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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
Royce & Associates
Royce & Associates
New York
$55.8M -$16.8M 7 0.61% Reduced
77
AQR Capital Management
AQR Capital Management
Connecticut
$55.3M -$30.3M 7 0.09% Reduced
78
Glenmede Trust
Glenmede Trust
Pennsylvania
$54.5M +$8.27M 7 0.33% Increased
79
American Century Companies
American Century Companies
Missouri
$54.3M -$2.83M 4 0.05% Reduced
80
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$54.1M -$1.87M 2 0.37% Reduced
81
Frontier Capital Management
Frontier Capital Management
Massachusetts
$52.5M -$5.79M 1 0.46% Reduced
82
Prudential Financial
Prudential Financial
New Jersey
$52M +$11.5M 7 0.1% Increased
83
Credit Suisse
Credit Suisse
Switzerland
$50.7M +$11.2M 8 0.04% Increased
84
DCM
Divisar Capital Management
California
$49.6M +$1.8M 3 14.33% Increased
85
Swiss National Bank
Swiss National Bank
Switzerland
$49.5M +$6.57M 7 0.04% Increased
86
California Public Employees Retirement System
California Public Employees Retirement System
California
$48.9M -$862K 8 0.05% Reduced
87
Westfield Capital Management
Westfield Capital Management
Massachusetts
$48.4M +$31.1M 1 0.33% Increased
88
UBS Group
UBS Group
Switzerland
$47.3M -$3.95M 10 0.02% Reduced
89
Boston Partners
Boston Partners
Massachusetts
$46.7M -$35.2M 3 0.09% Reduced
90
SIM
Sadoff Investment Management
Wisconsin
$46.5M -$1.03M 1 4.18% Reduced
91
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$45.9M +$6.67M 7 0.01% Increased
92
Channing Capital Management
Channing Capital Management
Illinois
$45.8M -$18.2M 3 2.63% Reduced
93
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$45.6M -$942K 3 0.22% Reduced
94
GF
Greenhouse Funds
Maryland
$45.6M +$13.7M 1 6.81% Increased
95
Two Sigma Advisers
Two Sigma Advisers
New York
$44.8M +$15.1M 8 0.13% Increased
96
TSAM
Trinity Street Asset Management
United Kingdom
$44.6M $0 1 6.61% Maintained
97
Scout Investments
Scout Investments
Missouri
$43M +$2.88M 2 1.03% Increased
98
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$42.9M +$36.3M 6 1.1% Increased
99
CMG
Cavalry Management Group
California
$42.2M -$10.8M 4 5.47% Reduced
100
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$42.1M +$590K 9 0.05% Increased