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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
Jennison Associates
Jennison Associates
New York
$116M -$43.2M 3 0.07% Reduced
77
Alyeska Investment Group
Alyeska Investment Group
Illinois
$116M -$9.27M 2 0.41% Reduced
78
Snyder Capital Management
Snyder Capital Management
California
$114M +$7.08M 1 2.42% Increased
79
Victory Capital Management
Victory Capital Management
Texas
$111M +$27.6M 7 0.07% Increased
80
OCMH
Oxbow Capital Management (HK)
Hong Kong
$110M +$80.3M 2 27.89% New
81
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$110M +$16.4M 7 0.15% Increased
82
Swiss National Bank
Swiss National Bank
Switzerland
$109M +$531K 7 0.07% Increased
83
Holocene Advisors
Holocene Advisors
New York
$109M -$30.8M 2 0.27% Reduced
84
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$109M +$95.8M 1 1.45% New
85
VOYA Investment Management
VOYA Investment Management
Georgia
$108M +$12.2M 7 0.11% Increased
86
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$104M -$50.5M 8 0.01% Reduced
87
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M +$19.4M 7 0.03% Increased
88
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$104M -$6.01M 3 0.13% Reduced
89
DFO
Duquesne Family Office
New York
$103M -$76.6M 1 2.54% Reduced
90
IAM
Ion Asset Management
Israel
$102M -$8.97M 3 5.62% Reduced
91
First Trust Advisors
First Trust Advisors
Illinois
$102M -$3.44M 7 0.08% Reduced
92
Channing Capital Management
Channing Capital Management
Illinois
$102M +$35.5M 2 2.82% Increased
93
Fisher Asset Management
Fisher Asset Management
Washington
$101M +$29.1M 3 0.04% Increased
94
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$101M +$4.28M 9 0.06% Increased
95
Voloridge Investment Management
Voloridge Investment Management
Florida
$99.3M -$54.4M 4 0.37% Reduced
96
Marshall Wace
Marshall Wace
United Kingdom
$97.6M -$4.77M 8 0.11% Reduced
97
Oaktree Capital Management
Oaktree Capital Management
California
$97.1M +$10 1 1.67% Increased
98
Legal & General Group
Legal & General Group
United Kingdom
$93.6M +$1.55M 8 0.02% Increased
99
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$93.6M -$15.3M 4 5.7% Reduced
100
FFM
FengHe Fund Management
Singapore
$93.6M +$64.3M 2 15.33% New