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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
Voloridge Investment Management
Voloridge Investment Management
Florida
$78.8M -$12.4M 4 0.29% Reduced
77
UBS AM
UBS AM
Illinois
$76.8M +$25.8M 8 0.02% Increased
78
IAM
Ion Asset Management
Israel
$75.7M -$15M 2 4.23% Reduced
79
Royce & Associates
Royce & Associates
New York
$72.9M -$9.56M 4 0.68% Reduced
80
AQR Capital Management
AQR Capital Management
Connecticut
$72.4M +$40.8M 8 0.11% Increased
81
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$69.7M +$8.62M 3 0.23% Increased
82
Swiss National Bank
Swiss National Bank
Switzerland
$67.2M -$520K 8 0.05% Reduced
83
Woodline Partners
Woodline Partners
California
$66.8M +$20.8M 4 0.64% Increased
84
Pinnacle Associates
Pinnacle Associates
New York
$64.9M -$6.92M 3 1.02% Reduced
85
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.7M +$3.28M 8 0.02% Increased
86
Jane Street
Jane Street
New York
$61.5M +$20.9M 10 0.01% Increased
87
NGM
North Growth Management
British Columbia, Canada
$60.5M -$1.05M 3 11.94% Reduced
88
Sachem Head Capital Management
Sachem Head Capital Management
New York
$60.3M +$50M 1 3% New
89
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$60.1M +$16.6M 5 0.39% Increased
90
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$59.4M -$453K 4 0.23% Reduced
91
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$58.8M +$7.92M 1 0.66% Increased
92
Truist Financial
Truist Financial
North Carolina
$57.5M -$2.15M 5 0.09% Reduced
93
Penserra Capital Management
Penserra Capital Management
California
$56.5M -$2.05M 5 0.72% Reduced
94
TimesSquare Capital Management
TimesSquare Capital Management
New York
$56.2M -$9.05M 2 0.88% Reduced
95
Deutsche Bank
Deutsche Bank
Germany
$55.8M -$2.93M 10 0.03% Reduced
96
UBS Group
UBS Group
Switzerland
$54.6M -$6.31M 11 0.01% Reduced
97
Legal & General Group
Legal & General Group
United Kingdom
$53.8M -$3.74M 9 0.02% Reduced
98
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$53M -$2.24M 1 0.74% Reduced
99
GF
Greenhouse Funds
Maryland
$52.2M -$1.27M 1 2.62% Reduced
100
Wells Fargo
Wells Fargo
California
$51.9M -$1.19M 10 0.01% Reduced