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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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$74.9M +$2.01M 9 0.1% Increased
77
Penserra Capital Management
Penserra Capital Management
California
$74.8M +$29.4M 8 1.77% Increased
78
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$74.6M +$1.5M 9 0.05% Increased
79
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$73.2M -$9.17M 10 0.02% Reduced
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$73.1M +$13.2M 9 0.08% Increased
81
Westfield Capital Management
Westfield Capital Management
Massachusetts
$72.7M +$4.05M 2 0.43% Increased
82
Kennedy Capital Management
Kennedy Capital Management
Missouri
$72.2M -$6.15M 6 1.63% Reduced
83
Clal Insurance
Clal Insurance
Israel
$69.1M +$32.6M 1 0.94% Increased
84
California Public Employees Retirement System
California Public Employees Retirement System
California
$67.5M +$3.37M 8 0.05% Increased
85
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$66.3M -$12.7M 1 0.09% Reduced
86
Swiss National Bank
Swiss National Bank
Switzerland
$64.7M +$414K 7 0.05% Increased
87
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$64M -$22.6M 6 0.15% Reduced
88
NGM
North Growth Management
British Columbia, Canada
$60.9M -$3.79M 3 12.46% Reduced
89
Russell Investments Group
Russell Investments Group
United Kingdom
$60.2M +$6.51M 8 0.12% Increased
90
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$60M -$30.8M 2 0.65% Reduced
91
Mariner
Mariner
Kansas
$59.9M +$429K 2 0.46% Increased
92
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$59.4M +$629K 3 0.23% Increased
93
Holocene Advisors
Holocene Advisors
New York
$57.2M -$12.1M 2 0.36% Reduced
94
GW&K Investment Management
GW&K Investment Management
Massachusetts
$56.6M -$178K 1 0.59% Reduced
95
GF
Greenhouse Funds
Maryland
$56.5M -$432K 1 5.26% Reduced
96
SCM
Shapiro Capital Management
Georgia
$56.2M +$6.69M 1 1.21% Increased
97
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$55.8M +$8.24M 4 0.49% Increased
98
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$53.7M -$4.22M 2 1.02% Reduced
99
Scout Investments
Scout Investments
Missouri
$53.1M -$793K 2 0.98% Reduced
100
Bank of Montreal
Bank of Montreal
Ontario, Canada
$50.9M +$22.2M 9 0.03% Increased