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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$26.4M +$1.1M 5 0.04% Increased
102
Tocqueville Asset Management
Tocqueville Asset Management
New York
$26.4M -$14.3M 4 0.34% Reduced
103
DCM
Divisar Capital Management
California
$26.1M +$5.34M 2 8.92% Increased
104
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$25.8M -$3.95M 5 0.13% Reduced
105
SG Americas Securities
SG Americas Securities
New York
$24M +$15.9M 7 0.19% Increased
106
ACPU
Arrowgrass Capital Partners (US)
Delaware
$23.6M +$3.44M 1 0.81% Increased
107
Swiss National Bank
Swiss National Bank
Switzerland
$23.4M +$602K 7 0.03% Increased
108
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$23.3M -$12.5M 4 0.39% Reduced
109
CC
Carlson Capital
Texas
$22.9M -$18M 1 0.35% Reduced
110
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$22.4M +$456K 5 0.05% Increased
111
OMC
Overbrook Management Corp
New York
$22.2M -$480K 1 4.59% Reduced
112
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$21.1M -$677K 8 0.05% Reduced
113
Legal & General Group
Legal & General Group
United Kingdom
$21M +$975K 9 0.02% Increased
114
Point72 Asset Management
Point72 Asset Management
Connecticut
$20.5M -$19.2M 2 0.09% Reduced
115
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$20M +$11.2M 2 0.34% Increased
116
TCW Group
TCW Group
California
$19.7M +$2.87M 1 0.16% Increased
117
FA
Friess Associates
Delaware
$19.4M +$17.6M 1 1.58% New
118
Jane Street
Jane Street
New York
$19.3M +$13M 7 0.05% Increased
119
ECP
Elk Creek Partners
Colorado
$18.9M -$1.25M 1 1.11% Reduced
120
GIP
Granite Investment Partners
California
$18.4M +$7.64M 2 1.23% Increased
121
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$18.2M +$12.8K 2 0.12% Increased
122
Barclays
Barclays
United Kingdom
$17.8M +$7.51M 9 0.01% Increased
123
WBC
Westpac Banking Corp
Australia
$17.3M -$49.6K 2 0.34% Reduced
124
Prudential Financial
Prudential Financial
New Jersey
$16.8M -$3.8M 6 0.03% Reduced
125
NGM
North Growth Management
British Columbia, Canada
$16.8M +$7.68M 2 4.33% Increased