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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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.7M +$2.14M 3 0.55% Increased
102
Legal & General Group
Legal & General Group
United Kingdom
$41.3M +$2.86M 8 0.02% Increased
103
Emerald Advisers
Emerald Advisers
Pennsylvania
$40.9M -$34.9M 3 1.78% Reduced
104
NGM
North Growth Management
British Columbia, Canada
$40.7M -$3.71M 2 9.76% Reduced
105
Alphinity Investment Management
Alphinity Investment Management
Australia
$40.5M +$3.14M 1 4.56% Increased
106
SEI Investments
SEI Investments
Pennsylvania
$40.3M +$367K 7 0.12% Increased
107
AIG
American International Group
New York
$39.6M -$4.92M 8 0.19% Reduced
108
Aperio Group
Aperio Group
California
$38.4M +$3.27M 6 0.14% Increased
109
Raymond James & Associates
Raymond James & Associates
Florida
$38.4M +$5.46M 7 0.05% Increased
110
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$37.2M +$9.45M 1 3.92% Increased
111
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$36.2M +$952K 8 0.06% Increased
112
Mariner
Mariner
Kansas
$35.7M -$39.8K 2 0.36% Reduced
113
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$35.6M +$7.66M 2 0.59% Increased
114
Lazard Asset Management
Lazard Asset Management
New York
$35.1M -$377K 2 0.05% Reduced
115
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$34.6M -$20.7M 2 1.64% Reduced
116
Two Sigma Investments
Two Sigma Investments
New York
$34.5M +$6.75M 7 0.17% Increased
117
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$34.3M +$4.31M 5 0.09% Increased
118
Mutual of America Capital Management
Mutual of America Capital Management
New York
$33.5M -$2.74M 6 0.47% Reduced
119
Alyeska Investment Group
Alyeska Investment Group
Illinois
$33.4M +$27.7M 2 0.51% Increased
120
Guggenheim Capital
Guggenheim Capital
Illinois
$33.1M -$7.22M 5 0.26% Reduced
121
Natixis Advisors
Natixis Advisors
Massachusetts
$32.8M +$19.6M 4 0.22% Increased
122
NSLI
Nan Shan Life Insurance
Taiwan
$32.7M +$5.31M 1 0.99% Increased
123
NPIC
Neumeier Poma Investment Counsel
California
$32M -$12.4M 1 2.88% Reduced
124
Jane Street
Jane Street
New York
$31.9M +$16.4M 8 0.02% Increased
125
Point72 Asset Management
Point72 Asset Management
Connecticut
$31.8M +$25.8M 3 0.21% Increased