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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
Jennison Associates
Jennison Associates
New York
$90.2M -$18.4M 3 0.06% Reduced
202
RB
Rodgers Brothers
Pennsylvania
$89.2M -$2.31M 1 10.31% Reduced
203
Braun Stacey Associates
Braun Stacey Associates
New York
$87.3M -$9.47M 2 2.9% Reduced
204
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$86M -$74M 7 0.61% Reduced
205
Natixis Advisors
Natixis Advisors
Massachusetts
$85.8M -$22.9M 6 0.12% Reduced
206
Emerald Advisers
Emerald Advisers
Pennsylvania
$85.6M -$94.4M 3 2.71% Reduced
207
Quantinno Capital Management
Quantinno Capital Management
New York
$85.6M +$8.36M 8 0.14% Increased
208
Allspring Global Investments
Allspring Global Investments
North Carolina
$85.2M +$54.9M 6 0.14% Increased
209
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$83.4M -$5.29M 1 1.02% Reduced
210
DnB Asset Management
DnB Asset Management
Norway
$82.6M +$19.4M 7 0.29% Increased
211
NCGI
Next Century Growth Investors
Minnesota
$82.3M -$15.9M 3 5.96% Reduced
212
Danske Bank
Danske Bank
Denmark
$80.6M +$51.6M 4 0.19% Increased
213
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$80.6M +$70.8M 7 0.23% New
214
FSCM
Front Street Capital Management
Montana
$80.6M -$22.1M 3 10.69% Reduced
215
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$79.6M +$27.5M 4 0.27% Increased
216
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$78.4M +$52.9M 2 1.3% Increased
217
Frontier Capital Management
Frontier Capital Management
Massachusetts
$77.1M -$74.4M 4 0.79% Reduced
218
Geneva Capital Management
Geneva Capital Management
Wisconsin
$76.3M -$6.43M 1 1.62% Reduced
219
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$76.1M -$42.5M 2 1.43% Reduced
220
Mariner
Mariner
Kansas
$75.7M +$9.06M 9 0.09% Increased
221
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$74.8M +$32.7M 4 0.18% Increased
222
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$74.4M +$2.85M 7 0.64% Increased
223
Verition Fund Management
Verition Fund Management
Connecticut
$74.2M +$29M 5 0.48% Increased
224
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$74.1M +$46.9M 8 0.1% Increased
225
Storebrand Asset Management
Storebrand Asset Management
Norway
$73.8M +$44.2M 4 0.21% Increased