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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
51
Wellington Management Group
Wellington Management Group
Massachusetts
$37.6M -$10.6M 2 0.01% Reduced
52
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$36.6M -$20.7M 4 0.21% Reduced
53
Third Point
Third Point
New York
$36.5M +$18.8M 1 0.63% Increased
54
Credit Suisse
Credit Suisse
Switzerland
$32.6M -$10.2M 6 0.03% Reduced
55
Geode Capital Management
Geode Capital Management
Massachusetts
$32M +$1.99M 8 0.02% Increased
56
TI
Turner Investments
Pennsylvania
$31.4M -$14.1M 3 0.56% Reduced
57
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$31.1M +$28.9M 1 0.12% New
58
BlackRock Group
BlackRock Group
United Kingdom
$30.9M +$24.3M 5 0.02% Increased
59
CC
Clearline Capital
New York
$30.4M +$28.2M 1 9.68% New
60
CI Investments Inc
CI Investments Inc
Ontario, Canada
$29.7M +$21.7K 1 0.33% Increased
61
Russell Frank Company
Russell Frank Company
Washington
$28.9M -$3.2M 7 0.05% Reduced
62
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$26.9M +$8.93M 2 0.61% Increased
63
Kennedy Capital Management
Kennedy Capital Management
Missouri
$26.8M -$10.4M 2 0.49% Reduced
64
Munder Capital Management
Munder Capital Management
Michigan
$24.2M -$21.2M 1 0.18% Reduced
65
Managed Account Advisors
Managed Account Advisors
New Jersey
$23.5M +$8.52M 5 0.03% Increased
66
Boston Trust Walden
Boston Trust Walden
Massachusetts
$23.3M -$1.72M 1 0.34% Reduced
67
CCM
Cupps Capital Management
Illinois
$22.9M -$6.74M 2 1.55% Reduced
68
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$22.8M -$2.55M 1 0.07% Reduced
69
FA
Friess Associates
Delaware
$22.7M +$22.6M 1 1.71% New
70
Charles Schwab
Charles Schwab
California
$22.6M +$692K 6 0.04% Increased
71
ICOM
Investment Counselors of Maryland
Maryland
$22.1M +$14.4M 1 0.9% Increased
72
Wells Fargo
Wells Fargo
California
$21.6M +$1.01M 6 0.01% Increased
73
City National Bank
City National Bank
Delaware
$21.3M +$8.47M 2 0.32% Increased
74
KG
Killen Group
Pennsylvania
$21.2M -$10.8M 2 1.21% Reduced
75
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$21M +$6.45M 1 0.26% Increased