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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
AIG
American International Group
New York
$28.8M -$350K 8 0.11% Reduced
102
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$28.7M +$298K 2 0.14% Increased
103
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$28.5M -$83.5K 1 1.26% Reduced
104
Westfield Capital Management
Westfield Capital Management
Massachusetts
$27.8M +$262K 3 0.21% Increased
105
Hood River Capital Management
Hood River Capital Management
Florida
$27.2M +$6.32M 1 1.37% Increased
106
California Public Employees Retirement System
California Public Employees Retirement System
California
$27.1M -$268K 8 0.03% Reduced
107
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$27M -$6.95M 1 0.34% Reduced
108
PWLP
Prio Wealth Limited Partnership
Massachusetts
$26.5M +$28.4M 1 1.24% New
109
Swiss National Bank
Swiss National Bank
Switzerland
$25.8M +$881K 7 0.03% Increased
110
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.8M -$180K 7 0.03% Reduced
111
RB
Rodgers Brothers
Pennsylvania
$24.4M -$2.58M 1 6.95% Reduced
112
Prudential Financial
Prudential Financial
New Jersey
$24M +$9.42M 6 0.04% Increased
113
Mutual of America Capital Management
Mutual of America Capital Management
New York
$23.8M -$106K 5 0.35% Reduced
114
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$23.8M +$11.2M 5 0.59% Increased
115
Frontier Capital Management
Frontier Capital Management
Massachusetts
$23.7M -$10.7M 1 0.17% Reduced
116
Barclays
Barclays
United Kingdom
$23.4M +$5.98M 9 0.02% Increased
117
Guggenheim Capital
Guggenheim Capital
Illinois
$22.7M +$11.8M 5 0.18% Increased
118
Raymond James & Associates
Raymond James & Associates
Florida
$22.6M +$3.65M 7 0.03% Increased
119
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$22.3M -$350K 8 0.05% Reduced
120
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$22.2M -$907K 1 0.05% Reduced
121
SG Americas Securities
SG Americas Securities
New York
$21.8M +$14.1M 6 0.2% Increased
122
SEI Investments
SEI Investments
Pennsylvania
$21.7M +$4.88M 6 0.07% Increased
123
Two Sigma Investments
Two Sigma Investments
New York
$21.7M -$2.62M 5 0.07% Reduced
124
Legal & General Group
Legal & General Group
United Kingdom
$21.2M +$1.37M 9 0.01% Increased
125
ACB
Aristotle Capital Boston
Massachusetts
$20.9M +$12.1M 2 0.7% Increased