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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
$125M -$11.9M 1 0.03% Reduced
52
Clal Insurance
Clal Insurance
Israel
$123M $0 1 1.33% Maintained
53
Channing Capital Management
Channing Capital Management
Illinois
$121M +$80.6M 3 3.44% Increased
54
Acadian Asset Management
Acadian Asset Management
Massachusetts
$121M +$16.2M 3 0.45% Increased
55
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$118M +$7.68M 7 0.06% Increased
56
Pinnacle Associates
Pinnacle Associates
New York
$117M -$1.35M 3 2.02% Reduced
57
ACB
Aristotle Capital Boston
Massachusetts
$115M -$3.87M 3 2.7% Reduced
58
Principal Financial Group
Principal Financial Group
Iowa
$115M -$511K 6 0.07% Reduced
59
Folketrygdfondet
Folketrygdfondet
Norway
$114M -$10.7M 1 2.76% Reduced
60
Robeco Schweiz
Robeco Schweiz
Switzerland
$111M -$22.2M 2 1.43% Reduced
61
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$106M +$47.3M 2 0.62% Increased
62
Westfield Capital Management
Westfield Capital Management
Massachusetts
$106M -$5.92M 2 0.63% Reduced
63
PIM
Platinum Investment Management
Australia
$104M $0 1 2.9% Maintained
64
Penserra Capital Management
Penserra Capital Management
California
$103M -$7.09M 8 2.2% Reduced
65
Axa
Axa
France
$101M -$324K 2 0.26% Reduced
66
Jennison Associates
Jennison Associates
New York
$99.1M -$1.1M 2 0.06% Reduced
67
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$92.1M +$32.8M 11 0.02% Increased
68
Franklin Resources
Franklin Resources
California
$92M +$37M 5 0.03% Increased
69
UBS Group
UBS Group
Switzerland
$89.9M +$8.43M 9 0.03% Increased
70
Bank of Montreal
Bank of Montreal
Ontario, Canada
$87M -$51.5M 6 0.05% Reduced
71
Brown Advisory
Brown Advisory
Maryland
$85.4M -$838K 3 0.11% Reduced
72
Natixis Advisors
Natixis Advisors
Massachusetts
$85.4M +$7.08M 5 0.33% Increased
73
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$83.7M +$175K 7 0.1% Increased
74
NGM
North Growth Management
British Columbia, Canada
$83.4M -$2.34M 3 13.85% Reduced
75
LMR Partners
LMR Partners
United Kingdom
$82.7M +$40.3M 6 0.84% Increased