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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
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$40.8M -$2.76M 2 0.97% Reduced
127
Glenmede Trust
Glenmede Trust
Pennsylvania
$40.7M -$402K 3 0.2% Reduced
128
AQR Capital Management
AQR Capital Management
Connecticut
$40.6M +$12.6M 6 0.08% Increased
129
Bank of Montreal
Bank of Montreal
Ontario, Canada
$40M -$37.2M 6 0.02% Reduced
130
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.9M +$6.31M 8 0.03% Increased
131
Advisors Capital Management
Advisors Capital Management
New Jersey
$39.7M +$697K 3 1.09% Increased
132
Hood River Capital Management
Hood River Capital Management
Florida
$39.6M +$39.6M 2 1.32% New
133
Magnetar Financial
Magnetar Financial
Illinois
$39.4M -$528K 1 0.42% Reduced
134
AL
Arnhold LLC
New York
$38.8M -$493K 2 4.37% Reduced
135
Mutual of America Capital Management
Mutual of America Capital Management
New York
$38.6M -$1.93M 4 0.41% Reduced
136
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$38M +$1.2M 11 0.01% Increased
137
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$38M -$4.16M 8 0.05% Reduced
138
Scout Investments
Scout Investments
Missouri
$37.8M -$9.16M 3 0.61% Reduced
139
BCAM
Boston Common Asset Management
Massachusetts
$37.2M -$4.32M 1 1.61% Reduced
140
SC
Shellback Capital
Massachusetts
$36M +$3.25M 2 4.77% Increased
141
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$35.7M -$3.13M 2 1.2% Reduced
142
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$35M -$319K 4 0.07% Reduced
143
Royce & Associates
Royce & Associates
New York
$34.9M +$4.09M 4 0.3% Increased
144
LPL Financial
LPL Financial
California
$33.9M -$1.99M 6 0.03% Reduced
145
TAL
TIG Advisors LLC
New York
$33M +$11.2M 2 1.29% Increased
146
Select Equity Group
Select Equity Group
New York
$32.9M -$16.8M 1 0.11% Reduced
147
AAM
Alpine Associates Management
Florida
$32.6M +$234K 1 1.4% Increased
148
Russell Investments Group
Russell Investments Group
United Kingdom
$32.5M -$8.2M 8 0.06% Reduced
149
NPIC
Neumeier Poma Investment Counsel
California
$32.4M -$2.88M 1 2.18% Reduced
150
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$32.1M -$47.2M 13 0.01% Reduced