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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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$27.6M +$6.94M 1 0.05% Increased
77
Kennedy Capital Management
Kennedy Capital Management
Missouri
$27.5M +$3.08M 3 0.56% Increased
78
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$27.3M +$6.56M 1 0.43% Increased
79
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$26.4M +$3.24M 9 0.05% Increased
80
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$26.1M +$2.61M 7 0.01% Increased
81
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.4M -$208M 5 0.12% Reduced
82
CAM
Chou Associates Management
Ontario, Canada
$25.4M -$8.22M 1 8.73% Reduced
83
Janus Henderson Group
Janus Henderson Group
$25.4M +$2.76M 1 0.22% Increased
84
NCGI
Next Century Growth Investors
Minnesota
$24.5M +$485K 2 1.02% Increased
85
Brown Advisory
Brown Advisory
Maryland
$24M +$6.79M 1 0.09% Increased
86
Lazard Asset Management
Lazard Asset Management
New York
$23.8M +$8M 1 0.06% Increased
87
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$23.7M +$3.86M 5 0.1% Increased
88
Principal Financial Group
Principal Financial Group
Iowa
$23.6M +$6.78M 5 0.04% Increased
89
Cambiar Investors
Cambiar Investors
Colorado
$23.6M +$26.4M 1 0.35% New
90
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$22.7M -$7.31M 1 0.47% Reduced
91
MC
Maplelane Capital
New York
$22.3M +$13.3M 2 1.34% Increased
92
USAA
United Services Automobile Association
Texas
$21.8M +$7.25M 4 0.08% Increased
93
California Public Employees Retirement System
California Public Employees Retirement System
California
$21.5M +$1.95M 8 0.04% Increased
94
Barclays
Barclays
United Kingdom
$21M -$671K 9 0.03% Reduced
95
CRM
Cramer Rosenthal McGlynn
Connecticut
$20.9M +$4.42M 1 0.28% Increased
96
Federated Hermes
Federated Hermes
Pennsylvania
$20.5M -$521K 4 0.07% Reduced
97
MFAM
Motley Fool Asset Management
Virginia
$20.4M $0 1 3.99% Maintained
98
ACM
Andor Capital Management
New York
$20.3M -$13.4M 1 3.2% Reduced
99
CRCP
Copper Rock Capital Partners
Massachusetts
$20.3M +$22.6M 1 1.71% New
100
FMA
Fiduciary Management Associates
Illinois
$19.9M -$538K 1 1.3% Reduced