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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
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$41.1M +$141K 1 2.5% Increased
77
Wedge Capital Management
Wedge Capital Management
North Carolina
$41M +$1.27M 1 0.48% Increased
78
Deutsche Bank
Deutsche Bank
Germany
$40.7M -$82.9M 10 0.03% Reduced
79
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$40.5M +$43.2M 1 0.98% New
80
VOYA Investment Management
VOYA Investment Management
Georgia
$40.3M -$9.67M 7 0.09% Reduced
81
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$38.4M -$11M 6 0.11% Reduced
82
Brandes Investment Partners
Brandes Investment Partners
California
$36.5M -$4M 1 0.94% Reduced
83
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$36.5M +$3.08M 3 0.43% Increased
84
SIM
Sadoff Investment Management
Wisconsin
$36.4M -$235K 1 3.05% Reduced
85
Glenmede Trust
Glenmede Trust
Pennsylvania
$36.2M +$9.11M 9 0.17% Increased
86
Guggenheim Capital
Guggenheim Capital
Illinois
$35.4M +$4.24M 6 0.28% Increased
87
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$35.3M +$6.83M 3 0.17% Increased
88
NPIC
Neumeier Poma Investment Counsel
California
$35M -$5.83M 1 2.92% Reduced
89
California Public Employees Retirement System
California Public Employees Retirement System
California
$34.6M +$12.2M 8 0.03% Increased
90
Prudential Financial
Prudential Financial
New Jersey
$34.5M +$19.7M 7 0.05% Increased
91
ACB
Aristotle Capital Boston
Massachusetts
$34.3M +$5.74M 2 1% Increased
92
Becker Capital Management
Becker Capital Management
Oregon
$33.7M -$7.08M 1 1.29% Reduced
93
Tocqueville Asset Management
Tocqueville Asset Management
New York
$33.5M +$481K 3 0.45% Increased
94
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$32.6M +$433K 3 0.3% Increased
95
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.3M +$4.61M 4 0.22% Increased
96
NSLI
Nan Shan Life Insurance
Taiwan
$32.2M -$1.27M 1 0.89% Reduced
97
Alyeska Investment Group
Alyeska Investment Group
Illinois
$32.1M -$37.2M 1 0.46% Reduced
98
AIG
American International Group
New York
$31.9M +$7.38M 8 0.13% Increased
99
TSAM
Trinity Street Asset Management
United Kingdom
$31.9M +$1.55M 1 4.94% Increased
100
Swiss National Bank
Swiss National Bank
Switzerland
$31.4M +$3.86M 7 0.03% Increased