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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
Hood River Capital Management
Hood River Capital Management
Florida
$45M +$21.8M 2 2.86% Increased
77
Brandes Investment Partners
Brandes Investment Partners
California
$44.1M -$25.2M 1 0.9% Reduced
78
Emerald Advisers
Emerald Advisers
Pennsylvania
$42.2M -$32M 3 1.72% Reduced
79
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$42M +$6.15M 2 1.01% Increased
80
BAMCO Inc
BAMCO Inc
New York
$41.9M +$38.6M 1 0.2% Increased
81
Credit Suisse
Credit Suisse
Switzerland
$41.2M +$25.4M 9 0.04% Increased
82
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$38.5M +$548K 1 3.29% Increased
83
NSLI
Nan Shan Life Insurance
Taiwan
$37.4M +$40M 1 0.77% New
84
Parnassus Investments
Parnassus Investments
California
$37.3M -$23.9M 1 0.15% Reduced
85
Calamos Advisors
Calamos Advisors
Illinois
$36.3M +$9.09M 2 0.28% Increased
86
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$35.9M -$9.85M 2 0.08% Reduced
87
TimesSquare Capital Management
TimesSquare Capital Management
New York
$35.3M -$7.62M 1 0.24% Reduced
88
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$34M -$27.1M 3 1.42% Reduced
89
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$33.4M +$36.4M 1 3.02% New
90
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$32.9M +$5.31M 2 0.18% Increased
91
GW&K Investment Management
GW&K Investment Management
Massachusetts
$32.5M +$1.47M 1 0.54% Increased
92
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$31.7M +$4.23M 3 0.27% Increased
93
OMC
Oak Management Corp
Connecticut
$31M $0 1 10.2% Maintained
94
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$30.7M +$1.8M 1 1.44% Increased
95
Fred Alger Management
Fred Alger Management
New York
$30.6M -$4.8M 3 0.14% Reduced
96
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M -$1.16M 5 0.06% Reduced
97
USAA
United Services Automobile Association
Texas
$30.4M -$22.9M 5 0.09% Reduced
98
MC
Maplelane Capital
New York
$30.3M -$4.77M 2 0.6% Reduced
99
RB
Rodgers Brothers
Pennsylvania
$30.3M -$125K 1 10.66% Reduced
100
Raymond James & Associates
Raymond James & Associates
Florida
$30M +$5.49M 6 0.06% Increased