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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
Russell Investments Group
Russell Investments Group
United Kingdom
$40.4M -$41.8M 8 0.1% Reduced
77
UBS Group
UBS Group
Switzerland
$40.3M -$4.16M 10 0.02% Reduced
78
CMG
Cavalry Management Group
California
$38.7M -$5.57M 3 4.26% Reduced
79
California Public Employees Retirement System
California Public Employees Retirement System
California
$37.5M -$8.5M 8 0.05% Reduced
80
American Century Companies
American Century Companies
Missouri
$37.2M +$6.94M 4 0.04% Increased
81
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$36.8M +$12.3M 1 0.08% Increased
82
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$36.7M +$4.49M 1 2.53% Increased
83
DCM
Divisar Capital Management
California
$36.2M +$7.54M 3 14.13% Increased
84
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$35.9M -$3.94M 3 0.2% Reduced
85
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$35.8M +$22.3M 2 0.07% Increased
86
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$35.7M +$12.2M 1 0.12% Increased
87
VOYA Investment Management
VOYA Investment Management
Georgia
$35.3M -$1.51M 7 0.1% Reduced
88
Penserra Capital Management
Penserra Capital Management
California
$35.1M +$11.6M 8 2.39% Increased
89
SIM
Sadoff Investment Management
Wisconsin
$35M -$1.9M 1 3.95% Reduced
90
AIG
American International Group
New York
$34.2M -$217K 8 0.19% Reduced
91
Glenmede Trust
Glenmede Trust
Pennsylvania
$34.1M $0 7 0.16% Maintained
92
Alphinity Investment Management
Alphinity Investment Management
Australia
$33.6M -$3.01M 1 4.42% Reduced
93
Scout Investments
Scout Investments
Missouri
$33.3M +$28.2M 2 0.99% Increased
94
Citigroup
Citigroup
New York
$33.2M +$19.4M 9 0.03% Increased
95
TSAM
Trinity Street Asset Management
United Kingdom
$32.8M +$5.51M 1 5.62% Increased
96
Frontier Capital Management
Frontier Capital Management
Massachusetts
$32.7M -$3.68M 1 0.37% Reduced
97
ACB
Aristotle Capital Boston
Massachusetts
$31.8M +$394K 2 1.36% Increased
98
Swiss National Bank
Swiss National Bank
Switzerland
$31.8M +$539K 6 0.03% Increased
99
NGM
North Growth Management
British Columbia, Canada
$30.8M +$10.8M 2 8.66% Increased
100
Guggenheim Capital
Guggenheim Capital
Illinois
$30.5M -$3.79M 5 0.31% Reduced