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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
Wells Fargo
Wells Fargo
California
$42.7M +$10.6M 7 0.02% Increased
52
PC
Passport Capital
California
$41.1M +$14.1M 1 1.06% Increased
53
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$41M +$29M 1 2.71% Increased
54
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$40.8M +$446K 1 1.85% Increased
55
Boston Partners
Boston Partners
Massachusetts
$39.2M -$3.61M 1 0.06% Reduced
56
CAM
Chou Associates Management
Ontario, Canada
$37.9M $0 1 9.95% Maintained
57
Managed Account Advisors
Managed Account Advisors
New Jersey
$36.2M +$10.9M 6 0.03% Increased
58
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$36M +$13M 1 0.51% Increased
59
Franklin Resources
Franklin Resources
California
$35.7M +$32M 1 0.02% New
60
CC
Carlson Capital
Texas
$34.8M +$6.48M 1 0.39% Increased
61
Russell Frank Company
Russell Frank Company
Washington
$34.5M -$6.22M 8 0.06% Reduced
62
Victory Capital Management
Victory Capital Management
Texas
$34M -$1.16M 1 0.12% Reduced
63
BCIM
Black Creek Investment Management
Ontario, Canada
$33.8M -$19.5M 1 4.1% Reduced
64
Ariel Investments
Ariel Investments
Illinois
$32.7M +$3.77M 1 0.37% Increased
65
Fidelity International
Fidelity International
Bermuda
$31.6M +$3.84M 2 0.1% Increased
66
Citadel Advisors
Citadel Advisors
Florida
$31.5M -$10.3M 5 0.03% Reduced
67
Deutsche Bank
Deutsche Bank
Germany
$31.2M -$6.93M 7 0.02% Reduced
68
BPGAM
BTG Pactual Global Asset Management
Bermuda
$29M +$4.33M 2 2.23% Increased
69
Cambiar Investors
Cambiar Investors
Colorado
$28.8M +$6.71M 1 0.42% Increased
70
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$28.7M -$27.5K 1 0.57% Reduced
71
Credit Suisse
Credit Suisse
Switzerland
$28.3M +$11M 8 0.03% Increased
72
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$27.3M +$3.64M 4 0.04% Increased
73
BlackRock Investment Management
BlackRock Investment Management
Delaware
$26.5M +$350K 8 0.03% Increased
74
ICOM
Investment Counselors of Maryland
Maryland
$26.3M $0 1 1.24% Maintained
75
LCP
Lombardia Capital Partners
California
$25.7M +$10.4M 1 0.77% Increased