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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
SEI Investments
SEI Investments
Pennsylvania
$56.8M +$6.06M 7 0.12% Increased
77
Swiss National Bank
Swiss National Bank
Switzerland
$56.8M +$2.64M 9 0.04% Increased
78
Franklin Resources
Franklin Resources
California
$56.4M +$18.6M 4 0.03% Increased
79
GW&K Investment Management
GW&K Investment Management
Massachusetts
$55.9M +$3.44M 1 0.6% Increased
80
CMG
Cavalry Management Group
California
$55M +$16M 2 5.14% Increased
81
NGM
North Growth Management
British Columbia, Canada
$54.5M -$2.48M 3 12.65% Reduced
82
ST
SAL Trading
Pennsylvania
$54.2M -$38.8M 1 22.94% Reduced
83
CCM
Cinctive Capital Management
New York
$53.2M +$41M 5 2.23% Increased
84
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$52.7M +$995K 3 0.23% Increased
85
Alyeska Investment Group
Alyeska Investment Group
Illinois
$51.3M -$53.6M 2 0.59% Reduced
86
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$50.9M +$13.5M 5 0.62% Increased
87
Natixis Advisors
Natixis Advisors
Massachusetts
$50.7M -$7.82M 5 0.22% Reduced
88
SIS
Susquehanna International Securities
Ireland
$50.3M +$37.1M 1 36.78% Increased
89
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$49.5M -$8.94M 10 0.06% Reduced
90
Emerald Advisers
Emerald Advisers
Pennsylvania
$49.4M +$2.2M 3 2.54% Increased
91
Optiver Holding
Optiver Holding
Netherlands
$49.2M -$59.8M 1 0.05% Reduced
92
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$49M -$5.76M 8 0.13% Reduced
93
Marshall Wace
Marshall Wace
United Kingdom
$48.9M -$3.91M 9 0.1% Reduced
94
Credit Suisse
Credit Suisse
Switzerland
$48.6M -$5.32M 10 0.05% Reduced
95
SM
Senvest Management
New York
$48.3M +$7.64M 1 1.65% Increased
96
Snyder Capital Management
Snyder Capital Management
California
$47.1M +$18.1M 1 1.28% Increased
97
Janus Henderson Group
Janus Henderson Group
$44.4M +$35.4M 7 0.03% Increased
98
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$44.1M +$4.82M 3 2.56% Increased
99
Legal & General Group
Legal & General Group
United Kingdom
$43.2M +$2.43M 9 0.02% Increased
100
Citigroup
Citigroup
New York
$42.7M -$14.7M 12 0.03% Reduced