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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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$20.5M +$11.7M 5 0.11% Increased
102
Westfield Capital Management
Westfield Capital Management
Massachusetts
$20.5M +$24M 1 0.17% New
103
DCM
Divisar Capital Management
California
$20.5M +$3.94M 3 6.75% Increased
104
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$20.2M -$4.73M 1 0.05% Reduced
105
NPIC
Neumeier Poma Investment Counsel
California
$20.1M +$23.6M 1 1.91% New
106
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20M +$3.74M 5 0.33% Increased
107
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$19.6M +$11M 4 0.02% Increased
108
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$19.3M +$1.47M 8 0.04% Increased
109
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$19M +$15.2M 2 1.87% Increased
110
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.8M +$16.6M 6 0.14% Increased
111
Polar Capital
Polar Capital
United Kingdom
$18.8M +$694K 1 0.2% Increased
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$17.9M +$357K 5 0.05% Increased
113
William Blair Investment Management
William Blair Investment Management
Illinois
$17.7M +$242K 1 0.09% Increased
114
Stifel Financial
Stifel Financial
Missouri
$17.6M +$12.5M 6 0.06% Increased
115
MAP
Managed Asset Portfolios
Michigan
$17.4M -$13.9M 2 4.99% Reduced
116
Legal & General Group
Legal & General Group
United Kingdom
$17.1M +$2.24M 9 0.01% Increased
117
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$17.1M +$2.74M 3 0.06% Increased
118
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$16.4M +$961K 1 2.03% Increased
119
Marshall Wace
Marshall Wace
United Kingdom
$16.3M +$16M 4 0.17% Increased
120
Raymond James & Associates
Raymond James & Associates
Florida
$16M +$164K 6 0.03% Increased
121
First Trust Advisors
First Trust Advisors
Illinois
$15.8M -$645K 5 0.04% Reduced
122
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15.6M +$1.5M 2 0.04% Increased
123
NGM
North Growth Management
British Columbia, Canada
$15.6M -$717K 2 4.36% Reduced
124
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$15.6M +$11.2M 3 0.58% Increased
125
SEI Investments
SEI Investments
Pennsylvania
$15.5M +$543K 6 0.06% Increased