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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
VOYA Investment Management
VOYA Investment Management
Georgia
$35.5M +$10.7M 7 0.09% Increased
77
Fisher Asset Management
Fisher Asset Management
Washington
$34.8M +$5.19M 4 0.05% Increased
78
DCM
Daruma Capital Management
New York
$34.2M +$33.1M 3 4.56% Increased
79
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$32.7M -$16.9M 2 0.3% Reduced
80
SIM
Sadoff Investment Management
Wisconsin
$32M +$29.9M 1 3.13% New
81
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$31.6M -$4.92M 4 0.21% Reduced
82
Frontier Capital Management
Frontier Capital Management
Massachusetts
$31.1M -$322K 2 0.25% Reduced
83
FA
Friess Associates
Delaware
$30.1M -$13.5M 1 2.57% Reduced
84
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$30M -$29.8K 2 0.25% Reduced
85
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$29.1M -$19.9K 1 1.47% Reduced
86
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.3M +$7.14M 7 0.01% Increased
87
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$27M -$4.7M 2 0.39% Reduced
88
NSLI
Nan Shan Life Insurance
Taiwan
$24.8M -$98.5K 1 0.59% Reduced
89
ECP
Elk Creek Partners
Colorado
$24.5M +$18.2M 2 2.03% Increased
90
AIG
American International Group
New York
$24.5M +$1.51M 8 0.1% Increased
91
California Public Employees Retirement System
California Public Employees Retirement System
California
$24.1M +$2.53M 8 0.03% Increased
92
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$23.9M -$537K 2 0.13% Reduced
93
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$23.8M -$521K 1 1.78% Reduced
94
CRM
Cramer Rosenthal McGlynn
Connecticut
$23.7M -$5.61M 1 0.6% Reduced
95
RB
Rodgers Brothers
Pennsylvania
$23.5M +$907K 1 7.57% Increased
96
Two Sigma Investments
Two Sigma Investments
New York
$23M +$3.26M 7 0.09% Increased
97
PP
PDT Partners
New York
$22.8M +$13.1M 7 1.27% Increased
98
Swiss National Bank
Swiss National Bank
Switzerland
$21.2M +$1.31M 7 0.03% Increased
99
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21M -$2.84M 7 0.03% Reduced
100
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$20.9M -$11.3M 1 0.6% Reduced