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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
Kennedy Capital Management
Kennedy Capital Management
Missouri
$60.6M -$15.5M 4 1.05% Reduced
52
BlackRock Advisors
BlackRock Advisors
Delaware
$60.6M -$7.53M 9 0.06% Reduced
53
OMC
Oak Management Corp
Connecticut
$60.2M $0 1 17.3% Maintained
54
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$60M +$21.8M 4 0.26% Increased
55
Deutsche Bank
Deutsche Bank
Germany
$60M +$9.34M 9 0.05% Increased
56
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$57.1M +$2.17M 1 0.86% Increased
57
SP
Summit Partners
Massachusetts
$56.4M +$136K 1 15.34% Increased
58
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$55.7M +$5.03M 9 0.03% Increased
59
QAM
Quentec Asset Management
New York
$53.3M +$35.8M 3 5.93% Increased
60
ACM
Argent Capital Management
Missouri
$53.1M -$1.53M 4 2.16% Reduced
61
Charles Schwab
Charles Schwab
California
$52.8M +$6.79M 8 0.06% Increased
62
Pinnacle Associates
Pinnacle Associates
New York
$52.8M -$2.94M 1 1.07% Reduced
63
Brandes Investment Partners
Brandes Investment Partners
California
$51.7M +$5.01M 1 0.78% Increased
64
TimesSquare Capital Management
TimesSquare Capital Management
New York
$49.3M -$8.46M 1 0.33% Reduced
65
Brown Advisory
Brown Advisory
Maryland
$48.7M +$3.48M 2 0.17% Increased
66
Frontier Capital Management
Frontier Capital Management
Massachusetts
$45.9M +$15.7M 2 0.35% Increased
67
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$44.7M -$3.93M 1 1.79% Reduced
68
Wells Fargo
Wells Fargo
California
$43.7M +$16.7M 9 0.02% Increased
69
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$38.1M -$8.91M 8 0.02% Reduced
70
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$37.9M -$2.22M 1 0.74% Reduced
71
UBS AM
UBS AM
Illinois
$37.6M -$8.78M 6 0.04% Reduced
72
Lazard Asset Management
Lazard Asset Management
New York
$37.3M +$414K 2 0.08% Increased
73
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$36.3M +$1.44M 3 0.13% Increased
74
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$34M -$2.2M 8 0.05% Reduced
75
WC
Weatherbie Capital
Massachusetts
$33.7M +$4.4M 1 4.23% Increased