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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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$83.9M -$88.9K 1 0.11% Reduced
27
Neuberger Berman Group
Neuberger Berman Group
New York
$83.7M +$5.55M 4 0.09% Increased
28
Teachers Advisors
Teachers Advisors
New York
$74.9M +$8.28M 7 0.14% Increased
29
Parnassus Investments
Parnassus Investments
California
$70M -$1.99M 1 0.5% Reduced
30
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$68.3M -$6.2M 1 0.37% Reduced
31
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$66.4M -$4.26M 1 0.17% Reduced
32
Goldman Sachs
Goldman Sachs
New York
$65.3M -$20.6M 7 0.02% Reduced
33
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$63.6M -$10.5M 2 6.51% Reduced
34
RS Investment Management
RS Investment Management
California
$62.4M +$51.6M 2 0.56% Increased
35
Ameriprise
Ameriprise
Minnesota
$62.2M +$7.6M 6 0.04% Increased
36
Alyeska Investment Group
Alyeska Investment Group
Illinois
$61.8M +$12.8M 4 0.86% Increased
37
Sterling Capital Management
Sterling Capital Management
North Carolina
$61.7M +$1.15M 2 0.55% Increased
38
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$59.6M +$10.3M 3 0.12% Increased
39
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$58.8M -$16.9M 2 0.71% Reduced
40
Bank of America
Bank of America
North Carolina
$58.4M -$11M 7 0.02% Reduced
41
BlackRock Advisors
BlackRock Advisors
Delaware
$56.9M -$766K 7 0.06% Reduced
42
Silvercrest Asset Management
Silvercrest Asset Management
New York
$56.1M -$6.29M 1 0.8% Reduced
43
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$53.5M -$20M 2 0.45% Reduced
44
CCI
Columbus Circle Investors
$52.6M +$44.9M 1 0.36% New
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$49.7M $0 7 0.07% Maintained
46
GC
Greenlight Capital
New York
$48.9M -$10.8M 1 0.63% Reduced
47
Geode Capital Management
Geode Capital Management
Massachusetts
$45.1M +$3.91M 8 0.03% Increased
48
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$44.8M +$805K 7 0.02% Increased
49
Norges Bank
Norges Bank
Norway
$44.5M +$546K 4 0.02% Increased
50
GGHC
Gilder Gagnon Howe & Co
New York
$43.9M -$21.4M 3 0.61% Reduced