
90
SIM
Stelliam Investment Management
New York
$35M -$3.81M 1 1.13% Reduced
91
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$34.6M -$2.99M 2 0.19% Reduced
92
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$34.2M +$24.7M 5 0.16% Increased
93
Artemis Investment Management
Artemis Investment Management
United Kingdom
$33.3M +$31.8M 2 0.81% New
94
ZDA
Zweig-DiMenna Associates
New York
$32.9M +$23.9M 4 2.41% Increased
95
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$31.9M -$4.02M 5 0.07% Reduced
96
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$31.8M -$309K 3 0.28% Reduced
97
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$31.6M +$1.24M 1 2.97% Increased
98
NFA
Nationwide Fund Advisors
Ohio
$30.8M +$1.87M 9 0.12% Increased
99
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$30.6M -$3.68M 8 0.04% Reduced
100
SC
Shellback Capital
Massachusetts
$30.2M +$22.5M 4 2.61% Increased
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