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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
76
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$21.5M -$913K 4 0.03% Reduced
77
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$21.3M -$3.39M 1 0.43% Reduced
78
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$19.9M +$15.4M 1 0.86% Increased
79
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$19.6M +$7.39M 4 0.08% Increased
80
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$19.5M -$2.34M 6 0.04% Reduced
81
ICOM
Investment Counselors of Maryland
Maryland
$19.4M +$1.58M 1 0.94% Increased
82
LCP
Lombardia Capital Partners
California
$19.3M -$1.31M 1 0.56% Reduced
83
PC
Passport Capital
California
$18.7M +$8.47M 2 0.48% Increased
84
Charles Schwab
Charles Schwab
California
$18.5M -$1.27M 6 0.03% Reduced
85
Kennedy Capital Management
Kennedy Capital Management
Missouri
$18.2M +$4.75M 3 0.34% Increased
86
Lazard Asset Management
Lazard Asset Management
New York
$18M +$1.38M 3 0.04% Increased
87
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$17.7M +$295K 4 0.3% Increased
88
SCA
Summit Creek Advisors
Minnesota
$17.7M +$2.21M 1 2.72% Increased
89
Principal Financial Group
Principal Financial Group
Iowa
$17.6M +$3.8M 4 0.03% Increased
90
CRM
Cramer Rosenthal McGlynn
Connecticut
$17.6M -$1.22M 1 0.18% Reduced
91
Calamos Advisors
Calamos Advisors
Illinois
$17.3M -$545K 1 0.11% Reduced
92
Federated Hermes
Federated Hermes
Pennsylvania
$17.2M +$574K 3 0.05% Increased
93
Credit Suisse
Credit Suisse
Switzerland
$16.5M -$40.1M 7 0.01% Reduced
94
AAM
AO Asset Management
New York
$16.4M +$15.3M 2 4.34% New
95
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15.5M -$518K 1 0.04% Reduced
96
MFAM
Motley Fool Asset Management
Virginia
$15.3M -$6.58M 1 2.88% Reduced
97
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$15.2M +$996K 2 0.05% Increased
98
BCM
BBT Capital Management
Texas
$14.8M -$7.69M 1 1.23% Reduced
99
BA
Broadview Advisors
Wisconsin
$14.8M +$2.66M 1 1.5% Increased
100
HA
Heartland Advisors
Wisconsin
$14.2M -$835K 1 0.28% Reduced