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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
Oaktree Capital Management
Oaktree Capital Management
California
$141M +$10.2M 2 2.14% Increased
152
PHC
Panoramic Hills Capital
$141M +$27.3M 1 50.14% Increased
153
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$133M +$63.2M 7 0.15% Increased
154
Lazard Asset Management
Lazard Asset Management
New York
$133M +$65M 6 0.22% Increased
155
Dodge & Cox
Dodge & Cox
California
$133M -$25.4M 1 0.07% Reduced
156
Bessemer Group
Bessemer Group
New Jersey
$133M -$5.68M 6 0.21% Reduced
157
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$129M -$8.57M 4 0.26% Reduced
158
NGM
North Growth Management
British Columbia, Canada
$126M -$57.7M 3 19.24% Reduced
159
Nomura Asset Management
Nomura Asset Management
Japan
$126M -$213M 5 0.32% Reduced
160
Stifel Financial
Stifel Financial
Missouri
$125M +$39.3M 8 0.12% Increased
161
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$125M +$3.38M 7 0.29% Increased
162
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$123M +$72.2M 4 0.18% Increased
163
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$123M +$63.1M 6 0.23% Increased
164
Pinnacle Associates
Pinnacle Associates
New York
$123M -$35.1M 4 1.58% Reduced
165
Adage Capital Partners
Adage Capital Partners
Massachusetts
$122M +$16.2M 4 0.19% Increased
166
Fidelity International
Fidelity International
Bermuda
$117M +$85.8M 5 0.09% Increased
167
Victory Capital Management
Victory Capital Management
Texas
$116M +$17.7M 8 0.07% Increased
168
Korea Investment Corp
Korea Investment Corp
South Korea
$116M +$50M 4 0.24% Increased
169
AustralianSuper
AustralianSuper
Australia
$115M +$59.4M 2 0.6% Increased
170
AL
Arnhold LLC
New York
$115M -$27.2M 2 8.43% Reduced
171
ECM
Estuary Capital Management
Minnesota
$113M +$88M 3 18.88% Increased
172
CI Investments Inc
CI Investments Inc
Ontario, Canada
$113M -$11.2M 4 0.55% Reduced
173
TimesSquare Capital Management
TimesSquare Capital Management
New York
$109M +$31.5M 2 1.84% Increased
174
Folketrygdfondet
Folketrygdfondet
Norway
$108M -$8.64M 1 1.92% Reduced
175
Aviva
Aviva
United Kingdom
$108M +$65.1M 4 0.18% Increased