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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
DG
DigitalBridge Group
Florida
$82.8M -$25.8M 2 6.6% Reduced
127
GF Fund Management
GF Fund Management
China
$82.6M +$31.6M 2 1.5% Increased
128
Munro Partners
Munro Partners
Australia
$81.1M +$56.7M 1 2.2% New
129
Nomura Asset Management
Nomura Asset Management
Japan
$81M +$50.8M 3 0.21% Increased
130
Dodge & Cox
Dodge & Cox
California
$80.2M -$98.4M 1 0.04% Reduced
131
Bridgewater Associates
Bridgewater Associates
Connecticut
$79.7M +$59.4M 4 0.31% Increased
132
Victory Capital Management
Victory Capital Management
Texas
$78.4M -$59.1M 7 0.05% Reduced
133
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$76.4M +$703K 7 0.08% Increased
134
AIM
Anatole Investment Management
Hong Kong
$76.3M +$53.3M 1 7.98% New
135
Comerica Bank
Comerica Bank
Texas
$75.9M +$11.6M 6 0.29% Increased
136
Pinnacle Associates
Pinnacle Associates
New York
$73.6M -$9.71M 3 0.98% Reduced
137
VARA
Value Aligned Research Advisors
New Jersey
$73.3M +$44.7M 1 0.9% Increased
138
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$73.2M +$21.1M 3 0.23% Increased
139
Royce & Associates
Royce & Associates
New York
$72.9M -$3.32M 3 0.73% Reduced
140
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$72.8M +$51.2M 3 0.02% Increased
141
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$72.2M +$75.7K 4 0.24% Increased
142
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$72.1M +$24.1M 5 0.05% Increased
143
TD Asset Management
TD Asset Management
Ontario, Canada
$72M +$49.8M 3 0.06% Increased
144
TCW Group
TCW Group
California
$69.8M +$5.84M 1 0.58% Increased
145
AL
Arnhold LLC
New York
$69.6M -$4.46M 2 5.82% Reduced
146
Candriam SCA
Candriam SCA
Luxembourg
$66.7M $0 2 0.35% Maintained
147
TimesSquare Capital Management
TimesSquare Capital Management
New York
$66M -$5.12M 2 0.94% Reduced
148
Silvercrest Asset Management
Silvercrest Asset Management
New York
$63.6M -$14.1M 5 0.42% Reduced
149
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$63.5M +$651K 7 0.15% Increased
150
DCM
Divisar Capital Management
California
$63.3M -$32.5M 2 17.23% Reduced