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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
Voloridge Investment Management
Voloridge Investment Management
Florida
$30.5M +$27.3M 3 0.15% Increased
127
Marshall Wace
Marshall Wace
United Kingdom
$30.5M -$13.2M 4 0.06% Reduced
128
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$30.4M -$78.9K 8 0.05% Reduced
129
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$29.6M +$20.7M 5 0.13% Increased
130
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$29.3M +$832K 3 0.85% Increased
131
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.9M -$996K 11 0.01% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$28.5M -$2.52M 8 0.09% Reduced
133
Needham Investment Management
Needham Investment Management
New York
$27.6M -$5.56M 3 4.77% Reduced
134
LPL Financial
LPL Financial
California
$26.5M +$54.8K 8 0.02% Increased
135
AL
Arnhold LLC
New York
$26.3M +$3.18M 2 2.98% Increased
136
Jennison Associates
Jennison Associates
New York
$26.1M +$86.1K 1 0.02% Increased
137
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$25.3M -$4.54M 6 0.15% Reduced
138
Becker Capital Management
Becker Capital Management
Oregon
$24.5M -$546K 1 0.97% Reduced
139
GGHC
Gilder Gagnon Howe & Co
New York
$24M -$374K 2 0.4% Reduced
140
Raymond James & Associates
Raymond James & Associates
Florida
$23.9M +$5.52M 8 0.02% Increased
141
Guggenheim Capital
Guggenheim Capital
Illinois
$23.5M -$4M 6 0.2% Reduced
142
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.5M +$9.73M 12 0.01% Increased
143
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$23.5M +$149K 5 0.06% Increased
144
LI
Leeward Investments
Massachusetts
$23.2M +$1.82M 2 1.06% Increased
145
Stonegate Investment Group
Stonegate Investment Group
Alabama
$23.1M -$5.84M 1 0.87% Reduced
146
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$23M -$37.5K 1 0.14% Reduced
147
Mutual of America Capital Management
Mutual of America Capital Management
New York
$22.3M -$808K 6 0.27% Reduced
148
Citigroup
Citigroup
New York
$22.1M +$1.22M 11 0.02% Increased
149
Canada Life
Canada Life
Manitoba, Canada
$21.8M +$2.23M 4 0.05% Increased
150
Westfield Capital Management
Westfield Capital Management
Massachusetts
$21.3M +$20.4M 1 0.15% New