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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
151
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$206M -$118M 6 0.31% Reduced
152
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$201M +$50.7M 8 0.34% Increased
153
Congress Asset Management
Congress Asset Management
Massachusetts
$200M +$86.9M 2 1.23% Increased
154
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$195M +$54.6M 5 0.55% Increased
155
FFM
FengHe Fund Management
Singapore
$194M +$23M 2 18.44% Increased
156
H&H International Investment
H&H International Investment
California
$191M -$9.88M 1 1% Reduced
157
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$189M -$31.6M 7 0.29% Reduced
158
Robeco Schweiz
Robeco Schweiz
Switzerland
$187M -$41.6M 2 3% Reduced
159
Korea Investment Corp
Korea Investment Corp
South Korea
$183M +$7.62M 4 0.35% Increased
160
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$179M -$8.63M 8 0.36% Reduced
161
AustralianSuper
AustralianSuper
Australia
$174M +$20.5M 2 0.75% Increased
162
CI Investments Inc
CI Investments Inc
Ontario, Canada
$171M +$6.61M 4 0.55% Increased
163
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$170M -$8.72M 4 0.31% Reduced
164
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$169M -$4.02M 6 0.28% Reduced
165
AC
Anther Capital
$169M -$311M 2 4.32% Reduced
166
Temasek Holdings
Temasek Holdings
Singapore
$167M +$89.4M 6 0.45% Increased
167
Primecap Management
Primecap Management
California
$166M -$67.8M 2 0.1% Reduced
168
OCMH
Oxbow Capital Management (HK)
Hong Kong
$166M +$5.31M 1 46.69% Increased
169
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$165M +$91.7M 7 0.73% Increased
170
Prudential Financial
Prudential Financial
New Jersey
$165M -$139M 8 0.18% Reduced
171
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$164M +$54K 5 0.44% Increased
172
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$164M -$59.2M 4 0.61% Reduced
173
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$162M +$72.2M 5 0.23% Increased
174
Walleye Capital
Walleye Capital
New York
$161M +$7.08M 9 0.58% Increased
175
KI
Keystone Investors
Singapore
$160M +$155M 2 8.59% New