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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
Rafferty Asset Management
Rafferty Asset Management
New York
$294M +$17.8M 5 1.02% Increased
77
Fisher Asset Management
Fisher Asset Management
Washington
$290M -$53.4M 3 0.1% Reduced
78
Swiss National Bank
Swiss National Bank
Switzerland
$289M +$46M 7 0.17% Increased
79
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$285M +$242M 4 0.43% New
80
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$284M +$69.4M 10 0.03% Increased
81
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$275M +$76.5M 8 0.28% Increased
82
Marshall Wace
Marshall Wace
United Kingdom
$275M -$54.5M 8 0.25% Reduced
83
Hood River Capital Management
Hood River Capital Management
Florida
$271M -$219M 4 2.97% Reduced
84
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$251M +$175M 1 5.09% New
85
Wells Fargo
Wells Fargo
California
$245M +$62.9M 10 0.04% Increased
86
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$244M -$20M 7 0.2% Reduced
87
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$242M -$20.1M 4 3.15% Reduced
88
Westfield Capital Management
Westfield Capital Management
Massachusetts
$237M -$154M 4 0.99% Reduced
89
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$235M -$34M 4 0.92% Reduced
90
Nomura Asset Management
Nomura Asset Management
Japan
$231M +$53.7M 4 0.59% Increased
91
Slate Path Capital
Slate Path Capital
New York
$218M -$19.8M 1 2.94% Reduced
92
Federated Hermes
Federated Hermes
Pennsylvania
$207M +$8.15M 6 0.35% Increased
93
California Public Employees Retirement System
California Public Employees Retirement System
California
$206M +$6.59M 5 0.12% Increased
94
ClearBridge Investments
ClearBridge Investments
New York
$202M +$15.1M 2 0.16% Increased
95
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$202M -$85M 10 0.03% Reduced
96
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$201M -$19.5M 6 0.27% Reduced
97
SEI Investments
SEI Investments
Pennsylvania
$200M -$17.4M 8 0.2% Reduced
98
SG Americas Securities
SG Americas Securities
New York
$199M +$144M 7 0.25% Increased
99
GF Fund Management
GF Fund Management
China
$198M +$17.7M 2 3.38% Increased
100
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$188M +$15.1M 3 0.58% Increased