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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
Franklin Resources
Franklin Resources
California
$44.6M +$40.3M 1 0.02% Increased
77
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$44M $0 1 1.05% Maintained
78
Guggenheim Capital
Guggenheim Capital
Illinois
$43.8M -$1.61M 6 0.33% Reduced
79
Acadian Asset Management
Acadian Asset Management
Massachusetts
$43.4M +$20.1M 3 0.2% Increased
80
Prudential Financial
Prudential Financial
New Jersey
$43.2M +$2.75M 7 0.06% Increased
81
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$42.8M -$75.4K 3 0.19% Reduced
82
VOYA Investment Management
VOYA Investment Management
Georgia
$40.2M -$13M 8 0.08% Reduced
83
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$40.1M -$26.1M 7 0.01% Reduced
84
Marshall Wace North America
Marshall Wace North America
New York
$39.7M +$23.3M 4 0.19% Increased
85
Westfield Capital Management
Westfield Capital Management
Massachusetts
$39.7M +$7.25M 1 0.28% Increased
86
SIM
Sadoff Investment Management
Wisconsin
$39.5M -$140K 1 3.1% Reduced
87
Alphinity Investment Management
Alphinity Investment Management
Australia
$39.2M -$86.9K 1 4.33% Reduced
88
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$38.7M -$559K 1 2.19% Reduced
89
AIG
American International Group
New York
$38.2M +$92.4K 8 0.15% Increased
90
Two Sigma Investments
Two Sigma Investments
New York
$37.9M +$19.7M 7 0.11% Increased
91
Becker Capital Management
Becker Capital Management
Oregon
$36.8M +$76.8K 1 1.31% Increased
92
DCM
Divisar Capital Management
California
$36.6M +$1.95M 3 10.33% Increased
93
American Century Companies
American Century Companies
Missouri
$35.9M +$4.06M 4 0.03% Increased
94
GF
Greenhouse Funds
Maryland
$35.8M -$23M 1 6.56% Reduced
95
Swiss National Bank
Swiss National Bank
Switzerland
$35.6M -$1.27M 6 0.04% Reduced
96
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$34.8M +$5.74M 1 0.24% Increased
97
SEI Investments
SEI Investments
Pennsylvania
$34.6M +$3.91M 7 0.1% Increased
98
Glenmede Trust
Glenmede Trust
Pennsylvania
$34.1M -$4.08M 7 0.16% Reduced
99
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$34M -$1.96M 2 0.38% Reduced
100
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$33.8M -$18M 2 0.66% Reduced