← All themes Semiconductors

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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$59M +$49.4M 2 0.18% Increased
52
Brandes Investment Partners
Brandes Investment Partners
California
$56.1M -$53.2K 1 0.84% Reduced
53
AllianceBernstein
AllianceBernstein
Tennessee
$54.7M +$2.51M 8 0.05% Increased
54
TimesSquare Capital Management
TimesSquare Capital Management
New York
$53.3M -$5.1M 1 0.34% Reduced
55
ACM
Argent Capital Management
Missouri
$51.7M +$1.34M 4 2.22% Increased
56
SP
Summit Partners
Massachusetts
$51.5M $0 1 11.35% Maintained
57
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$51.4M -$557K 6 0.02% Reduced
58
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$48.9M -$3.56M 9 0.03% Reduced
59
Deutsche Bank
Deutsche Bank
Germany
$48.7M +$2.13M 9 0.03% Increased
60
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$46.8M -$257K 1 0.77% Reduced
61
UBS AM
UBS AM
Illinois
$45M +$107K 7 0.05% Increased
62
Morgan Stanley
Morgan Stanley
New York
$43.6M +$2.86M 9 0.01% Increased
63
Charles Schwab
Charles Schwab
California
$42.9M +$2.98M 8 0.05% Increased
64
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$42M -$87K 1 1.78% Reduced
65
Brown Advisory
Brown Advisory
Maryland
$41.2M +$2.71M 2 0.14% Increased
66
Hood River Capital Management
Hood River Capital Management
Florida
$38.4M +$4.32M 2 3.93% Increased
67
Masters Capital Management
Masters Capital Management
Georgia
$38.1M +$19.9M 2 0.77% Increased
68
Westfield Capital Management
Westfield Capital Management
Massachusetts
$37.9M +$29.8M 2 0.31% Increased
69
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$37M -$2.88M 1 0.28% Reduced
70
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$36.9M +$3.22M 8 0.06% Increased
71
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$36.2M +$9.5M 4 0.65% Increased
72
Allianz Asset Management
Allianz Asset Management
Germany
$36M +$14.9M 4 0.04% Increased
73
GW&K Investment Management
GW&K Investment Management
Massachusetts
$35.3M -$579K 1 0.66% Reduced
74
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$35M -$23.4M 3 0.15% Reduced
75
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$34.9M -$4.49M 2 0.99% Reduced
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