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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
$72.5M -$678K 8 0.1% Reduced
77
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$71.8M -$8.39M 2 2.38% Reduced
78
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$70.7M -$3.33M 9 0.04% Reduced
79
NGM
North Growth Management
British Columbia, Canada
$66.7M +$7.29M 3 11.81% Increased
80
Emerald Advisers
Emerald Advisers
Pennsylvania
$65.8M -$21M 3 2.38% Reduced
81
Swiss National Bank
Swiss National Bank
Switzerland
$64.5M +$1.1M 7 0.04% Increased
82
California Public Employees Retirement System
California Public Employees Retirement System
California
$63.3M -$3.02M 8 0.05% Reduced
83
Brown Advisory
Brown Advisory
Maryland
$61.4M +$32.9M 1 0.1% Increased
84
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$60.9M +$3.44M 3 0.23% Increased
85
GW&K Investment Management
GW&K Investment Management
Massachusetts
$60.1M +$494K 1 0.55% Increased
86
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$59.3M -$16.9M 10 0.02% Reduced
87
Russell Investments Group
Russell Investments Group
United Kingdom
$59.2M -$4.94M 9 0.1% Reduced
88
SCM
Shapiro Capital Management
Georgia
$58.4M +$183K 1 1.06% Increased
89
Federated Hermes
Federated Hermes
Pennsylvania
$57M +$16.9M 5 0.11% Increased
90
Mariner
Mariner
Kansas
$56M +$1.91M 3 0.39% Increased
91
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$55.1M -$19.2M 8 0.06% Reduced
92
SM
Senvest Management
New York
$53.7M +$20.1M 1 1.69% Increased
93
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$52.1M +$12.3M 5 0.51% Increased
94
Kennedy Capital Management
Kennedy Capital Management
Missouri
$51.6M -$19.8M 6 1.04% Reduced
95
SP
Summit Partners
Massachusetts
$51.6M $0 1 8.23% Maintained
96
Lazard Asset Management
Lazard Asset Management
New York
$51.5M +$7.09M 1 0.06% Increased
97
Jane Street
Jane Street
New York
$51.5M +$37.4M 9 0.03% Increased
98
Folketrygdfondet
Folketrygdfondet
Norway
$50.3M -$41.1M 1 1.72% Reduced
99
Scout Investments
Scout Investments
Missouri
$49.5M -$1.04M 3 0.74% Reduced
100
Natixis Advisors
Natixis Advisors
Massachusetts
$49.1M +$13.3M 5 0.26% Increased