← All themes Semiconductors

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	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$30.7M	+$15M	3	1.62%	Increased
77	Eaton Vance Management Boston, Massachusetts	$29.5M	+$18.7M	4	0.09%	Increased
78	Hennessy Advisors Inc Novato, California	$29.5M	+$32.7M	1	0.92%	New
79	GGHC Gilder Gagnon Howe & Co New York	$29M	-$9.13M	2	0.47%	Reduced
80	AAP Ardsley Advisory Partners Stamford, Connecticut	$28.3M	+$12.4M	2	3.69%	Increased
81	Emerald Advisers Leola, Pennsylvania	$28.2M	+$17.2M	3	1.33%	Increased
82	Thornburg Investment Management Santa Fe, New Mexico	$28.2M	+$28.6M	1	0.18%	New
83	Principal Financial Group Des Moines, Iowa	$28M	+$1.15M	5	0.04%	Increased
84	American Century Companies Kansas City, Missouri	$27.6M	+$15.9M	5	0.03%	Increased
85	Susquehanna International Group Bala Cynwyd, Pennsylvania	$27.4M	+$724K	7	0.01%	Increased
86	Palisade Capital Management Fort Lee, New Jersey	$27.1M	-$4.48M	3	0.88%	Reduced
87	D.E. Shaw & Co New York	$26.8M	+$8.21M	7	0.04%	Increased
88	CAM Chou Associates Management Toronto, Ontario, Canada	$26.3M	$0	1	5.64%	Maintained
89	New York State Common Retirement Fund Albany, New York	$26.2M	-$8.95M	8	0.04%	Reduced
90	State of New Jersey Common Pension Fund D Trenton, New Jersey	$25.5M	+$575K	4	0.11%	Increased
91	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$25.4M	+$2.53M	2	0.38%	Increased
92	CCM Cupps Capital Management Chicago, Illinois	$24.7M	+$6.93M	2	3.46%	Increased
93	AIC AWM Investment Company New York	$24.3M	-$325K	1	4.77%	Reduced
94	Kornitzer Capital Management Shawnee Mission, Kansas	$24.2M	-$1.2M	1	0.4%	Reduced
95	California Public Employees Retirement System Sacramento, California	$23.9M	+$859K	8	0.04%	Increased
96	Axa Paris, France	$23.9M	+$20M	4	0.1%	Increased
97	PIM Platinum Investment Management Sydney Australia 2000, Australia	$23.3M	-$5.35M	2	0.51%	Reduced
98	Barclays London, United Kingdom	$23.2M	+$1.47M	8	0.03%	Increased
99	NCGI Next Century Growth Investors Plymouth, Minnesota	$23.2M	-$4.27M	2	1%	Reduced
100	CRCP Copper Rock Capital Partners Boston, Massachusetts	$21.9M	+$3.43M	1	1.82%	Increased