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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
Voloridge Investment Management
Voloridge Investment Management
Florida
$122M -$31M 3 0.41% Reduced
102
Wells Fargo
Wells Fargo
California
$122M -$4.09M 10 0.02% Reduced
103
Envestnet Asset Management
Envestnet Asset Management
Illinois
$119M -$18.5M 8 0.03% Reduced
104
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$116M +$56.2M 6 0.37% Increased
105
Penserra Capital Management
Penserra Capital Management
California
$115M +$5.12M 5 1.38% Increased
106
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$110M -$5.29M 4 0.13% Reduced
107
Russell Investments Group
Russell Investments Group
United Kingdom
$108M +$4.15M 8 0.12% Increased
108
LPL Financial
LPL Financial
California
$107M +$9.92M 10 0.03% Increased
109
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$107M -$30.2M 2 0.51% Reduced
110
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$106M -$24.4M 7 0.14% Reduced
111
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$106M -$24.7M 4 5.46% Reduced
112
Primecap Management
Primecap Management
California
$103M -$17.4M 2 0.08% Reduced
113
Jennison Associates
Jennison Associates
New York
$103M -$17.4M 3 0.06% Reduced
114
OCMH
Oxbow Capital Management (HK)
Hong Kong
$100M -$41.7M 1 17.54% Reduced
115
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$100M -$20.7M 5 3.59% Reduced
116
LMR Partners
LMR Partners
United Kingdom
$97.2M +$25.9M 6 0.43% Increased
117
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$95.9M +$8.64M 5 0.19% Increased
118
1832 Asset Management
1832 Asset Management
Ontario, Canada
$95.5M -$14.8M 1 0.08% Reduced
119
NGM
North Growth Management
British Columbia, Canada
$93.7M -$21.2M 3 16.31% Reduced
120
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$91.9M -$20.1K 7 0.52% Reduced
121
AXA Investment Managers
AXA Investment Managers
France
$91.7M +$70.9M 3 0.25% New
122
Oaktree Capital Management
Oaktree Capital Management
California
$90.2M $0 1 1.39% Maintained
123
Natixis Advisors
Natixis Advisors
Massachusetts
$84.4M -$11.4M 6 0.12% Reduced
124
Robeco Schweiz
Robeco Schweiz
Switzerland
$83.8M -$19.1M 2 1.88% Reduced
125
Folketrygdfondet
Folketrygdfondet
Norway
$83.6M +$31.4M 1 1.96% Increased