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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
TimesSquare Capital Management
TimesSquare Capital Management
New York
$45.8M -$10.8M 1 0.3% Reduced
52
Marshall Wace
Marshall Wace
United Kingdom
$42.8M +$25.8M 4 0.36% Increased
53
Principal Financial Group
Principal Financial Group
Iowa
$42.4M +$1.58M 5 0.06% Increased
54
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$41.6M +$18M 9 0.02% Increased
55
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$41M -$1.86M 1 1.88% Reduced
56
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$40.8M +$45.1M 2 0.23% New
57
Emerald Advisers
Emerald Advisers
Pennsylvania
$40.5M -$99.6K 5 1.95% Reduced
58
ACM
Argent Capital Management
Missouri
$40.4M +$781K 3 1.81% Increased
59
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40.2M +$5.47M 3 0.16% Increased
60
SP
Summit Partners
Massachusetts
$40.1M -$53.1M 1 18.21% Reduced
61
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$39.5M -$3.77M 4 2.22% Reduced
62
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$39.3M -$1.7M 1 0.3% Reduced
63
Deutsche Bank
Deutsche Bank
Germany
$38M -$7.09M 9 0.03% Reduced
64
American Century Companies
American Century Companies
Missouri
$37.2M +$12.7M 6 0.04% Increased
65
Morgan Stanley
Morgan Stanley
New York
$37M +$971K 9 0.01% Increased
66
D.E. Shaw & Co
D.E. Shaw & Co
New York
$36.2M +$13M 5 0.07% Increased
67
RS Investment Management
RS Investment Management
California
$33.8M +$32.5M 1 0.35% Increased
68
UBS AM
UBS AM
Illinois
$33.6M +$13.9M 6 0.04% Increased
69
Millennium Management
Millennium Management
New York
$33.1M -$14.9M 6 0.08% Reduced
70
Charles Schwab
Charles Schwab
California
$33M -$3.98M 8 0.04% Reduced
71
CRCP
Copper Rock Capital Partners
Massachusetts
$32.4M +$544K 2 2.46% Increased
72
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$32.3M +$635K 2 0.98% Increased
73
Lazard Asset Management
Lazard Asset Management
New York
$31.9M +$6.72M 2 0.07% Increased
74
Two Sigma Investments
Two Sigma Investments
New York
$31.8M +$6.43M 5 0.14% Increased
75
QAM
Quentec Asset Management
New York
$30.1M +$23.4M 2 3.74% Increased
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