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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$29.7M +$548K 8 0.04% Increased
102
Guggenheim Capital
Guggenheim Capital
Illinois
$28.5M +$3.11M 9 0.07% Increased
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$28.4M +$806K 8 0.06% Increased
104
UBS Group
UBS Group
Switzerland
$27.6M +$7.69M 9 0.01% Increased
105
Tocqueville Asset Management
Tocqueville Asset Management
New York
$27.5M +$3.85M 3 0.32% Increased
106
NFA
Nationwide Fund Advisors
Ohio
$27.5M -$1.33M 9 0.11% Reduced
107
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$27.3M +$1.58M 2 0.3% Increased
108
Becker Capital Management
Becker Capital Management
Oregon
$27.2M +$29.6M 1 0.93% New
109
CRCP
Copper Rock Capital Partners
Massachusetts
$27.2M -$14.6M 1 1.82% Reduced
110
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$26.4M -$3.36M 8 0.03% Reduced
111
GIP
Granite Investment Partners
California
$25.9M +$1.51M 2 1.61% Increased
112
Masters Capital Management
Masters Capital Management
Georgia
$24.8M +$14.6M 2 0.58% Increased
113
William Blair Investment Management
William Blair Investment Management
Illinois
$24.7M +$3.9M 1 0.09% Increased
114
Prudential Financial
Prudential Financial
New Jersey
$24.3M +$3.9M 6 0.03% Increased
115
TCM
Trafelet Capital Management
New York
$24.3M +$17.2M 1 17.77% Increased
116
Swiss National Bank
Swiss National Bank
Switzerland
$24M +$298K 8 0.03% Increased
117
Lazard Asset Management
Lazard Asset Management
New York
$23.6M -$11.7M 3 0.04% Reduced
118
Two Sigma Investments
Two Sigma Investments
New York
$23.4M +$19.3M 3 0.08% Increased
119
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$23.3M -$2.6M 8 0.05% Reduced
120
AAM
AO Asset Management
New York
$22.5M +$10.8M 1 4.75% Increased
121
Walleye Trading
Walleye Trading
New York
$22.5M -$13.9M 7 0.11% Reduced
122
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$22.3M +$9.02M 4 0.43% Increased
123
GCP
Garelick Capital Partners
Massachusetts
$21.7M +$3.3M 1 4.44% Increased
124
TCM
Tygh Capital Management
Oregon
$21.6M +$3.8M 2 4.32% Increased
125
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$21.5M -$32.1K 5 0.05% Reduced
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