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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
GW&K Investment Management
GW&K Investment Management
Massachusetts
$67.1M -$265K 1 0.6% Reduced
77
UBS Group
UBS Group
Switzerland
$66M -$40.4M 10 0.02% Reduced
78
NGM
North Growth Management
British Columbia, Canada
$64.8M +$121K 3 11.41% Increased
79
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$63.8M -$1.75M 8 0.09% Reduced
80
LSV Asset Management
LSV Asset Management
Illinois
$63.6M -$22.6M 2 0.12% Reduced
81
Swedbank
Swedbank
Sweden
$62.7M $0 1 0.12% Maintained
82
Voloridge Investment Management
Voloridge Investment Management
Florida
$62.4M +$5.74M 5 0.4% Increased
83
Eagle Asset Management
Eagle Asset Management
Florida
$60.2M -$19.7M 2 0.27% Reduced
84
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$60M $0 1 2.08% Maintained
85
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$59.5M -$2.56M 2 0.59% Reduced
86
Swiss National Bank
Swiss National Bank
Switzerland
$58.4M +$294K 7 0.04% Increased
87
SP
Summit Partners
Massachusetts
$57.7M $0 1 1.99% Maintained
88
GGHC
Gilder Gagnon Howe & Co
New York
$57.4M -$55.7M 3 0.3% Reduced
89
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$55.6M +$95.5K 3 0.21% Increased
90
CMG
Cavalry Management Group
California
$55.3M +$15.1M 2 5.5% Increased
91
Natixis Advisors
Natixis Advisors
Massachusetts
$54.8M +$4.63M 5 0.23% Increased
92
Credit Suisse
Credit Suisse
Switzerland
$53.3M -$7.45M 8 0.03% Reduced
93
Natixis
Natixis
France
$53.2M -$37.5M 4 0.18% Reduced
94
GF
Greenhouse Funds
Maryland
$53.1M +$6.09M 1 5.36% Increased
95
Russell Investments Group
Russell Investments Group
United Kingdom
$52.7M -$10.7M 9 0.09% Reduced
96
Wells Fargo
Wells Fargo
California
$51.9M -$30.2M 11 0.01% Reduced
97
Emerald Advisers
Emerald Advisers
Pennsylvania
$51.2M +$1.84M 1 1.86% Increased
98
Mariner
Mariner
Kansas
$49.9M -$1.45M 4 0.26% Reduced
99
SEI Investments
SEI Investments
Pennsylvania
$49.7M +$5.43M 6 0.1% Increased
100
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$48M +$7.04M 2 0.49% Increased