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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
126
Lazard Asset Management
Lazard Asset Management
New York
$16.6M -$667K 1 0.03% Reduced
127
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$16.5M +$667K 3 0.05% Increased
128
Raymond James & Associates
Raymond James & Associates
Florida
$16.4M -$48.2K 7 0.03% Reduced
129
PIMJS
PKO Investment Management Joint-Stock
Poland
$16.4M +$13.4M 1 3.67% New
130
MAP
Managed Asset Portfolios
Michigan
$16.4M +$6.45M 2 5.26% Increased
131
Comerica Bank
Comerica Bank
Texas
$16.3M +$2.17M 7 0.12% Increased
132
AIG
American International Group
New York
$16.2M -$1.49M 8 0.06% Reduced
133
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.2M -$4.46M 9 0.02% Reduced
134
AIC
AWM Investment Company
New York
$16M $0 1 3.09% Maintained
135
HI
Honeywell International
North Carolina
$15.5M -$8.25M 1 0.91% Reduced
136
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$15.2M -$2.3M 1 0.08% Reduced
137
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$15.2M -$2.92M 3 0.52% Reduced
138
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$15.2M -$3.86M 1 0.25% Reduced
139
BA
Broadview Advisors
Wisconsin
$15.1M -$2.52M 1 2.48% Reduced
140
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15M -$21.7M 2 0.03% Reduced
141
Mutual of America Capital Management
Mutual of America Capital Management
New York
$14.5M +$21.4K 4 0.22% Increased
142
Arizona State Retirement System
Arizona State Retirement System
Arizona
$14.3M -$816K 5 0.14% Reduced
143
American Century Companies
American Century Companies
Missouri
$14.2M -$936K 2 0.01% Reduced
144
ICOM
Investment Counselors of Maryland
Maryland
$14.2M +$17.6M 1 0.72% New
145
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$14.2M +$270K 3 0.45% Increased
146
Aperio Group
Aperio Group
California
$14.1M +$4.23M 5 0.07% Increased
147
YCM
Yiheng Capital Management
California
$14M +$21.7M 1 2.86% New
148
ARM
Adirondack Research & Management
New York
$13.8M +$7.92M 3 5.55% Increased
149
JCM
Janney Capital Management
Pennsylvania
$13.8M +$1.55M 2 0.6% Increased
150
GW&K Investment Management
GW&K Investment Management
Massachusetts
$13.4M +$1.14M 1 0.23% Increased