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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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$37.6M +$16.3M 8 0.05% Increased
77
Jennison Associates
Jennison Associates
New York
$37.5M -$61.7M 2 0.04% Reduced
78
Alyeska Investment Group
Alyeska Investment Group
Illinois
$37.1M +$17.8M 2 0.3% Increased
79
OMC
Oak Management Corp
Connecticut
$36.7M $0 1 13.1% Maintained
80
Calamos Advisors
Calamos Advisors
Illinois
$36.5M +$5.87M 2 0.19% Increased
81
Hood River Capital Management
Hood River Capital Management
Florida
$35M -$5.98M 1 2.02% Reduced
82
Point72 Asset Management
Point72 Asset Management
Connecticut
$34.9M +$33.9M 3 0.15% Increased
83
Tocqueville Asset Management
Tocqueville Asset Management
New York
$34.8M +$13.3M 4 0.39% Increased
84
SC
Shellback Capital
Massachusetts
$34.7M +$19.9M 2 2.59% Increased
85
CC
Carlson Capital
Texas
$34.5M -$62.1M 1 0.59% Reduced
86
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$33.9M +$2.15M 1 4.19% Increased
87
NSLI
Nan Shan Life Insurance
Taiwan
$33.7M $0 1 0.87% Maintained
88
Boston Partners
Boston Partners
Massachusetts
$33M +$31.2M 2 0.04% Increased
89
RB
Rodgers Brothers
Pennsylvania
$32.8M -$1.69M 1 10.7% Reduced
90
Guggenheim Capital
Guggenheim Capital
Illinois
$31.8M +$7.99M 9 0.08% Increased
91
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$31.8M -$19.9M 9 0.01% Reduced
92
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$31.2M -$1.37M 3 1.24% Reduced
93
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$30.1M +$12M 4 0.53% Increased
94
Becker Capital Management
Becker Capital Management
Oregon
$29.3M +$3.42M 1 0.97% Increased
95
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$28.8M -$13.4M 1 0.06% Reduced
96
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$27.6M +$3.85M 2 0.07% Increased
97
California Public Employees Retirement System
California Public Employees Retirement System
California
$27.4M +$1.22M 8 0.04% Increased
98
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$27.3M -$13.3M 1 0.64% Reduced
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$26.8M +$1.38M 8 0.05% Increased
100
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$26.7M -$2.08M 2 0.23% Reduced