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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
$50.1M -$8M 1 2.17% Reduced
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$49.7M -$1.99M 9 0.08% Reduced
78
Emerald Advisers
Emerald Advisers
Pennsylvania
$49.4M +$10.2M 3 2.03% Increased
79
Royce & Associates
Royce & Associates
New York
$49.2M -$2.44M 6 0.53% Reduced
80
Primecap Management
Primecap Management
California
$48.8M -$74.9M 3 0.04% Reduced
81
Woodline Partners
Woodline Partners
California
$48.7M +$40.8M 3 1.6% Increased
82
DCM
Divisar Capital Management
California
$48.1M +$2.35M 3 15.9% Increased
83
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$46.7M +$13.7M 3 2.07% Increased
84
AQR Capital Management
AQR Capital Management
Connecticut
$46.4M +$4.57M 7 0.08% Increased
85
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$45M -$1.9M 2 1.19% Reduced
86
NGM
North Growth Management
British Columbia, Canada
$44M +$14M 3 9.68% Increased
87
Swiss National Bank
Swiss National Bank
Switzerland
$43.5M +$1.81M 7 0.03% Increased
88
California Public Employees Retirement System
California Public Employees Retirement System
California
$43.5M +$2.4M 8 0.04% Increased
89
YCM
Yiheng Capital Management
California
$41.7M -$74.7M 1 2.51% Reduced
90
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.4M +$11.8M 1 0.63% Increased
91
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$40.4M +$43.2M 9 0.05% Increased
92
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$40.2M +$2.86M 3 0.19% Increased
93
SCC
Spring Creek Capital
Kansas
$39.8M +$52.8M 1 7.92% New
94
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$39.8M +$4.98M 9 0.05% Increased
95
Scout Investments
Scout Investments
Missouri
$39M -$81.9K 2 0.87% Reduced
96
Channing Capital Management
Channing Capital Management
Illinois
$38.4M -$520K 3 2.08% Reduced
97
TC
Tairen Capital
Hong Kong
$37.4M +$35.4M 1 4.05% Increased
98
TSAM
Trinity Street Asset Management
United Kingdom
$37.3M +$6.07M 1 4.53% Increased
99
Russell Investments Group
Russell Investments Group
United Kingdom
$36.8M -$10.2M 8 0.08% Reduced
100
SCM
Shapiro Capital Management
Georgia
$36.2M -$6.31M 1 0.99% Reduced