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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
AL
Arnhold LLC
New York
$34.2M -$4.09M 2 3.61% Reduced
127
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$34M +$19.2M 8 0.23% Increased
128
California Public Employees Retirement System
California Public Employees Retirement System
California
$34M +$8.05M 4 0.02% Increased
129
Two Sigma Advisers
Two Sigma Advisers
New York
$33.7M -$1.95M 4 0.08% Reduced
130
Maverick Capital
Maverick Capital
Texas
$33.2M +$30.1M 1 0.62% New
131
Axa
Axa
France
$31.7M -$10.7M 1 0.1% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$31.7M -$3.3M 7 0.08% Reduced
133
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.6M -$7.59M 12 0.01% Reduced
134
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$30.4M -$623K 9 0.04% Reduced
135
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.6M +$10.5M 1 0.1% Increased
136
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.6M -$9.51M 11 0.01% Reduced
137
Fisher Asset Management
Fisher Asset Management
Washington
$27.4M -$217K 1 0.01% Reduced
138
Needham Investment Management
Needham Investment Management
New York
$27M -$62.7K 5 2.51% Reduced
139
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$26.9M +$15.5M 3 0.38% Increased
140
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$26.3M -$20.8M 6 0.02% Reduced
141
Walleye Capital
Walleye Capital
New York
$26.3M +$15.9M 8 0.05% Increased
142
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$26M +$23.5M 1 0.4% New
143
AQR Capital Management
AQR Capital Management
Connecticut
$25.9M +$12.4M 7 0.04% Increased
144
WPC
Waters Parkerson & Co
Louisiana
$25.8M +$83.7K 1 1.33% Increased
145
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$25.7M +$17.8M 4 0.09% Increased
146
SI
Sora Investors
Pennsylvania
$25.6M +$10.3M 2 4.22% Increased
147
NPF
Norris Perne & French
Michigan
$25.4M -$1.5M 1 1.82% Reduced
148
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.7M +$3.84M 6 0.04% Increased
149
RB
Rodgers Brothers
Pennsylvania
$24.4M -$928K 1 3.33% Reduced
150
Castle Hook Partners
Castle Hook Partners
New York
$24.3M +$22M 1 0.68% New
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