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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$92.7M +$34.2M 3 0.16% Increased
152
ECP
Electron Capital Partners
New York
$92.3M +$74.8M 1 4.29% New
153
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$90.2M +$3.21M 7 0.16% Increased
154
National Pension Service
National Pension Service
South Korea
$88.5M +$82.7M 2 0.07% New
155
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$88.5M -$50.7M 3 4.31% Reduced
156
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$87.8M +$1.07M 5 0.17% Increased
157
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$87.7M +$45.4M 2 1.82% Increased
158
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$86.4M +$64.7M 1 0.6% Increased
159
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$85.7M -$7.45M 6 0.19% Reduced
160
Victory Capital Management
Victory Capital Management
Texas
$85.7M -$15.5M 8 0.05% Reduced
161
DG
DigitalBridge Group
Florida
$85M -$55.1M 2 6.49% Reduced
162
AG
Avala Global
New York
$84M -$40.8M 1 4.02% Reduced
163
Discovery Capital Management
Discovery Capital Management
Connecticut
$83.7M +$65.2M 2 4.53% New
164
SCGE Management
SCGE Management
California
$82M +$87.7M 1 1.87% New
165
WPC
Waters Parkerson & Co
Louisiana
$81.9M -$1.94M 1 4.02% Reduced
166
Walleye Capital
Walleye Capital
New York
$80.9M +$35.7M 9 0.25% Increased
167
TimesSquare Capital Management
TimesSquare Capital Management
New York
$80.3M +$3.68M 2 1.21% Increased
168
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$80M +$41.5M 6 0.05% Increased
169
Munro Partners
Munro Partners
Australia
$78.6M -$43M 2 2.04% Reduced
170
Natixis Advisors
Natixis Advisors
Massachusetts
$77.3M -$50.5M 6 0.11% Reduced
171
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$76.5M -$7.45M 6 0.28% Reduced
172
Braun Stacey Associates
Braun Stacey Associates
New York
$75.2M -$217K 2 2.44% Reduced
173
EQF
Evergreen Quality Fund
Cayman Islands
$75M +$52.3M 1 1.48% New
174
Gotham Asset Management
Gotham Asset Management
New York
$74.9M -$2.97M 5 0.27% Reduced
175
FSCM
Front Street Capital Management
Montana
$73.6M -$7.86M 3 10.45% Reduced