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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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$107M -$13.8M 3 0.14% Reduced
77
Sachem Head Capital Management
Sachem Head Capital Management
New York
$107M +$30.8M 1 5.91% Increased
78
First Trust Advisors
First Trust Advisors
Illinois
$107M -$15.1M 6 0.09% Reduced
79
SEI Investments
SEI Investments
Pennsylvania
$106M -$9.02M 8 0.14% Reduced
80
Oberweis Asset Management
Oberweis Asset Management
Illinois
$106M -$168K 3 5% Reduced
81
Deutsche Bank
Deutsche Bank
Germany
$104M +$8.43M 10 0.04% Increased
82
Franklin Resources
Franklin Resources
California
$104M +$3.88M 5 0.03% Increased
83
Holocene Advisors
Holocene Advisors
New York
$104M +$91.3M 1 0.33% Increased
84
Swiss National Bank
Swiss National Bank
Switzerland
$103M +$851K 7 0.07% Increased
85
Snyder Capital Management
Snyder Capital Management
California
$102M -$17.6M 1 2.13% Reduced
86
Two Sigma Advisers
Two Sigma Advisers
New York
$101M +$23.5M 6 0.23% Increased
87
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$98.1M +$14.5M 7 0.57% Increased
88
Victory Capital Management
Victory Capital Management
Texas
$97.7M -$131M 8 0.1% Reduced
89
JCM
JAT Capital Management
Connecticut
$96.4M +$67.4M 2 15.26% Increased
90
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$88.9M -$77.5M 2 0.39% Reduced
91
Jane Street
Jane Street
New York
$86.9M +$29.4M 11 0.02% Increased
92
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$85.7M -$79.4M 2 0.86% Reduced
93
Legal & General Group
Legal & General Group
United Kingdom
$85.6M +$1.64M 9 0.02% Increased
94
Frontier Capital Management
Frontier Capital Management
Massachusetts
$85.6M -$112M 3 0.81% Reduced
95
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.7M -$1.32M 8 0.03% Reduced
96
DCM
Divisar Capital Management
California
$82.8M -$31.5M 3 17.97% Reduced
97
NGM
North Growth Management
British Columbia, Canada
$82.7M -$5.97M 3 15.69% Reduced
98
AQR Capital Management
AQR Capital Management
Connecticut
$82.5M -$24.7M 8 0.11% Reduced
99
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$82.1M +$43.2M 10 0.05% Increased
100
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$80.6M +$16.1M 9 0.11% Increased