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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
LSV Asset Management
LSV Asset Management
Illinois
$110M -$7.84M 1 0.2% Reduced
52
ACB
Aristotle Capital Boston
Massachusetts
$102M +$753K 3 2.41% Increased
53
American Century Companies
American Century Companies
Missouri
$98.9M -$8.95M 6 0.08% Reduced
54
Capital Research Global Investors
Capital Research Global Investors
California
$97.3M $0 1 0.03% Maintained
55
Swedbank
Swedbank
Sweden
$94.5M -$53.3M 1 0.28% Reduced
56
Axa
Axa
France
$93.5M +$20.6M 3 0.29% Increased
57
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$93.3M +$21.9M 10 0.02% Increased
58
Woodline Partners
Woodline Partners
California
$89.2M +$24.2M 2 2.36% Increased
59
Folketrygdfondet
Folketrygdfondet
Norway
$88.1M -$10.8M 1 3.25% Reduced
60
UBS Group
UBS Group
Switzerland
$86.2M +$12.6M 9 0.03% Increased
61
Fisher Asset Management
Fisher Asset Management
Washington
$85.9M -$951K 3 0.06% Reduced
62
Credit Suisse
Credit Suisse
Switzerland
$85.5M +$15.7M 8 0.04% Increased
63
Emerald Advisers
Emerald Advisers
Pennsylvania
$84.4M +$166K 3 2.8% Increased
64
AIM
Anatole Investment Management
Hong Kong
$84.2M +$76.6M 1 15.46% New
65
Franklin Resources
Franklin Resources
California
$83.6M +$42.1M 1 0.04% Increased
66
Glenmede Trust
Glenmede Trust
Pennsylvania
$80.7M -$3.89M 3 0.44% Reduced
67
Hood River Capital Management
Hood River Capital Management
Florida
$79.6M +$14.9M 1 2.64% Increased
68
Channing Capital Management
Channing Capital Management
Illinois
$79.5M +$12M 3 3.24% Increased
69
Millennium Management
Millennium Management
New York
$79.4M -$4.93M 7 0.06% Reduced
70
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$78.7M -$776K 3 2.74% Reduced
71
IAM
Ion Asset Management
Israel
$78.6M -$47.3M 1 8.98% Reduced
72
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$78.5M +$5.34M 3 1.33% Increased
73
Royce & Associates
Royce & Associates
New York
$77.5M -$1.68M 6 0.64% Reduced
74
Principal Financial Group
Principal Financial Group
Iowa
$77.1M +$793K 7 0.06% Increased
75
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$75M -$5.67M 1 1.31% Reduced