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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
Needham Investment Management
Needham Investment Management
New York
$27.5M +$3.02M 4 4.53% Increased
127
Twin Tree Management
Twin Tree Management
Texas
$27.4M +$5.23M 2 0.04% Increased
128
Jennison Associates
Jennison Associates
New York
$26.8M +$2.47M 1 0.02% Increased
129
CRM
Cramer Rosenthal McGlynn
Connecticut
$26.6M +$1.07M 1 1.33% Increased
130
ACM
Analog Century Management
New York
$26.4M -$1.7M 2 7.32% Reduced
131
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$26.3M -$1.64M 7 0.07% Reduced
132
Mariner
Mariner
Kansas
$25.9M -$771K 5 0.07% Reduced
133
HM
HCEP Management
Hong Kong
$25.5M +$18.6M 1 4.84% New
134
Two Sigma Investments
Two Sigma Investments
New York
$25.3M -$40.6M 6 0.06% Reduced
135
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$25.2M +$18.2M 2 2.13% New
136
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$25.1M -$1.01M 3 0.68% Reduced
137
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$24.7M +$8.95M 2 0.14% Increased
138
LPL Financial
LPL Financial
California
$24.7M -$148K 7 0.02% Reduced
139
Marshall Wace
Marshall Wace
United Kingdom
$24.7M -$3.59M 5 0.05% Reduced
140
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.7M -$10.3M 2 0.16% Reduced
141
LI
Leeward Investments
Massachusetts
$23.7M +$174K 2 1.11% Increased
142
Citigroup
Citigroup
New York
$23.5M +$1.29M 11 0.02% Increased
143
Advisors Capital Management
Advisors Capital Management
New Jersey
$23.5M -$4.8M 1 0.56% Reduced
144
NPF
Norris Perne & French
Michigan
$22.9M +$164K 1 1.93% Increased
145
Mutual of America Capital Management
Mutual of America Capital Management
New York
$22.9M -$1.34M 6 0.26% Reduced
146
OGC
Oak Grove Capital
New Hampshire
$22.8M +$3.66M 1 7.81% Increased
147
Raymond James & Associates
Raymond James & Associates
Florida
$22.8M -$1.77M 9 0.02% Reduced
148
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.7M -$7.78M 1 0.13% Reduced
149
First Eagle Investment Management
First Eagle Investment Management
New York
$22.5M +$2.53M 3 0.06% Increased
150
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$22.5M -$478K 5 0.05% Reduced