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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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$69.7M -$7M 4 0.26% Reduced
52
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$69.3M -$109K 3 0.55% Reduced
53
Wells Fargo
Wells Fargo
California
$68.1M +$9.46M 9 0.02% Increased
54
Fisher Asset Management
Fisher Asset Management
Washington
$67.3M -$551K 4 0.09% Reduced
55
GGHC
Gilder Gagnon Howe & Co
New York
$65.8M -$49.4M 4 0.71% Reduced
56
Emerald Advisers
Emerald Advisers
Pennsylvania
$63.6M +$18.2M 3 2.4% Increased
57
Macquarie Group
Macquarie Group
Australia
$62.5M +$213K 4 0.11% Increased
58
Hood River Capital Management
Hood River Capital Management
Florida
$62.2M +$4.83M 1 3.19% Increased
59
Boston Partners
Boston Partners
Massachusetts
$61M -$1.8M 2 0.07% Reduced
60
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$60.9M -$7.12M 2 1.52% Reduced
61
Brandes Investment Partners
Brandes Investment Partners
California
$57.7M -$1.62M 1 1.3% Reduced
62
Miller Howard Investments
Miller Howard Investments
New York
$55.3M +$54.4M 1 1.33% Increased
63
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$55.1M +$18.4M 3 2% Increased
64
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$54.4M -$30M 1 1.56% Reduced
65
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$51M -$2.96M 9 0.05% Reduced
66
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$48.7M +$4.31M 2 0.14% Increased
67
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$47.6M -$8.65M 2 0.51% Reduced
68
NSLI
Nan Shan Life Insurance
Taiwan
$46.3M +$47.7M 1 1.07% New
69
Silvercrest Asset Management
Silvercrest Asset Management
New York
$44.7M -$2.64M 1 0.42% Reduced
70
FA
Friess Associates
Delaware
$44.6M +$24.8M 3 3.52% Increased
71
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$44.1M +$756K 1 3.38% Increased
72
YCM
Yiheng Capital Management
California
$44M +$22.7M 1 7.35% Increased
73
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$43.3M +$5.92M 2 0.36% Increased
74
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$43M +$1.88M 7 0.01% Increased
75
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$41.5M +$10.2M 1 0.96% Increased