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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
Becker Capital Management
Becker Capital Management
Oregon
$30.2M -$4.24M 1 1.84% Reduced
102
Prudential Financial
Prudential Financial
New Jersey
$30.1M -$8.54M 7 0.07% Reduced
103
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$29.6M +$338K 8 0.04% Increased
104
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$29.2M +$2.85M 3 0.69% Increased
105
Legal & General Group
Legal & General Group
United Kingdom
$28.6M -$1.3M 8 0.02% Reduced
106
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.4M -$5.1M 9 0.01% Reduced
107
SEI Investments
SEI Investments
Pennsylvania
$28.1M -$1.02M 7 0.1% Reduced
108
Credit Suisse
Credit Suisse
Switzerland
$28M -$844K 7 0.02% Reduced
109
GF
Greenhouse Funds
Maryland
$27.5M +$4.69M 1 6.69% Increased
110
Mutual of America Capital Management
Mutual of America Capital Management
New York
$27.2M -$62.1K 6 0.46% Reduced
111
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.2M +$868K 8 0.03% Increased
112
Millennium Management
Millennium Management
New York
$26.7M -$22.6M 7 0.06% Reduced
113
Lazard Asset Management
Lazard Asset Management
New York
$26.5M +$2.43M 2 0.05% Increased
114
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$26.4M +$249K 8 0.06% Increased
115
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$26.1M +$20.3M 4 0.05% Increased
116
Raymond James & Associates
Raymond James & Associates
Florida
$25.7M +$4.22M 6 0.04% Increased
117
Aperio Group
Aperio Group
California
$25.4M +$2.69M 6 0.11% Increased
118
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$25M -$756K 2 0.42% Reduced
119
IAM
Iridian Asset Management
Connecticut
$24.5M -$17.4M 1 0.59% Reduced
120
NSLI
Nan Shan Life Insurance
Taiwan
$24.4M +$19M 1 0.89% Increased
121
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$23.3M +$174K 1 0.36% Increased
122
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$22.5M -$6.48M 3 0.25% Reduced
123
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$22.3M +$10.5M 5 0.07% Increased
124
Mariner
Mariner
Kansas
$21.6M -$1.78M 2 0.27% Reduced
125
Two Sigma Investments
Two Sigma Investments
New York
$21.6M -$11.1M 5 0.18% Reduced