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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
Macquarie Group
Macquarie Group
Australia
$62.9M +$8.11M 6 0.12% Increased
52
Franklin Resources
Franklin Resources
California
$61.8M -$244M 1 0.04% Reduced
53
Renaissance Technologies
Renaissance Technologies
New York
$61.6M -$5.46M 4 0.07% Reduced
54
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$61.1M +$30.5M 3 0.14% Increased
55
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$60.9M +$15.8M 3 0.26% Increased
56
Emerald Advisers
Emerald Advisers
Pennsylvania
$60.4M -$8.64M 3 2.97% Reduced
57
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$59.4M +$9.05M 9 0.06% Increased
58
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$55.6M -$7.8M 2 2.6% Reduced
59
Brandes Investment Partners
Brandes Investment Partners
California
$53.3M -$3.09M 1 1.36% Reduced
60
Miller Howard Investments
Miller Howard Investments
New York
$50.3M -$2M 1 1.47% Reduced
61
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$50.3M -$6.92M 2 1.42% Reduced
62
Kennedy Capital Management
Kennedy Capital Management
Missouri
$49.4M -$15M 4 1.23% Reduced
63
BAMCO Inc
BAMCO Inc
New York
$42.5M +$33.9M 1 0.22% Increased
64
Tocqueville Asset Management
Tocqueville Asset Management
New York
$41.5M +$3.61M 3 0.62% Increased
65
UBS Group
UBS Group
Switzerland
$41.5M +$7.13M 9 0.02% Increased
66
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$41.2M +$3.54M 1 0.5% Increased
67
Becker Capital Management
Becker Capital Management
Oregon
$40.6M -$6.86M 1 1.58% Reduced
68
YCM
Yiheng Capital Management
California
$39.9M +$13.5M 1 5.88% Increased
69
CMG
Cavalry Management Group
California
$39.8M +$14.8M 2 9.27% Increased
70
Aperio Group
Aperio Group
California
$39.4M -$276K 6 0.2% Reduced
71
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$36.8M +$3.12M 1 2.83% Increased
72
OMC
Oak Management Corp
Connecticut
$36.1M $0 1 10.59% Maintained
73
Eagle Asset Management
Eagle Asset Management
Florida
$36.1M +$385K 1 0.23% Increased
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$35.9M +$14.1M 9 0.08% Increased
75
Robeco Schweiz
Robeco Schweiz
Switzerland
$35.6M +$6.01M 1 1.65% Increased