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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
201
Barclays
Barclays
United Kingdom
$17.8M -$14.5M 10 0.01% Reduced
202
TPSF
Texas Permanent School Fund
Texas
$17.8M -$379K 4 0.24% Reduced
203
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$17.6M -$7.91M 1 0.22% Reduced
204
PTC
Philadelphia Trust Company
Pennsylvania
$17.5M -$583K 2 1.38% Reduced
205
Osaic Holdings
Osaic Holdings
Arizona
$17.4M +$21.7K 12 0.03% Increased
206
LSV Asset Management
LSV Asset Management
Illinois
$17.3M -$3.89M 2 0.03% Reduced
207
Folketrygdfondet
Folketrygdfondet
Norway
$17.3M -$101M 1 10.15% Reduced
208
Walleye Trading
Walleye Trading
New York
$17.3M -$2.29M 3 0.06% Reduced
209
Man Group
Man Group
United Kingdom
$17.2M -$440K 4 0.06% Reduced
210
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.1M -$1.23M 7 0.05% Reduced
211
HighTower Advisors
HighTower Advisors
Illinois
$16.7M +$1.38M 6 0.04% Increased
212
Braun Stacey Associates
Braun Stacey Associates
New York
$16.6M +$15.5M 1 0.69% New
213
Squarepoint
Squarepoint
New York
$16.5M -$203K 7 0.07% Reduced
214
Ariel Investments
Ariel Investments
Illinois
$16.4M -$928K 1 0.15% Reduced
215
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$16.4M +$815K 4 0.05% Increased
216
Eaton Vance Management
Eaton Vance Management
Massachusetts
$16.2M +$9.24M 3 0.02% Increased
217
CIM
Chiron Investment Management
New York
$16.2M +$17M 1 1.86% Increased
218
Tocqueville Asset Management
Tocqueville Asset Management
New York
$16.2M -$32.8K 2 0.24% Reduced
219
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$15.9M +$438K 4 0.06% Increased
220
Twin Tree Management
Twin Tree Management
Texas
$15.9M +$4.76M 4 0.03% Increased
221
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$15.7M -$614K 2 0.01% Reduced
222
Pacer Advisors
Pacer Advisors
Pennsylvania
$15.5M +$7.05M 3 0.13% Increased
223
Primecap Management
Primecap Management
California
$15.3M -$3.3M 3 0.01% Reduced
224
CTI
Community Trust & Investment
Kentucky
$15.1M -$490K 1 1.33% Reduced
225
US Bancorp
US Bancorp
Minnesota
$15.1M +$1.52M 8 0.03% Increased