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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
TCP
ThornTree Capital Partners
Massachusetts
$49.4M -$4.06M 1 7.56% Reduced
177
WPC
Waters Parkerson & Co
Louisiana
$49.2M -$461K 1 2.4% Reduced
178
Panagora Asset Management
Panagora Asset Management
Massachusetts
$48.8M -$14.3M 5 0.2% Reduced
179
Gotham Asset Management
Gotham Asset Management
New York
$48.7M -$4.32M 6 0.21% Reduced
180
Trexquant Investment
Trexquant Investment
Connecticut
$48.7M +$35.9M 5 0.5% Increased
181
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$48.6M -$967K 5 0.09% Reduced
182
ACB
Aristotle Capital Boston
Massachusetts
$48.4M -$1.09M 2 2.5% Reduced
183
LI
Leeward Investments
Massachusetts
$48.2M -$27.5M 1 2.46% Reduced
184
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$47.8M -$8.09M 6 0.08% Reduced
185
RB
Rodgers Brothers
Pennsylvania
$47.3M -$469K 1 5.83% Reduced
186
MetLife Investment Management
MetLife Investment Management
New Jersey
$47M +$2.45M 7 0.23% Increased
187
Jump Financial
Jump Financial
Illinois
$46.9M -$6.92M 5 0.56% Reduced
188
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$45.4M -$12.9M 2 0.94% Reduced
189
KI
Keystone Investors
Singapore
$45.2M +$29.6M 2 5.23% Increased
190
NCGI
Next Century Growth Investors
Minnesota
$44.5M +$1.83M 3 3.25% Increased
191
FSCM
Front Street Capital Management
Montana
$44.3M -$719K 3 6.83% Reduced
192
Engineers Gate Manager
Engineers Gate Manager
New York
$44M -$20.4M 7 0.5% Reduced
193
Adage Capital Partners
Adage Capital Partners
Massachusetts
$42.8M +$18.4M 2 0.07% Increased
194
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$42M +$38.9M 1 0.65% New
195
Calamos Advisors
Calamos Advisors
Illinois
$40.6M +$2.38M 5 0.15% Increased
196
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$40.4M -$45.8M 1 0.36% Reduced
197
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$39.5M +$612K 1 0.45% Increased
198
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$38.3M +$3.72M 5 0.13% Increased
199
INTECH Investment Management
INTECH Investment Management
Florida
$38.3M -$7.67M 7 0.34% Reduced
200
Mutual of America Capital Management
Mutual of America Capital Management
New York
$38.2M -$2.83M 5 0.4% Reduced