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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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$13.8M +$1M 4 0.05% Increased
202
SFM
Systematic Financial Management
New Jersey
$12.9M +$1.33M 2 0.38% Increased
203
OCM
Osterweis Capital Management
California
$12.7M -$486K 1 0.81% Reduced
204
CI Investments Inc
CI Investments Inc
Ontario, Canada
$12.5M +$4.42M 4 0.06% Increased
205
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$12.4M -$1.54M 6 0.05% Reduced
206
Nomura Holdings
Nomura Holdings
Japan
$12.2M -$704K 5 0.03% Reduced
207
Panagora Asset Management
Panagora Asset Management
Massachusetts
$12.1M +$1.26M 3 0.07% Increased
208
Federated Hermes
Federated Hermes
Pennsylvania
$12M +$7.02M 6 0.03% Increased
209
GF
Goodman Financial
Texas
$11.8M +$328K 1 3.15% Increased
210
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$11.7M +$7.78M 6 0.05% Increased
211
AQR Capital Management
AQR Capital Management
Connecticut
$11.6M +$3.54M 5 0.02% Increased
212
Boothbay Fund Management
Boothbay Fund Management
New York
$11.5M +$774K 6 0.29% Increased
213
PHK
Point72 Hong Kong
Hong Kong
$11.5M -$3.5M 4 0.69% Reduced
214
CP
CenterBook Partners
Connecticut
$11.2M +$3.24M 3 1.37% Increased
215
STRS Ohio
STRS Ohio
Ohio
$11.1M -$609K 3 0.05% Reduced
216
KAM
Kopion Asset Management
Texas
$11.1M -$932K 1 8.47% Reduced
217
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$11.1M +$6.82M 3 0.01% Increased
218
TIM
Thompson Investment Management
Wisconsin
$11M -$404K 2 1.77% Reduced
219
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.9M +$2.24M 4 0.04% Increased
220
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$10.4M +$2.28M 4 0.07% Increased
221
Yousif Capital Management
Yousif Capital Management
Michigan
$10.4M -$3.47K 6 0.12% Reduced
222
PAM
Pinpoint Asset Management
Hong Kong
$10.2M +$3.05M 2 2.26% Increased
223
AIM
Anatole Investment Management
Hong Kong
$10.1M +$6.86M 1 2.59% New
224
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$10M -$501K 1 0.04% Reduced
225
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$9.73M +$8.5M 1 1.01% New