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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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$55.7M +$7.52M 4 0.24% Increased
77
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.8M -$37.2M 1 0.17% Reduced
78
GF
Greenhouse Funds
Maryland
$50.5M +$1.69M 1 4.6% Increased
79
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50M +$8.49M 9 0.03% Increased
80
DnB Asset Management
DnB Asset Management
Norway
$48.8M -$4.09M 1 0.34% Reduced
81
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$48.5M +$2.66M 8 0.4% Increased
82
NGM
North Growth Management
British Columbia, Canada
$48.3M $0 3 10.99% Maintained
83
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$48.3M +$2.31M 9 0.07% Increased
84
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$46.6M +$37.9M 2 0.04% Increased
85
DCM
Divisar Capital Management
California
$46.3M +$19.2M 3 11.32% Increased
86
Balyasny Asset Management
Balyasny Asset Management
Illinois
$46.3M +$17.5M 5 0.13% Increased
87
SIS
Susquehanna International Securities
Ireland
$45.6M +$34.1M 1 32.23% Increased
88
EARNEST Partners
EARNEST Partners
Georgia
$45.4M +$1.26M 3 0.28% Increased
89
Axa
Axa
France
$44.7M -$37.4M 1 0.16% Reduced
90
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$43.9M -$825K 3 2.72% Reduced
91
Woodline Partners
Woodline Partners
California
$43.7M -$11.2M 4 0.58% Reduced
92
VOYA Investment Management
VOYA Investment Management
Georgia
$43.6M -$3.34M 8 0.05% Reduced
93
UBS Group
UBS Group
Switzerland
$43.2M -$3.36M 12 0.02% Reduced
94
Legal & General Group
Legal & General Group
United Kingdom
$42.9M +$528K 8 0.02% Increased
95
Two Sigma Investments
Two Sigma Investments
New York
$42.2M +$30.4M 9 0.13% Increased
96
Holocene Advisors
Holocene Advisors
New York
$41.7M -$95M 2 0.25% Reduced
97
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$41.7M +$1.89M 3 0.84% Increased
98
Truist Financial
Truist Financial
North Carolina
$41.5M +$24.3M 5 0.07% Increased
99
Marshall Wace
Marshall Wace
United Kingdom
$41.4M -$36.2M 7 0.09% Reduced
100
Westwood Holdings Group
Westwood Holdings Group
Texas
$41.1M +$3.27M 1 0.36% Increased