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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
IAM
Ion Asset Management
Israel
$83.3M +$6.36M 2 5.39% Increased
77
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$78.9M -$2.12M 3 0.11% Reduced
78
AQR Capital Management
AQR Capital Management
Connecticut
$77.1M +$26.5M 8 0.08% Increased
79
Snyder Capital Management
Snyder Capital Management
California
$76.5M +$8.58M 1 1.67% Increased
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$75.7M +$89.2M 3 0.16% Increased
81
First Trust Advisors
First Trust Advisors
Illinois
$75.4M -$6.84M 6 0.07% Reduced
82
Marshall Wace
Marshall Wace
United Kingdom
$74.3M -$8.12M 6 0.09% Reduced
83
Squarepoint
Squarepoint
New York
$73.7M +$66.2M 8 0.09% Increased
84
Swiss National Bank
Swiss National Bank
Switzerland
$70.1M -$1.56M 7 0.05% Reduced
85
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$66.8M +$17.2M 4 0.26% Increased
86
Lazard Asset Management
Lazard Asset Management
New York
$65.4M +$32.1M 6 0.1% Increased
87
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$64.2M +$1.46M 2 0.29% Increased
88
PHK
Point72 Hong Kong
Hong Kong
$62.6M +$39.9M 4 3.99% Increased
89
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$61.8M -$8.78M 4 4.38% Reduced
90
Legal & General Group
Legal & General Group
United Kingdom
$61.4M +$1.74M 8 0.02% Increased
91
VARA
Value Aligned Research Advisors
New Jersey
$60.9M +$76.5M 2 4.44% Increased
92
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$60.2M -$178K 9 0.09% Reduced
93
VOYA Investment Management
VOYA Investment Management
Georgia
$58.5M +$42.5M 8 0.07% Increased
94
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57.2M -$3.85M 7 0.02% Reduced
95
NGM
North Growth Management
British Columbia, Canada
$55.6M -$4.2M 3 11.74% Reduced
96
DG
DigitalBridge Group
Florida
$54.5M +$1.16M 2 4.38% Increased
97
DCM
Divisar Capital Management
California
$54.5M -$23M 2 14.17% Reduced
98
Pinnacle Associates
Pinnacle Associates
New York
$54.3M -$1.78M 2 0.8% Reduced
99
Folketrygdfondet
Folketrygdfondet
Norway
$54M $0 1 1.2% Maintained
100
Renaissance Technologies
Renaissance Technologies
New York
$53.5M +$20.4M 6 0.08% Increased