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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
176
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$37.3M -$10.7M 4 0.1% Reduced
177
TCW Group
TCW Group
California
$36.6M +$25.5M 2 0.29% Increased
178
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$36.3M +$17.5M 6 0.06% Increased
179
Boothbay Fund Management
Boothbay Fund Management
New York
$36.2M -$6.38M 6 0.7% Reduced
180
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$35.9M -$187K 2 0.72% Reduced
181
Gotham Asset Management
Gotham Asset Management
New York
$35.6M +$7.6M 7 0.21% Increased
182
AG
Avala Global
New York
$35.1M -$12.1M 1 1.83% Reduced
183
Sterling Capital Management
Sterling Capital Management
North Carolina
$33.6M -$3.08M 8 0.48% Reduced
184
Algert Global
Algert Global
California
$33.4M +$2.9M 4 0.7% Increased
185
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$33M +$50.2K 5 0.07% Increased
186
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$31.6M -$3.18M 3 0.41% Reduced
187
MPMG
Minneapolis Portfolio Management Group
Minnesota
$31.5M -$79.4K 1 3.89% Reduced
188
MetLife Investment Management
MetLife Investment Management
New Jersey
$31.4M -$101K 7 0.18% Reduced
189
INTECH Investment Management
INTECH Investment Management
Florida
$31.4M +$245K 7 0.29% Increased
190
TCP
ThornTree Capital Partners
Massachusetts
$30.8M -$3.91M 1 5.13% Reduced
191
1SAMC
12th Street Asset Management Company
Tennessee
$30.8M +$4.92M 1 5.29% Increased
192
MI
MMCAP International
Cayman Islands
$30.7M +$23.7M 1 3.69% Increased
193
HVCM
Hel Ved Capital Management
Hong Kong
$29.8M +$15.8M 2 7.87% Increased
194
NPF
Norris Perne & French
Michigan
$29.7M +$88.7K 1 2.07% Increased
195
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$29.6M -$44.1K 5 0.11% Reduced
196
FSCM
Front Street Capital Management
Montana
$29.2M -$45.8K 3 5.59% Reduced
197
Braun Stacey Associates
Braun Stacey Associates
New York
$29M +$18.3M 1 1.05% New
198
Mutual of America Capital Management
Mutual of America Capital Management
New York
$28.9M -$929K 5 0.31% Reduced
199
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$28.7M -$4.94M 4 0.25% Reduced
200
TAM
Talos Asset Management
New York
$28.5M -$4.37M 1 6.83% Reduced