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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
Legal & General Group
Legal & General Group
United Kingdom
$29.2M +$7.19M 9 0.02% Increased
102
Glenmede Trust
Glenmede Trust
Pennsylvania
$29M +$26.9M 8 0.13% Increased
103
DCM
Divisar Capital Management
California
$28.3M +$3.9M 3 9.64% Increased
104
Credit Suisse
Credit Suisse
Switzerland
$28M +$8.44M 8 0.02% Increased
105
Swiss National Bank
Swiss National Bank
Switzerland
$27.5M +$1.6M 7 0.03% Increased
106
Balyasny Asset Management
Balyasny Asset Management
Illinois
$27.3M -$625K 4 0.17% Reduced
107
AIG
American International Group
New York
$25.3M -$3.77M 8 0.1% Reduced
108
Stifel Financial
Stifel Financial
Missouri
$25.2M +$5.73M 6 0.06% Increased
109
Squarepoint
Squarepoint
New York
$25.1M +$17.9M 5 0.24% Increased
110
PWLP
Prio Wealth Limited Partnership
Massachusetts
$24.5M +$1.37M 1 1.13% Increased
111
Hood River Capital Management
Hood River Capital Management
Florida
$24.4M -$1.26M 1 1.15% Reduced
112
Guggenheim Capital
Guggenheim Capital
Illinois
$24.3M +$3.13M 5 0.2% Increased
113
AAM
AO Asset Management
New York
$24.2M +$4.76M 1 2.49% Increased
114
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$23.5M +$1.28M 8 0.05% Increased
115
California Public Employees Retirement System
California Public Employees Retirement System
California
$22.8M -$4.28M 8 0.03% Reduced
116
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$22.7M +$4.74M 1 0.19% Increased
117
Fisher Asset Management
Fisher Asset Management
Washington
$22.6M +$4.69M 3 0.03% Increased
118
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$22.6M -$2.52M 1 0.97% Reduced
119
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$22.6M -$14.5M 3 0.02% Reduced
120
ECP
Elk Creek Partners
Colorado
$22.2M -$589K 2 1.66% Reduced
121
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.5M -$3.52M 8 0.03% Reduced
122
Mutual of America Capital Management
Mutual of America Capital Management
New York
$21.4M -$2.45M 5 0.3% Reduced
123
Alphinity Investment Management
Alphinity Investment Management
Australia
$21.3M +$5.19M 1 2.64% Increased
124
SEI Investments
SEI Investments
Pennsylvania
$21.1M -$776K 6 0.07% Reduced
125
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$20.8M -$349K 5 0.05% Reduced