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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
Brown Advisory
Brown Advisory
Maryland
$29.8M +$1.55M 1 0.1% Increased
77
VOYA Investment Management
VOYA Investment Management
Georgia
$28.1M +$17.4M 7 0.07% Increased
78
GW&K Investment Management
GW&K Investment Management
Massachusetts
$28M +$11.7M 1 0.58% Increased
79
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$27.9M -$7.73M 7 0.04% Reduced
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$27.7M -$1.31M 8 0.04% Reduced
81
Pinnacle Associates
Pinnacle Associates
New York
$26.9M +$3.95M 1 0.58% Increased
82
Federated Hermes
Federated Hermes
Pennsylvania
$26.4M +$9.7M 5 0.08% Increased
83
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$25.5M -$4.65M 1 0.3% Reduced
84
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$25.5M +$12.9M 5 0.53% Increased
85
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$25.2M -$9.11M 1 0.51% Reduced
86
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.5M -$92M 4 0.08% Reduced
87
KI
Kalmar Investments
Delaware
$23.7M +$11.3M 2 1.04% Increased
88
WC
Weatherbie Capital
Massachusetts
$22.7M +$13.9M 1 3.22% Increased
89
AAM
AO Asset Management
New York
$22.5M -$11.5M 2 5.91% Reduced
90
Eagle Asset Management
Eagle Asset Management
Florida
$22M +$25.5M 1 0.15% New
91
California Public Employees Retirement System
California Public Employees Retirement System
California
$22M -$546K 8 0.04% Reduced
92
CAM
Chou Associates Management
Ontario, Canada
$21.3M $0 1 8.14% Maintained
93
BlackRock Group
BlackRock Group
United Kingdom
$20.5M -$2.93M 7 0.01% Reduced
94
PIM
Platinum Investment Management
Australia
$20.4M +$516K 2 0.51% Increased
95
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$20.4M +$7.04M 2 0.37% Increased
96
RIM
Rainier Investment Management
Washington
$20.2M +$5.02M 2 0.98% Increased
97
Two Sigma Advisers
Two Sigma Advisers
New York
$19.5M +$4.83M 4 0.1% Increased
98
AIC
AWM Investment Company
New York
$19.2M +$2.13M 1 4.1% Increased
99
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$18.8M +$18.5M 1 1.02% Increased
100
Hood River Capital Management
Hood River Capital Management
Florida
$18.3M +$1.87M 2 2.45% Increased