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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
Deutsche Bank
Deutsche Bank
Germany
$51.3M -$6.99M 9 0.04% Reduced
52
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$50.5M +$18.9M 4 2.84% Increased
53
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$48.2M -$6.63M 1 2.35% Reduced
54
Emerald Advisers
Emerald Advisers
Pennsylvania
$47.7M +$18.7M 5 2.32% Increased
55
Credit Suisse
Credit Suisse
Switzerland
$46.6M +$14.3M 9 0.06% Increased
56
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$46.4M -$2.36M 1 2.11% Reduced
57
Westfield Capital Management
Westfield Capital Management
Massachusetts
$45.6M +$6.91M 2 0.35% Increased
58
Principal Financial Group
Principal Financial Group
Iowa
$45.4M +$13.2M 5 0.07% Increased
59
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$42.6M +$20.4M 1 0.28% Increased
60
Charles Schwab
Charles Schwab
California
$42.3M -$11M 8 0.06% Reduced
61
ACM
Argent Capital Management
Missouri
$41.9M +$4.99M 3 1.91% Increased
62
Kennedy Capital Management
Kennedy Capital Management
Missouri
$40.3M +$1.88M 4 0.82% Increased
63
Morgan Stanley
Morgan Stanley
New York
$39.9M +$7.81M 9 0.02% Increased
64
CRCP
Copper Rock Capital Partners
Massachusetts
$39.8M +$17.4M 2 3.41% Increased
65
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$39.3M -$34.2M 1 0.42% Reduced
66
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$38.9M +$6.59M 9 0.06% Increased
67
CC
Carlson Capital
Texas
$38.8M +$21.1M 1 0.47% Increased
68
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$38.3M -$578K 3 0.16% Reduced
69
Brown Advisory
Brown Advisory
Maryland
$37.8M -$114K 1 0.13% Reduced
70
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$37M -$11.3M 1 0.74% Reduced
71
AAM
AO Asset Management
New York
$36.5M +$877K 2 9.66% Increased
72
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$34.7M +$7.36M 8 0.05% Increased
73
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$33.9M +$5.2M 2 1.03% Increased
74
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33.4M -$20.1M 9 0.02% Reduced
75
CCI
Columbus Circle Investors
$33.1M -$53.6M 3 0.3% Reduced
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