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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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$15.7M +$17.9M 1 0.05% New
152
Gotham Asset Management
Gotham Asset Management
New York
$15.5M +$5.68M 3 0.43% Increased
153
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.4M +$7.99M 5 0.18% Increased
154
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$15.3M +$398K 5 0.21% Increased
155
BBCM
Boardman Bay Capital Management
New York
$14.9M +$9.21M 7 13.93% Increased
156
STRS Ohio
STRS Ohio
Ohio
$14.9M +$1.21M 4 0.08% Increased
157
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$14.7M +$3.17M 4 0.08% Increased
158
AIC
AWM Investment Company
New York
$13.8M $0 1 3.66% Maintained
159
NCGI
Next Century Growth Investors
Minnesota
$13.7M +$15.2M 1 2.23% Increased
160
Westfield Capital Management
Westfield Capital Management
Massachusetts
$13.7M -$24.8M 1 0.12% Reduced
161
Needham Investment Management
Needham Investment Management
New York
$13.6M +$1.55M 2 3.85% Increased
162
Bank of Montreal
Bank of Montreal
Ontario, Canada
$13.6M -$6.06M 8 0.02% Reduced
163
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$13.4M +$522K 6 0% Increased
164
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$13.3M -$160K 1 1.39% Reduced
165
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M +$721K 5 0.03% Increased
166
Hancock Whitney
Hancock Whitney
Mississippi
$12.8M -$1.06M 2 0.5% Reduced
167
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$12.7M +$1.76M 8 0.04% Increased
168
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$12.7M +$13.5M 1 1.04% New
169
TPSF
Texas Permanent School Fund
Texas
$12.6M +$2.66M 5 0.23% Increased
170
MetLife Investment Management
MetLife Investment Management
New Jersey
$12.6M -$158K 7 0.17% Reduced
171
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12.6M $0 4 0.06% Maintained
172
Comerica Bank
Comerica Bank
Texas
$12.6M -$1.05M 8 0.12% Reduced
173
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.5M -$6.73M 9 0.03% Reduced
174
Squarepoint
Squarepoint
New York
$12.2M -$16.9M 9 0.31% Reduced
175
Federated Hermes
Federated Hermes
Pennsylvania
$12M -$1.25M 6 0.04% Reduced