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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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$24.9M +$7.63M 6 0.04% Increased
152
DnB Asset Management
DnB Asset Management
Norway
$24.4M +$5.91M 1 0.12% Increased
153
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.4M -$3.87M 6 0.04% Reduced
154
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$24M -$1.08M 4 0.05% Reduced
155
Eagle Asset Management
Eagle Asset Management
Florida
$23.9M +$12.6M 2 0.13% Increased
156
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$23.8M +$3.11M 8 0.05% Increased
157
CRM
Cramer Rosenthal McGlynn
Connecticut
$23.5M +$759K 1 1.38% Increased
158
William Blair Investment Management
William Blair Investment Management
Illinois
$23.3M -$96.2K 1 0.06% Reduced
159
Raymond James & Associates
Raymond James & Associates
Florida
$23.1M -$3.48M 8 0.02% Reduced
160
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$22.5M +$5.64M 7 0.09% Increased
161
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$22.2M +$19.1M 3 0.02% Increased
162
Man Group
Man Group
United Kingdom
$22M -$5.49M 3 0.06% Reduced
163
Becker Capital Management
Becker Capital Management
Oregon
$21.9M -$338K 1 0.75% Reduced
164
Moore Capital Management
Moore Capital Management
New York
$21.7M +$18M 1 0.38% New
165
Boothbay Fund Management
Boothbay Fund Management
New York
$21.6M +$4.05M 7 0.51% Increased
166
FSCM
Front Street Capital Management
Montana
$20.7M -$637K 3 3.97% Reduced
167
SFM
Systematic Financial Management
New Jersey
$20.7M -$691K 2 0.63% Reduced
168
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20.6M -$1.04M 5 0.23% Reduced
169
ACM
AIGH Capital Management
Maryland
$20.5M +$13.1M 1 6.39% Increased
170
WCM Investment Management
WCM Investment Management
California
$20.5M -$109K 1 0.05% Reduced
171
Panagora Asset Management
Panagora Asset Management
Massachusetts
$20.5M +$1.43M 3 0.1% Increased
172
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$20.2M +$1.73M 6 0.07% Increased
173
CP
CenterBook Partners
Connecticut
$19.8M -$43.3K 3 1.23% Reduced
174
PTC
Philadelphia Trust Company
Pennsylvania
$19.7M +$2.44M 2 1.53% Increased
175
Holocene Advisors
Holocene Advisors
New York
$19.7M -$32.1M 3 0.08% Reduced