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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
GGHC
Gilder Gagnon Howe & Co
New York
$66.1M -$1.5M 4 0.67% Reduced
52
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$65.5M +$3.43M 3 2.21% Increased
53
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$64.9M -$2.04M 2 1.54% Reduced
54
Wells Fargo
Wells Fargo
California
$64.3M +$748K 9 0.02% Increased
55
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$55.8M +$4.4M 9 0.05% Increased
56
Brandes Investment Partners
Brandes Investment Partners
California
$54.2M -$1.73M 1 1.22% Reduced
57
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$53.1M -$19.7M 3 0.2% Reduced
58
Fisher Asset Management
Fisher Asset Management
Washington
$52.6M +$64K 4 0.06% Increased
59
D.E. Shaw & Co
D.E. Shaw & Co
New York
$52.3M +$29.3M 8 0.06% Increased
60
Hood River Capital Management
Hood River Capital Management
Florida
$52.1M -$12.3M 1 2.3% Reduced
61
Eagle Asset Management
Eagle Asset Management
Florida
$51M -$35M 1 0.25% Reduced
62
Miller Howard Investments
Miller Howard Investments
New York
$50.2M -$3.38M 1 1.21% Reduced
63
AQR Capital Management
AQR Capital Management
Connecticut
$49.7M +$25.3M 3 0.05% Increased
64
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$49.7M -$6.02M 3 0.51% Reduced
65
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$49.7M +$1.56M 1 3.59% Increased
66
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$49M -$356K 1 1.1% Reduced
67
Frontier Capital Management
Frontier Capital Management
Massachusetts
$48.4M -$48.7M 2 0.31% Reduced
68
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$47.8M -$335K 2 0.37% Reduced
69
OMC
Oak Management Corp
Connecticut
$46.2M $0 1 11.65% Maintained
70
Robeco Schweiz
Robeco Schweiz
Switzerland
$44.9M +$4.5M 1 1.75% Increased
71
Discovery Capital Management
Discovery Capital Management
Connecticut
$44.3M -$55.7M 2 2.64% Reduced
72
Becker Capital Management
Becker Capital Management
Oregon
$44.2M -$403K 1 1.41% Reduced
73
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$44M -$2.3M 2 0.12% Reduced
74
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$43M -$28.2M 2 0.31% Reduced
75
FA
Friess Associates
Delaware
$41.3M -$7.47M 2 2.88% Reduced