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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
AIG
American International Group
New York
$50M -$265K 8 0.19% Reduced
102
YCM
Yiheng Capital Management
California
$49.8M -$13.8M 1 2.29% Reduced
103
TSAM
Trinity Street Asset Management
United Kingdom
$49.6M +$1.69K 1 4.66% Increased
104
SP
Summit Partners
Massachusetts
$48.9M +$36.5M 1 10.01% Increased
105
Legal & General Group
Legal & General Group
United Kingdom
$47.4M -$2.44M 8 0.02% Reduced
106
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$46.8M +$582K 8 0.07% Increased
107
DCM
Divisar Capital Management
California
$45.8M -$24.3M 3 14.03% Reduced
108
Mutual of America Capital Management
Mutual of America Capital Management
New York
$45.5M -$313K 5 0.52% Reduced
109
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$45.3M +$1.76M 1 0.12% Increased
110
SIM
Sadoff Investment Management
Wisconsin
$45M +$577K 1 3.53% Increased
111
Lazard Asset Management
Lazard Asset Management
New York
$42.9M +$7.38M 5 0.05% Increased
112
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$42.2M -$2.9M 5 0.42% Reduced
113
Alphinity Investment Management
Alphinity Investment Management
Australia
$41.5M +$428K 1 3.48% Increased
114
Primecap Management
Primecap Management
California
$41.4M -$12.3M 3 0.03% Reduced
115
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$40.5M -$5.87M 5 0.09% Reduced
116
Federated Hermes
Federated Hermes
Pennsylvania
$39.8M +$7.91M 5 0.08% Increased
117
SEI Investments
SEI Investments
Pennsylvania
$39.5M -$4.02M 7 0.1% Reduced
118
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$37.9M -$912K 6 0% Reduced
119
Citadel Advisors
Citadel Advisors
Florida
$36.8M -$114M 8 0.01% Reduced
120
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.4M +$23M 4 0.2% Increased
121
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$35.9M +$12.8M 3 0.69% Increased
122
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.8M -$1.66M 8 0.03% Reduced
123
Natixis Advisors
Natixis Advisors
Massachusetts
$35.6M +$13M 5 0.2% Increased
124
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$34.3M +$4.42M 2 1.4% Increased
125
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$34.3M +$26.7M 1 0.62% New