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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
Jennison Associates
Jennison Associates
New York
$71.2M +$76.1M 1 0.07% New
52
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$68.5M +$5.64M 2 1.71% Increased
53
SCM
Shapiro Capital Management
Georgia
$66.4M -$11.9M 1 1.55% Reduced
54
Kennedy Capital Management
Kennedy Capital Management
Missouri
$64.1M +$1.38M 4 1.51% Increased
55
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$63.5M -$563K 9 0.05% Reduced
56
BAMCO Inc
BAMCO Inc
New York
$61.2M +$20.8M 1 0.26% Increased
57
Eagle Asset Management
Eagle Asset Management
Florida
$60.3M +$11.5M 2 0.32% Increased
58
Emerald Advisers
Emerald Advisers
Pennsylvania
$57.3M -$12.6M 2 2.33% Reduced
59
UBS Group
UBS Group
Switzerland
$54.8M +$10.8M 9 0.02% Increased
60
Millennium Management
Millennium Management
New York
$54.4M -$66.8M 8 0.08% Reduced
61
FA
Friess Associates
Delaware
$54.3M +$17.4M 3 3.98% Increased
62
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$52.6M -$11.8M 2 2.11% Reduced
63
Miller Howard Investments
Miller Howard Investments
New York
$51.2M +$1.85M 1 1.41% Increased
64
YCM
Yiheng Capital Management
California
$50.7M +$4.95M 1 5.93% Increased
65
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$50.4M -$58.1M 7 0.01% Reduced
66
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$50.2M -$17.8M 3 0.1% Reduced
67
Brandes Investment Partners
Brandes Investment Partners
California
$49.9M -$2.68M 1 1.16% Reduced
68
Alyeska Investment Group
Alyeska Investment Group
Illinois
$47.5M +$27.5M 4 0.63% Increased
69
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$46.5M +$896K 2 0.5% Increased
70
Robeco Schweiz
Robeco Schweiz
Switzerland
$43.9M +$2.22M 1 1.82% Increased
71
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$43.1M +$876K 8 0.08% Increased
72
Polar Capital
Polar Capital
United Kingdom
$41.6M +$13.9M 1 0.39% Increased
73
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$41.2M -$985K 1 3.08% Reduced
74
DCM
Daruma Capital Management
New York
$41M +$466K 3 4.66% Increased
75
VOYA Investment Management
VOYA Investment Management
Georgia
$40.6M -$5.39M 7 0.09% Reduced