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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
101
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27M -$3.19M 9 0.03% Reduced
102
RB
Rodgers Brothers
Pennsylvania
$26.5M -$1.04M 1 10.01% Reduced
103
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$26.4M +$5.81M 1 1.33% Increased
104
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$26.3M -$243K 8 0.05% Reduced
105
TCW Group
TCW Group
California
$26.1M +$12.5M 2 0.22% Increased
106
Empyrean Capital Partners
Empyrean Capital Partners
California
$25.6M +$5.01M 1 1.13% Increased
107
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$25.4M +$1.45M 1 0.29% Increased
108
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$25.1M +$3.63M 8 0.06% Increased
109
BTP
Bloom Tree Partners
New York
$25M +$17.6M 1 2.43% New
110
Raymond James & Associates
Raymond James & Associates
Florida
$24.4M +$2.42M 6 0.06% Increased
111
AQR Arbitrage
AQR Arbitrage
Connecticut
$24.1M -$1.52M 1 0.27% Reduced
112
GIP
Granite Investment Partners
California
$23.9M +$7.82M 2 1.63% Increased
113
PP
PDT Partners
New York
$22.7M +$14.6M 2 1.19% Increased
114
Guggenheim Capital
Guggenheim Capital
Illinois
$21.8M +$1.33M 9 0.06% Increased
115
American Century Companies
American Century Companies
Missouri
$21.5M -$1.2M 4 0.02% Reduced
116
Federated Hermes
Federated Hermes
Pennsylvania
$21.2M -$3.01M 7 0.06% Reduced
117
Fidelity International
Fidelity International
Bermuda
$21M +$2.57M 1 0.06% Increased
118
Swiss National Bank
Swiss National Bank
Switzerland
$20.9M +$1.21M 7 0.03% Increased
119
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$20.8M +$1.23M 1 1.38% Increased
120
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$20.1M -$185K 4 0.05% Reduced
121
Driehaus Capital Management
Driehaus Capital Management
Illinois
$19.7M -$702K 3 0.68% Reduced
122
Two Sigma Advisers
Two Sigma Advisers
New York
$19.7M -$18.6M 6 0.06% Reduced
123
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$19.6M +$20M 2 0.07% New
124
MAM
Myriad Asset Management
Hong Kong
$19.5M +$17.8M 2 1.45% New
125
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$19.5M -$647K 4 0.15% Reduced