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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
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$22.4M +$14.7M 9 0.39% Increased
152
Zacks Investment Management
Zacks Investment Management
Illinois
$22.2M +$158K 4 0.49% Increased
153
MC
Maplelane Capital
New York
$21.7M +$18.2M 1 0.41% New
154
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$21.3M +$4.03M 8 0.05% Increased
155
Aviva
Aviva
United Kingdom
$21.2M +$19.7M 2 0.13% New
156
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$20.9M +$19.2M 1 0.38% New
157
Brandes Investment Partners
Brandes Investment Partners
California
$20.7M -$6.53M 1 0.63% Reduced
158
FA
Friess Associates
Delaware
$20.7M +$1.44M 2 1.93% Increased
159
Barclays
Barclays
United Kingdom
$20.3M -$1.87M 9 0.02% Reduced
160
Los Angeles Capital Management
Los Angeles Capital Management
California
$20.2M +$4.84M 5 0.1% Increased
161
Squarepoint
Squarepoint
New York
$19.9M +$3.19M 9 0.32% Increased
162
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$19.6M -$1.41M 4 0.3% Reduced
163
PVH
Psagot Value Holdings
Israel
$19.3M -$1.9M 1 0.54% Reduced
164
Federated Hermes
Federated Hermes
Pennsylvania
$19.2M +$3.22M 5 0.05% Increased
165
Tocqueville Asset Management
Tocqueville Asset Management
New York
$19M -$3.9M 3 0.4% Reduced
166
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.1M +$16.7M 6 0.27% New
167
EP
Edgestream Partners
New Jersey
$17.9M +$2.26M 1 0.94% Increased
168
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$17.6M -$922K 6 0.09% Reduced
169
Comerica Bank
Comerica Bank
Texas
$17.3M +$1.53M 8 0.13% Increased
170
CCM
Cinctive Capital Management
New York
$17.1M +$5.02M 3 1.96% Increased
171
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$16.5M -$395K 6 0% Reduced
172
MAP
Managed Asset Portfolios
Michigan
$16.4M +$10.1M 1 3.57% Increased
173
Canada Life
Canada Life
Manitoba, Canada
$16.1M +$2.15M 8 0.04% Increased
174
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15.9M -$403K 9 0.03% Reduced
175
AIC
AWM Investment Company
New York
$15.9M -$1M 1 2.78% Reduced