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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
Barclays
Barclays
United Kingdom
$40.9M +$16.7M 9 0.03% Increased
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$40.9M -$2.49M 8 0.08% Reduced
78
APG Asset Management
APG Asset Management
Netherlands
$40.4M +$25.2M 1 0.07% Increased
79
NPIC
Neumeier Poma Investment Counsel
California
$40.4M +$6.36M 1 3.34% Increased
80
Brandes Investment Partners
Brandes Investment Partners
California
$40.1M -$3.86M 1 0.89% Reduced
81
Miller Howard Investments
Miller Howard Investments
New York
$39.7M -$5.42M 1 1.16% Reduced
82
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$39.6M +$22.7M 9 0.01% Increased
83
Robeco Schweiz
Robeco Schweiz
Switzerland
$39.4M -$2.63M 1 1.67% Reduced
84
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$39M +$6.91M 2 0.72% Increased
85
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$38.6M +$30.7M 9 0.71% Increased
86
SIM
Sadoff Investment Management
Wisconsin
$38.4M -$129K 1 3.18% Reduced
87
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$37.6M +$7.56M 2 0.44% Increased
88
Alyeska Investment Group
Alyeska Investment Group
Illinois
$37.2M -$7.72M 4 0.48% Reduced
89
Primecap Management
Primecap Management
California
$36.2M +$38.1M 1 0.03% New
90
Two Sigma Investments
Two Sigma Investments
New York
$35.1M +$16.3M 8 0.12% Increased
91
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$34.7M +$4.57M 1 0.09% Increased
92
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$33.4M +$28M 3 0.3% Increased
93
NSLI
Nan Shan Life Insurance
Taiwan
$33.3M +$1.13M 1 0.85% Increased
94
Tocqueville Asset Management
Tocqueville Asset Management
New York
$33.2M +$1.22M 3 0.43% Increased
95
Aperio Group
Aperio Group
California
$32.2M -$6.79M 8 0.13% Reduced
96
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$32.2M +$2.38M 4 2.93% Increased
97
TSAM
Trinity Street Asset Management
United Kingdom
$31.9M -$17.6K 1 6.2% Reduced
98
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$29.8M -$24.5K 2 0.14% Reduced
99
USAA
United Services Automobile Association
Texas
$29.8M +$9.56M 4 0.07% Increased
100
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$29.3M -$20.3M 2 0.31% Reduced