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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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$33.3M +$472K 8 0.04% Increased
102
Tocqueville Asset Management
Tocqueville Asset Management
New York
$33M +$1.44M 4 0.49% Increased
103
Legal & General Group
Legal & General Group
United Kingdom
$33M +$1.39M 9 0.02% Increased
104
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$32.9M +$849K 3 0.27% Increased
105
Barclays
Barclays
United Kingdom
$32.8M +$8.76M 9 0.02% Increased
106
Credit Suisse
Credit Suisse
Switzerland
$32.5M +$13.9M 9 0.02% Increased
107
Squarepoint
Squarepoint
New York
$32.1M +$116K 8 0.19% Increased
108
SCM
Shapiro Capital Management
Georgia
$31.7M -$122K 1 0.67% Reduced
109
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$30.8M +$7.79M 1 0.05% Increased
110
Mutual of America Capital Management
Mutual of America Capital Management
New York
$30.3M +$1.95M 6 0.39% Increased
111
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$29.8M -$462K 8 0.05% Reduced
112
TSAM
Trinity Street Asset Management
United Kingdom
$29.4M -$4.68M 1 3.99% Reduced
113
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.4M -$1.43M 8 0.03% Reduced
114
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$29.3M +$8.19M 7 0.54% Increased
115
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$28.9M +$5.25M 2 0.07% Increased
116
CGM
Capital Growth Management
Massachusetts
$28.6M +$30.3M 1 2.31% New
117
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$27.9M +$12.1M 1 0.49% Increased
118
Jane Street
Jane Street
New York
$27.6M +$23.9M 6 0.04% Increased
119
Mariner
Mariner
Kansas
$27.4M +$25.5M 2 0.28% Increased
120
APG Asset Management
APG Asset Management
Netherlands
$27.3M -$40.7M 1 0.04% Reduced
121
ECP
Elk Creek Partners
Colorado
$26.9M -$11.4M 2 3.09% Reduced
122
Lazard Asset Management
Lazard Asset Management
New York
$25.9M +$3.91M 1 0.04% Increased
123
Advisors Capital Management
Advisors Capital Management
New Jersey
$25.9M -$14.8M 3 1.21% Reduced
124
Aperio Group
Aperio Group
California
$25.6M -$3.39M 6 0.09% Reduced
125
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$25.4M -$17.5M 1 0.35% Reduced