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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
$35.6M +$2.1M 8 0.02% Increased
102
GW&K Investment Management
GW&K Investment Management
Massachusetts
$35.1M +$6.32M 1 0.46% Increased
103
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$34.8M +$9.05M 6 0.09% Increased
104
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.4M -$26.9M 1 0.11% Reduced
105
AIG
American International Group
New York
$33.9M +$898K 8 0.16% Increased
106
GF
Greenhouse Funds
Maryland
$33.6M -$15.7M 1 5.11% Reduced
107
SIM
Sadoff Investment Management
Wisconsin
$33.3M -$1.01M 1 2.95% Reduced
108
Penserra Capital Management
Penserra Capital Management
California
$32.6M +$8.88M 8 1.24% Increased
109
Alphinity Investment Management
Alphinity Investment Management
Australia
$32.5M -$5.37M 1 3.16% Reduced
110
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$32.1M +$8.27M 5 0.36% Increased
111
UBS AM
UBS AM
Illinois
$32.1M +$7.54M 7 0.02% Increased
112
Mariner
Mariner
Kansas
$32M +$1.43M 2 0.3% Increased
113
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$31.7M +$1.33M 8 0.05% Increased
114
SIS
Susquehanna International Securities
Ireland
$30.8M +$21.7M 1 16.25% Increased
115
Aperio Group
Aperio Group
California
$30.5M -$482K 6 0.1% Reduced
116
SEI Investments
SEI Investments
Pennsylvania
$30.3M -$6.08M 7 0.09% Reduced
117
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$29.9M +$1.05M 5 0.31% Increased
118
Mutual of America Capital Management
Mutual of America Capital Management
New York
$29.8M +$1.48M 5 0.4% Increased
119
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$29.3M +$16.5M 6 0% Increased
120
Prudential Financial
Prudential Financial
New Jersey
$28.9M -$12.5M 9 0.05% Reduced
121
SHCM
Shelter Haven Capital Management
New Jersey
$28.4M +$31.3M 1 12.57% New
122
Franklin Resources
Franklin Resources
California
$28.1M +$16.9M 2 0.01% Increased
123
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$28M -$12.1M 3 0.35% Reduced
124
VOYA Investment Management
VOYA Investment Management
Georgia
$26.6M -$1.17M 7 0.06% Reduced
125
Clal Insurance
Clal Insurance
Israel
$26.4M +$35M 1 0.45% New