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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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40.2M -$198M 8 0.01% Reduced
102
Fisher Asset Management
Fisher Asset Management
Washington
$39.4M -$677K 1 0.02% Reduced
103
Balyasny Asset Management
Balyasny Asset Management
Illinois
$39.1M -$71.2M 6 0.09% Reduced
104
Kennedy Capital Management
Kennedy Capital Management
Missouri
$38.9M +$1.13M 6 0.91% Increased
105
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$38.1M -$20.6M 3 0.77% Reduced
106
Scout Investments
Scout Investments
Missouri
$35.8M +$16M 3 0.73% Increased
107
UBS AM
UBS AM
Illinois
$35.6M $0 8 0.02% Maintained
108
Royce & Associates
Royce & Associates
New York
$35.5M +$2.28M 5 0.35% Increased
109
AIG
American International Group
New York
$35M -$522K 8 0.21% Reduced
110
Giverny Capital
Giverny Capital
Quebec, Canada
$35M +$1.81M 2 1.84% Increased
111
Capital International Investors
Capital International Investors
California
$34.7M -$357K 1 0.01% Reduced
112
Credit Suisse
Credit Suisse
Switzerland
$34.5M -$2.51M 9 0.03% Reduced
113
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.3M +$7.31M 12 0.01% Increased
114
DnB Asset Management
DnB Asset Management
Norway
$32.7M +$3.1M 1 0.19% Increased
115
Two Sigma Advisers
Two Sigma Advisers
New York
$31.8M -$11.8M 5 0.08% Reduced
116
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$31.1M -$4.5M 3 0.33% Reduced
117
TimesSquare Capital Management
TimesSquare Capital Management
New York
$31M -$609K 1 0.44% Reduced
118
Barclays
Barclays
United Kingdom
$30.9M +$17.1M 10 0.02% Increased
119
AL
Arnhold LLC
New York
$30.7M -$1.16M 2 3.48% Reduced
120
MPMG
Minneapolis Portfolio Management Group
Minnesota
$30.2M +$6.94M 1 4% Increased
121
PHK
Point72 Hong Kong
Hong Kong
$30.2M +$17.3M 2 7.55% Increased
122
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$30.2M -$286K 8 0.04% Reduced
123
California Public Employees Retirement System
California Public Employees Retirement System
California
$29.6M -$1.97M 3 0.03% Reduced
124
Lazard Asset Management
Lazard Asset Management
New York
$29.5M -$629K 5 0.04% Reduced
125
FFM
FengHe Fund Management
Singapore
$27.6M +$20.1M 1 5.45% New