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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
Royce & Associates
Royce & Associates
New York
$68.5M +$457K 8 0.63% Increased
52
Renaissance Technologies
Renaissance Technologies
New York
$68.2M +$27.2M 5 0.06% Increased
53
LSV Asset Management
LSV Asset Management
Illinois
$68M -$2.27M 2 0.11% Reduced
54
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$67.4M -$2.11M 2 1.83% Reduced
55
Kennedy Capital Management
Kennedy Capital Management
Missouri
$65.9M +$4.11M 5 1.64% Increased
56
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$65.6M +$5.95M 2 0.46% Increased
57
APG Asset Management
APG Asset Management
Netherlands
$64.3M +$28M 1 0.11% Increased
58
Axa
Axa
France
$62.2M -$16.1M 4 0.25% Reduced
59
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$61.3M +$6.85M 8 0.05% Increased
60
Boston Partners
Boston Partners
Massachusetts
$59M -$9.77M 2 0.08% Reduced
61
Robeco Schweiz
Robeco Schweiz
Switzerland
$57.5M +$18.4M 2 2.47% Increased
62
FA
Friess Associates
Delaware
$55.8M +$8.98M 4 4.31% Increased
63
UBS Group
UBS Group
Switzerland
$53.1M +$1.92M 10 0.02% Increased
64
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$52.9M +$16.4M 4 4.74% Increased
65
Emerald Advisers
Emerald Advisers
Pennsylvania
$50.5M -$7.77M 2 2.36% Reduced
66
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$50.2M -$3.71M 2 2.22% Reduced
67
GF
Greenhouse Funds
Maryland
$47.4M +$16.3M 2 9.62% Increased
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$45.7M +$5.44M 8 0.08% Increased
69
Hood River Capital Management
Hood River Capital Management
Florida
$43.9M +$18M 2 2.24% Increased
70
Advisors Capital Management
Advisors Capital Management
New Jersey
$43.2M +$2M 3 2.35% Increased
71
Channing Capital Management
Channing Capital Management
Illinois
$42.6M +$42.4M 3 1.97% Increased
72
Frontier Capital Management
Frontier Capital Management
Massachusetts
$42.5M +$23.6M 1 0.33% Increased
73
Jennison Associates
Jennison Associates
New York
$42.2M -$16.8M 1 0.04% Reduced
74
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$42M -$7.76M 3 0.75% Reduced
75
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$41.3M +$44.2M 1 0.53% New