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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
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$70.8M +$1.76M 2 1.75% Increased
52
Principal Financial Group
Principal Financial Group
Iowa
$69.6M -$14.7M 6 0.06% Reduced
53
Boston Partners
Boston Partners
Massachusetts
$69.4M -$13.1M 2 0.09% Reduced
54
Oaktree Capital Management
Oaktree Capital Management
California
$61M $0 1 1.14% Maintained
55
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$60.9M +$23.4M 2 0.42% Increased
56
Kennedy Capital Management
Kennedy Capital Management
Missouri
$60.4M -$2.11M 4 1.43% Reduced
57
Emerald Advisers
Emerald Advisers
Pennsylvania
$59.8M -$707K 2 2.4% Reduced
58
Royce & Associates
Royce & Associates
New York
$59.8M -$7.53M 8 0.54% Reduced
59
Jennison Associates
Jennison Associates
New York
$58.1M -$4.49M 1 0.06% Reduced
60
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$55.6M $0 2 2.21% Maintained
61
Westfield Capital Management
Westfield Capital Management
Massachusetts
$54.9M +$28.5M 1 0.41% Increased
62
Holocene Advisors
Holocene Advisors
New York
$54.5M +$13.5M 3 0.7% Increased
63
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$53.8M -$6.68M 8 0.04% Reduced
64
Renaissance Technologies
Renaissance Technologies
New York
$51.6M -$43.7M 4 0.05% Reduced
65
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$51.6M -$1.33M 4 0.1% Reduced
66
UBS Group
UBS Group
Switzerland
$51.5M -$99.2K 10 0.02% Reduced
67
VOYA Investment Management
VOYA Investment Management
Georgia
$49.3M +$10.7M 7 0.11% Increased
68
YCM
Yiheng Capital Management
California
$48.2M +$2.31M 1 5.68% Increased
69
FA
Friess Associates
Delaware
$48.1M -$6.96M 3 3.51% Reduced
70
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$47.2M +$16.5M 5 0.13% Increased
71
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$42.5M +$2.04M 1 3.09% Increased
72
Becker Capital Management
Becker Capital Management
Oregon
$42.3M -$1.27M 1 1.53% Reduced
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$41.9M +$4.27M 2 0.29% Increased
74
Wedge Capital Management
Wedge Capital Management
North Carolina
$41.8M -$939K 1 0.48% Reduced
75
Advisors Capital Management
Advisors Capital Management
New Jersey
$41.1M +$35.5M 3 2.44% Increased