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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
Robeco Schweiz
Robeco Schweiz
Switzerland
$82.9M $0 2 1.48% Maintained
52
Folketrygdfondet
Folketrygdfondet
Norway
$82.5M +$88.9M 1 1.73% Increased
53
Pinnacle Associates
Pinnacle Associates
New York
$81.9M -$1.83M 3 1.79% Reduced
54
SCM
Shapiro Capital Management
Georgia
$81.6M -$7.42M 1 2.04% Reduced
55
Westfield Capital Management
Westfield Capital Management
Massachusetts
$78.7M -$27.6M 2 0.62% Reduced
56
Frontier Capital Management
Frontier Capital Management
Massachusetts
$75.4M -$52.3M 2 0.87% Reduced
57
Axa
Axa
France
$75.1M +$934K 2 0.28% Increased
58
ACB
Aristotle Capital Boston
Massachusetts
$73.9M +$6.31M 3 2.2% Increased
59
Channing Capital Management
Channing Capital Management
Illinois
$73.1M -$14.2M 3 2.39% Reduced
60
Clal Insurance
Clal Insurance
Israel
$68.2M -$5.55M 1 0.91% Reduced
61
Eagle Asset Management
Eagle Asset Management
Florida
$67.2M +$8.33M 3 0.42% Increased
62
Deutsche Bank
Deutsche Bank
Germany
$66.4M -$74.8M 11 0.04% Reduced
63
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$66M +$18.6M 5 1.99% Increased
64
Penserra Capital Management
Penserra Capital Management
California
$65.2M -$3.13M 8 1.78% Reduced
65
UBS Group
UBS Group
Switzerland
$63.7M +$7.88M 12 0.03% Increased
66
EARNEST Partners
EARNEST Partners
Georgia
$63.1M +$9.78M 2 0.42% Increased
67
Fisher Asset Management
Fisher Asset Management
Washington
$61.3M +$378K 2 0.04% Increased
68
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.6M +$2.25M 2 0.21% Increased
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$60M +$3.76M 9 0.09% Increased
70
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$59.9M +$11.6M 2 0.41% Increased
71
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$59.6M +$20.2M 3 0.69% Increased
72
Brown Advisory
Brown Advisory
Maryland
$59.5M +$11.9M 2 0.11% Increased
73
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$57.7M +$6.73M 8 0.01% Increased
74
Rockefeller Capital Management
Rockefeller Capital Management
New York
$57.7M -$2.54M 7 0.31% Reduced
75
PIM
Platinum Investment Management
Australia
$57.1M -$221K 1 2.16% Reduced
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