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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.5M +$710K 8 0.04% Increased
77
Folketrygdfondet
Folketrygdfondet
Norway
$64.9M $0 1 1.32% Maintained
78
Emerald Advisers
Emerald Advisers
Pennsylvania
$59.5M +$884K 3 2.55% Increased
79
Truist Financial
Truist Financial
North Carolina
$59M -$7.1M 5 0.09% Reduced
80
Envestnet Asset Management
Envestnet Asset Management
Illinois
$58.7M -$12.1M 8 0.02% Reduced
81
Snyder Capital Management
Snyder Capital Management
California
$58.5M -$1.73M 1 1.32% Reduced
82
Pinnacle Associates
Pinnacle Associates
New York
$57M +$386K 3 0.96% Increased
83
Deutsche Bank
Deutsche Bank
Germany
$56.1M +$9.84M 10 0.03% Increased
84
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$55.5M -$4.21M 9 0.08% Reduced
85
Swiss National Bank
Swiss National Bank
Switzerland
$51.8M -$4.59M 8 0.04% Reduced
86
NGM
North Growth Management
British Columbia, Canada
$51.4M $0 3 10.96% Maintained
87
Two Sigma Investments
Two Sigma Investments
New York
$50.6M +$11.6M 7 0.12% Increased
88
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$49.2M +$19.2M 1 0.69% Increased
89
Legal & General Group
Legal & General Group
United Kingdom
$48.5M +$388K 8 0.02% Increased
90
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$48.3M +$1.76M 3 2.56% Increased
91
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$47.7M -$34.2M 3 0.82% Reduced
92
Wells Fargo
Wells Fargo
California
$45.9M -$3.69M 11 0.01% Reduced
93
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$44.9M +$21.5M 3 0.86% Increased
94
ACM
Analog Century Management
New York
$44.6M +$4.9M 2 10.32% Increased
95
Renaissance Technologies
Renaissance Technologies
New York
$44.6M -$33.6M 7 0.07% Reduced
96
GF
Greenhouse Funds
Maryland
$44.3M -$10M 1 2.92% Reduced
97
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$43.4M +$21.5M 6 0.05% Increased
98
DG
DigitalBridge Group
Florida
$43.4M +$16.9M 2 4.06% Increased
99
Credit Suisse
Credit Suisse
Switzerland
$40M -$2.1M 9 0.04% Reduced
100
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$39.4M -$13.3M 5 0.1% Reduced