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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
Parnassus Investments
Parnassus Investments
California
$72.3M +$23.1M 1 0.55% Increased
27
Bank of America
Bank of America
North Carolina
$69.1M -$6.44M 6 0.02% Reduced
28
Teachers Advisors
Teachers Advisors
New York
$65.5M -$20.8M 7 0.13% Reduced
29
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$64.5M -$2.33M 2 0.52% Reduced
30
Neuberger Berman Group
Neuberger Berman Group
New York
$64.3M -$4.28M 3 0.07% Reduced
31
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.1M -$1.87M 1 0.08% Reduced
32
GC
Greenlight Capital
New York
$61.6M $0 1 0.82% Maintained
33
BlackRock Advisors
BlackRock Advisors
Delaware
$59.2M -$162K 7 0.06% Reduced
34
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$57.2M +$25.9M 1 6.53% Increased
35
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$56.5M -$22.5M 1 0.28% Reduced
36
GGHC
Gilder Gagnon Howe & Co
New York
$56.5M -$4.77M 3 0.84% Reduced
37
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$53.4M +$48M 1 0.14% New
38
Silvercrest Asset Management
Silvercrest Asset Management
New York
$53M +$406K 1 0.77% Increased
39
Alyeska Investment Group
Alyeska Investment Group
Illinois
$51.6M +$27.7M 3 0.88% Increased
40
California Public Employees Retirement System
California Public Employees Retirement System
California
$49.7M +$2.14M 7 0.07% Increased
41
Ameriprise
Ameriprise
Minnesota
$49.3M -$19.6M 6 0.03% Reduced
42
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$47.7M +$2.36M 3 0.09% Increased
43
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$47.1M +$2M 1 2.28% Increased
44
Sterling Capital Management
Sterling Capital Management
North Carolina
$44.7M -$2.06M 1 0.39% Reduced
45
Morgan Stanley
Morgan Stanley
New York
$44.1M +$5.85M 8 0.02% Increased
46
Millennium Management
Millennium Management
New York
$43.4M +$15.4M 8 0.09% Increased
47
Artisan Partners
Artisan Partners
Wisconsin
$42.1M -$13.5M 1 0.07% Reduced
48
BCIM
Black Creek Investment Management
Ontario, Canada
$41.1M -$351K 1 5.08% Reduced
49
Norges Bank
Norges Bank
Norway
$40.7M -$2.9M 4 0.02% Reduced
50
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$40.6M +$14.7M 5 0.02% Increased