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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
Franklin Resources
Franklin Resources
California
$87.9M -$98.5M 5 0.02% Reduced
77
ACB
Aristotle Capital Boston
Massachusetts
$87.6M -$5.92M 3 2.9% Reduced
78
DCM
Divisar Capital Management
California
$87.1M -$10.1M 3 16.06% Reduced
79
AQR Capital Management
AQR Capital Management
Connecticut
$82.6M -$5.57M 8 0.11% Reduced
80
Royce & Associates
Royce & Associates
New York
$81.3M -$10.8M 4 0.74% Reduced
81
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$79.8M +$8.46M 2 0.25% Increased
82
Swiss National Bank
Swiss National Bank
Switzerland
$77.5M -$336K 8 0.05% Reduced
83
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$76.3M -$7.01M 4 3.96% Reduced
84
UBS Group
UBS Group
Switzerland
$73.7M +$7.56M 10 0.02% Increased
85
Sachem Head Capital Management
Sachem Head Capital Management
New York
$73.2M -$628K 1 3.84% Reduced
86
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$73.1M -$67K 1 0.75% Reduced
87
Castle Hook Partners
Castle Hook Partners
New York
$72.3M +$60.8M 1 1.36% New
88
NM
NWI Management
New York
$72M +$20.2M 1 1.87% Increased
89
NGM
North Growth Management
British Columbia, Canada
$71.2M -$3.78M 3 13.25% Reduced
90
Envestnet Asset Management
Envestnet Asset Management
Illinois
$71M -$5.26M 8 0.02% Reduced
91
Select Equity Group
Select Equity Group
New York
$70.3M +$8.32M 2 0.25% Increased
92
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$69.1M -$2.19M 4 0.26% Reduced
93
Deutsche Bank
Deutsche Bank
Germany
$68.8M +$1.85M 10 0.03% Increased
94
LMR Partners
LMR Partners
United Kingdom
$68.1M +$57.7M 3 0.54% Increased
95
Legal & General Group
Legal & General Group
United Kingdom
$65.5M +$2.07M 9 0.02% Increased
96
Citigroup
Citigroup
New York
$65.4M +$23.1M 11 0.04% Increased
97
Choreo LLC
Choreo LLC
Illinois
$65.2M +$63M 3 0.96% Increased
98
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.5M +$19.4M 12 0.01% Increased
99
Voloridge Investment Management
Voloridge Investment Management
Florida
$64M -$18.3M 2 0.23% Reduced
100
California Public Employees Retirement System
California Public Employees Retirement System
California
$62.5M +$17.3M 4 0.04% Increased