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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
101
TimesSquare Capital Management
TimesSquare Capital Management
New York
$25.7M -$3.62K 1 0.17% Reduced
102
UBS Group
UBS Group
Switzerland
$25.6M +$3.13M 9 0.01% Increased
103
CRCP
Copper Rock Capital Partners
Massachusetts
$25M +$986K 1 1.56% Increased
104
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$25M +$23.9M 1 0.06% New
105
GW&K Investment Management
GW&K Investment Management
Massachusetts
$24.8M +$1.27M 1 0.42% Increased
106
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$24.3M -$2.56M 5 0.05% Reduced
107
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$23.9M -$2.22M 1 0.25% Reduced
108
Polar Capital
Polar Capital
United Kingdom
$22.4M -$27.9M 1 0.23% Reduced
109
Brown Advisory
Brown Advisory
Maryland
$21.9M -$20.3M 1 0.07% Reduced
110
Credit Suisse
Credit Suisse
Switzerland
$21.7M -$13.6M 9 0.02% Reduced
111
Swiss National Bank
Swiss National Bank
Switzerland
$21.3M +$210K 7 0.02% Increased
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$21.3M +$707K 5 0.05% Increased
113
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.9M -$15.6M 3 0.07% Reduced
114
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$20.8M -$525K 2 0.14% Reduced
115
Prudential Financial
Prudential Financial
New Jersey
$20.5M -$796K 6 0.03% Reduced
116
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$20.4M -$194K 8 0.04% Reduced
117
HI
Honeywell International
North Carolina
$19.9M +$7.62M 1 0.66% Increased
118
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.7M +$4.84M 9 0.02% Increased
119
William Blair Investment Management
William Blair Investment Management
Illinois
$19.7M -$240K 1 0.08% Reduced
120
SCM
Sanoor Capital Management
Connecticut
$19.4M +$18.5M 1 10.26% New
121
Legal & General Group
Legal & General Group
United Kingdom
$19M +$425K 9 0.01% Increased
122
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$18.7M -$5.79M 1 0.83% Reduced
123
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$18.1M +$5.41M 3 0.62% Increased
124
Masters Capital Management
Masters Capital Management
Georgia
$18.1M -$8.49M 2 0.43% Reduced
125
Element Capital Management
Element Capital Management
New York
$17.9M +$20.4M 1 0.37% New