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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
Capital Research Global Investors
Capital Research Global Investors
California
$64M -$10.2M 1 0.03% Reduced
52
Boston Partners
Boston Partners
Massachusetts
$62.7M +$2.59M 2 0.12% Increased
53
YCM
Yiheng Capital Management
California
$62.5M +$2.86M 1 4.91% Increased
54
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$61.7M +$9.83M 6 0.21% Increased
55
SCM
Shapiro Capital Management
Georgia
$61.4M +$32.8M 1 2.09% Increased
56
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$60.2M +$19.7M 1 1.64% Increased
57
Holocene Advisors
Holocene Advisors
New York
$59.6M +$53.1M 4 0.64% Increased
58
Wells Fargo
Wells Fargo
California
$58.1M -$4.81M 9 0.02% Reduced
59
Acadian Asset Management
Acadian Asset Management
Massachusetts
$57.3M +$19.5M 3 0.33% Increased
60
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$56.4M +$40.7M 1 0.25% Increased
61
Axa
Axa
France
$55.4M -$8.86M 4 0.28% Reduced
62
Ariel Investments
Ariel Investments
Illinois
$55.3M -$563K 1 0.97% Reduced
63
Emerald Advisers
Emerald Advisers
Pennsylvania
$54.9M -$2.95M 3 3.18% Reduced
64
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$54.5M -$14.4M 2 1.95% Reduced
65
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$51.4M +$725K 9 0.05% Increased
66
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$50.5M +$2.51M 8 0.11% Increased
67
Royce & Associates
Royce & Associates
New York
$50.3M -$8.05M 7 0.69% Reduced
68
Principal Financial Group
Principal Financial Group
Iowa
$47.8M -$19.4M 6 0.05% Reduced
69
Marshall Wace North America
Marshall Wace North America
New York
$46.5M +$10.2M 4 0.35% Increased
70
Channing Capital Management
Channing Capital Management
Illinois
$44.5M +$3.47M 3 3.14% Increased
71
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$43.8M -$7.2M 3 2.75% Reduced
72
MCMC
Matrix Capital Management Company
New Hampshire
$42.7M +$45.6M 1 1.09% New
73
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.6M -$68.5M 5 0.12% Reduced
74
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$41.4M +$9.21M 1 0.35% Increased
75
NPIC
Neumeier Poma Investment Counsel
California
$41M -$12.4M 1 4.22% Reduced