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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
$40.2M +$1.69M 8 0.05% Increased
77
Capital World Investors
Capital World Investors
California
$38.6M +$39.7M 2 0.01% New
78
Becker Capital Management
Becker Capital Management
Oregon
$37.9M +$437K 1 1.26% Increased
79
Robeco Schweiz
Robeco Schweiz
Switzerland
$37.5M +$8.83M 1 1.6% Increased
80
CRM
Cramer Rosenthal McGlynn
Connecticut
$37.4M -$18.5M 2 0.67% Reduced
81
Renaissance Technologies
Renaissance Technologies
New York
$35.8M -$91.6M 6 0.04% Reduced
82
OMC
Oak Management Corp
Connecticut
$34.7M $0 1 7.44% Maintained
83
Tocqueville Asset Management
Tocqueville Asset Management
New York
$34.4M +$7.17M 4 0.44% Increased
84
UBS Group
UBS Group
Switzerland
$34.4M +$4.77M 10 0.01% Increased
85
Westfield Capital Management
Westfield Capital Management
Massachusetts
$33.5M -$3.02M 2 0.25% Reduced
86
SIM
Stelliam Investment Management
New York
$33.3M -$9.31M 1 1.53% Reduced
87
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$32.7M +$821K 1 0.08% Increased
88
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$30.9M +$197K 1 0.9% Increased
89
RB
Rodgers Brothers
Pennsylvania
$30.8M +$259K 1 9.41% Increased
90
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$30M +$7.11M 4 0.47% Increased
91
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$29.9M +$76.4K 1 0.32% Increased
92
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$29.6M +$2.84M 5 0.06% Increased
93
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$29.5M +$799K 4 0.19% Increased
94
Point72 Asset Management
Point72 Asset Management
Connecticut
$29M +$7.78M 2 0.12% Increased
95
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$28.9M -$10.2M 3 0.15% Reduced
96
Natixis
Natixis
France
$28.8M +$25M 1 0.15% Increased
97
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$28.7M -$319K 1 1.34% Reduced
98
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.4M +$12.3M 9 0.03% Increased
99
California Public Employees Retirement System
California Public Employees Retirement System
California
$28.4M -$1.57M 8 0.04% Reduced
100
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$28.3M -$922K 8 0.06% Reduced