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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
Citigroup
Citigroup
New York
$33.9M -$866K 9 0.02% Reduced
127
VOYA Investment Management
VOYA Investment Management
Georgia
$32.9M -$2.65M 8 0.07% Reduced
128
Aperio Group
Aperio Group
California
$32.5M -$4.16M 6 0.1% Reduced
129
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$32.4M +$504K 6 0.07% Increased
130
SM
Senvest Management
New York
$32.2M +$27.1M 1 1.26% New
131
Ariel Investments
Ariel Investments
Illinois
$32.1M -$24.9M 1 0.36% Reduced
132
Brown Advisory
Brown Advisory
Maryland
$31.6M +$23.6M 1 0.06% Increased
133
NCGI
Next Century Growth Investors
Minnesota
$30.6M -$597K 1 2.58% Reduced
134
Point72 Asset Management
Point72 Asset Management
Connecticut
$29.9M +$7.6M 1 0.15% Increased
135
Panagora Asset Management
Panagora Asset Management
Massachusetts
$29.7M +$12M 4 0.18% Increased
136
FSCM
Front Street Capital Management
Montana
$29.4M -$1.08M 3 6.44% Reduced
137
Two Sigma Advisers
Two Sigma Advisers
New York
$28.8M -$6.73M 6 0.08% Reduced
138
AQR Capital Management
AQR Capital Management
Connecticut
$28.7M -$29M 6 0.05% Reduced
139
Becker Capital Management
Becker Capital Management
Oregon
$28.6M +$315K 1 1.41% Increased
140
ACM
Analog Century Management
New York
$28.5M +$23.6M 4 17.21% New
141
PEAK6 Investments
PEAK6 Investments
Illinois
$28.4M +$20.7M 5 0.06% Increased
142
NPIC
Neumeier Poma Investment Counsel
California
$28.4M +$6.24M 1 1.89% Increased
143
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$28.1M +$2.82M 7 0.37% Increased
144
Voloridge Investment Management
Voloridge Investment Management
Florida
$28.1M +$14M 4 0.24% Increased
145
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$27.9M -$10.8M 2 0.26% Reduced
146
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$27.8M -$8.34M 5 0.37% Reduced
147
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$27.4M +$6.64M 4 0.5% Increased
148
SGAM
Smith Group Asset Management
Texas
$26.2M +$20.1M 2 1.52% Increased
149
Stifel Financial
Stifel Financial
Missouri
$26.1M +$2.14M 7 0.05% Increased
150
Needham Investment Management
Needham Investment Management
New York
$25.9M -$2.89M 3 4.34% Reduced
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