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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
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$27.9M +$111K 1 1.23% Increased
102
AIG
American International Group
New York
$26.9M +$316K 8 0.09% Increased
103
California Public Employees Retirement System
California Public Employees Retirement System
California
$26.7M -$2.67M 8 0.03% Reduced
104
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$26.5M +$3.5M 2 0.13% Increased
105
Alyeska Investment Group
Alyeska Investment Group
Illinois
$26.2M +$1.73M 1 0.29% Increased
106
Polar Capital
Polar Capital
United Kingdom
$26M +$956K 1 0.22% Increased
107
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25.6M -$11M 7 0.01% Reduced
108
SG Americas Securities
SG Americas Securities
New York
$25.2M +$11.4M 7 0.19% Increased
109
Swiss National Bank
Swiss National Bank
Switzerland
$25.1M $0 7 0.03% Maintained
110
CMG
Cavalry Management Group
California
$22.9M +$7.92M 1 6.47% Increased
111
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$22.6M -$7.39K 8 0.04% Reduced
112
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$22.5M +$1.25M 1 1.12% Increased
113
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$22.1M -$500K 5 0.05% Reduced
114
Raymond James & Associates
Raymond James & Associates
Florida
$21M +$3.01M 7 0.03% Increased
115
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20.9M +$805K 5 0.3% Increased
116
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$20.9M +$18.8K 2 0.1% Increased
117
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$20.9M +$1.68M 2 0.33% Increased
118
Guggenheim Capital
Guggenheim Capital
Illinois
$20.5M +$142K 8 0.13% Increased
119
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$20.2M -$10.4M 4 0.29% Reduced
120
AIC
AWM Investment Company
New York
$19.7M $0 1 3.25% Maintained
121
Legal & General Group
Legal & General Group
United Kingdom
$19.2M +$995K 9 0.01% Increased
122
RHJA
Rice Hall James & Associates
California
$18.9M +$5.4M 2 0.68% Increased
123
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$18.9M -$7.58M 3 0.5% Reduced
124
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$18.7M -$4.43M 3 0.36% Reduced
125
First Trust Advisors
First Trust Advisors
Illinois
$18.5M +$3.7M 6 0.03% Increased