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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
Royce & Associates
Royce & Associates
New York
$72.4M +$9.45M 7 0.48% Increased
52
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$70.6M +$2.98M 6 0.29% Increased
53
Brandes Investment Partners
Brandes Investment Partners
California
$70.5M -$162K 1 1.11% Reduced
54
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$68.6M +$9.98M 2 1.12% Increased
55
Parnassus Investments
Parnassus Investments
California
$67.6M -$43.1M 1 0.28% Reduced
56
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$65.9M -$54M 2 4.61% Reduced
57
Wells Fargo
Wells Fargo
California
$65.7M -$2.96M 9 0.02% Reduced
58
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$65.4M +$30.6M 7 0.03% Increased
59
Deutsche Bank
Deutsche Bank
Germany
$64.5M -$4.15M 9 0.05% Reduced
60
Westfield Capital Management
Westfield Capital Management
Massachusetts
$64.4M -$51.6M 2 0.55% Reduced
61
Macquarie Group
Macquarie Group
Australia
$64.1M +$12.2M 4 0.12% Increased
62
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$63.8M -$8.21M 2 0.84% Reduced
63
Brown Advisory
Brown Advisory
Maryland
$63.6M +$1.05M 2 0.19% Increased
64
Fisher Asset Management
Fisher Asset Management
Washington
$63.6M -$820K 4 0.1% Reduced
65
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$62.8M -$14.5M 4 2.74% Reduced
66
Eagle Asset Management
Eagle Asset Management
Florida
$57.8M +$5.35M 2 0.35% Increased
67
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$56.8M -$17.7M 4 0.23% Reduced
68
USAA
United Services Automobile Association
Texas
$56.2M +$17.3M 5 0.17% Increased
69
Kennedy Capital Management
Kennedy Capital Management
Missouri
$55.6M -$13.1M 5 1.06% Reduced
70
TimesSquare Capital Management
TimesSquare Capital Management
New York
$52.8M -$4.08M 1 0.34% Reduced
71
Balyasny Asset Management
Balyasny Asset Management
Illinois
$51.5M +$35.2M 2 0.21% Increased
72
RCM
Roystone Capital Management
New York
$48.6M +$46.5M 1 3.23% New
73
Axa
Axa
France
$47.4M +$5.68M 4 0.22% Increased
74
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$46.5M +$3.52M 9 0.06% Increased
75
Fidelity International
Fidelity International
Bermuda
$45M +$23.1M 2 0.13% Increased