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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
26
Ameriprise
Ameriprise
Minnesota
$79.3M +$11.5M 8 0.05% Increased
27
Goldman Sachs
Goldman Sachs
New York
$73.3M -$27.7M 6 0.02% Reduced
28
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$69.9M -$2.54M 1 0.09% Reduced
29
Artisan Partners
Artisan Partners
Wisconsin
$65.6M -$13.2M 1 0.11% Reduced
30
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$62.9M -$2.43M 2 0.5% Reduced
31
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$62.2M -$3.22M 2 0.25% Reduced
32
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$61M +$10.7M 1 0.24% Increased
33
BlackRock Advisors
BlackRock Advisors
Delaware
$60.4M +$8.09M 8 0.06% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$60M +$9.4M 8 0.04% Increased
35
Credit Suisse
Credit Suisse
Switzerland
$59.7M +$34M 8 0.05% Increased
36
Renaissance Technologies
Renaissance Technologies
New York
$56.6M +$46M 4 0.13% Increased
37
CCI
Columbus Circle Investors
$53M +$17.4M 1 0.36% Increased
38
Neuberger Berman Group
Neuberger Berman Group
New York
$52.6M +$4.41M 4 0.05% Increased
39
Sterling Capital Management
Sterling Capital Management
North Carolina
$51.7M -$1.83M 1 0.45% Reduced
40
Parnassus Investments
Parnassus Investments
California
$47.7M -$650K 1 0.42% Reduced
41
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$46.9M +$17.9M 6 0.02% Increased
42
BCIM
Black Creek Investment Management
Ontario, Canada
$44.7M +$3.03M 1 4.7% Increased
43
City National Bank
City National Bank
Delaware
$42.5M +$15.6M 2 0.39% Increased
44
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$42M +$2.67M 1 2.29% Increased
45
CAM
Chou Associates Management
Ontario, Canada
$40.4M $0 1 11.07% Maintained
46
Millennium Management
Millennium Management
New York
$39.8M -$3.3M 4 0.11% Reduced
47
BlackRock Investment Management
BlackRock Investment Management
Delaware
$38.8M -$1.2M 8 0.05% Reduced
48
Silvercrest Asset Management
Silvercrest Asset Management
New York
$37.8M +$3.91M 1 0.57% Increased
49
Citadel Advisors
Citadel Advisors
Florida
$37.4M -$8.44M 6 0.04% Reduced
50
Morgan Stanley
Morgan Stanley
New York
$36.3M -$3.95M 8 0.01% Reduced