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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
Charles Schwab
Charles Schwab
California
$47M +$21.2M 8 0.07% Increased
52
Jennison Associates
Jennison Associates
New York
$46.5M +$12.9M 3 0.05% Increased
53
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$46.3M +$22.4M 1 2.89% Increased
54
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$45M +$16.7M 3 1.16% Increased
55
Silvercrest Asset Management
Silvercrest Asset Management
New York
$44.8M +$3.18M 1 0.68% Increased
56
TimesSquare Capital Management
TimesSquare Capital Management
New York
$44.5M +$17.1M 1 0.28% Increased
57
BlackRock Investment Management
BlackRock Investment Management
Delaware
$44.1M +$10.8M 9 0.06% Increased
58
Goldman Sachs
Goldman Sachs
New York
$43.3M +$4.56M 8 0.01% Increased
59
Peconic Partners
Peconic Partners
New York
$41.3M -$2.97M 2 6.76% Reduced
60
GGHC
Gilder Gagnon Howe & Co
New York
$40.5M +$6.26M 2 0.64% Increased
61
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$40M -$11M 2 0.39% Reduced
62
ACM
Argent Capital Management
Missouri
$39.4M +$39.3M 2 1.97% Increased
63
Deutsche Bank
Deutsche Bank
Germany
$38.7M +$15M 9 0.03% Increased
64
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$36.5M +$3.3M 1 0.65% Increased
65
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$35.5M +$3.43M 1 1.77% Increased
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$32.5M -$1.47M 8 0.05% Reduced
67
CAM
Cortina Asset Management
Wisconsin
$30.8M +$12M 2 1.41% Increased
68
Soros Fund Management
Soros Fund Management
New York
$29.6M +$33.2M 2 0.45% New
69
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$29.6M +$14.2M 3 0.12% Increased
70
Palisade Capital Management
Palisade Capital Management
New Jersey
$29.2M +$26.2M 3 0.86% Increased
71
PIM
Platinum Investment Management
Australia
$28.4M -$116M 2 0.77% Reduced
72
ZA
Zazove Associates
Nevada
$28.2M +$31.6M 1 1.3% New
73
Alyeska Investment Group
Alyeska Investment Group
Illinois
$28M +$11.4M 4 0.33% Increased
74
BlackRock Group
BlackRock Group
United Kingdom
$28M +$10.9M 7 0.02% Increased
75
BCIM
Black Creek Investment Management
Ontario, Canada
$27.7M $0 1 3.64% Maintained