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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
Holocene Advisors
Holocene Advisors
New York
$39.8M +$33.1M 2 0.61% Increased
77
Becker Capital Management
Becker Capital Management
Oregon
$39.7M -$5.28M 1 1.47% Reduced
78
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$39.4M -$4.62K 2 0.28% Reduced
79
Wedge Capital Management
Wedge Capital Management
North Carolina
$38.8M +$39.5M 1 0.44% Increased
80
Aperio Group
Aperio Group
California
$38.3M -$4.04M 6 0.17% Reduced
81
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$37.5M +$15.9M 4 0.05% Increased
82
MetLife Investment Management
MetLife Investment Management
New Jersey
$36.7M +$23.9M 8 0.11% Increased
83
NPIC
Neumeier Poma Investment Counsel
California
$36M +$7.59M 1 3.02% Increased
84
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$35.2M +$12.6M 4 3.09% Increased
85
SIM
Sadoff Investment Management
Wisconsin
$35M -$210K 1 3% Reduced
86
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$34.9M +$6.04M 4 0.21% Increased
87
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$34.7M +$37.1M 1 0.09% New
88
Tocqueville Asset Management
Tocqueville Asset Management
New York
$34.1M -$9.7M 3 0.46% Reduced
89
NSLI
Nan Shan Life Insurance
Taiwan
$34.1M +$608K 1 0.67% Increased
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$34M +$33.6M 2 0.24% Increased
91
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$33.9M +$18.2M 1 0.74% Increased
92
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$33.4M +$7M 5 0.16% Increased
93
CMG
Cavalry Management Group
California
$32.9M -$11M 1 9.67% Reduced
94
CRM
Cramer Rosenthal McGlynn
Connecticut
$31.5M -$350K 1 0.75% Reduced
95
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$31.3M +$10.1M 3 0.09% Increased
96
Artemis Investment Management
Artemis Investment Management
United Kingdom
$31.2M +$20.8M 1 0.36% Increased
97
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30M +$7.13M 4 0.2% Increased
98
DCM
Divisar Capital Management
California
$29.7M +$5.65M 3 9.71% Increased
99
ECP
Elk Creek Partners
Colorado
$29.1M -$143K 2 2.1% Reduced
100
TSAM
Trinity Street Asset Management
United Kingdom
$29M +$30.1M 1 5.84% New