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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
Natixis Advisors
Natixis Advisors
Massachusetts
$55.2M +$4.67M 5 0.26% Increased
102
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$52.2M +$1.94M 5 0.48% Increased
103
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.1M -$11.4M 10 0.01% Reduced
104
Scout Investments
Scout Investments
Missouri
$51.5M +$5.18M 3 0.77% Increased
105
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$50.8M +$25.6M 1 0.51% Increased
106
California Public Employees Retirement System
California Public Employees Retirement System
California
$50.4M -$13.1M 3 0.04% Reduced
107
SEI Investments
SEI Investments
Pennsylvania
$49.3M +$10.9M 5 0.11% Increased
108
Emerald Advisers
Emerald Advisers
Pennsylvania
$48.6M -$22.3M 2 1.77% Reduced
109
SIM
Sadoff Investment Management
Wisconsin
$48.6M +$230K 1 3.24% Increased
110
AIG
American International Group
New York
$48.1M -$1.28M 8 0.16% Reduced
111
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$47.8M -$844K 2 0.31% Reduced
112
Kennedy Capital Management
Kennedy Capital Management
Missouri
$47.4M -$2.14M 6 1.02% Reduced
113
Legal & General Group
Legal & General Group
United Kingdom
$46M -$3.22M 8 0.02% Reduced
114
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$44.8M -$1.97M 7 0.06% Reduced
115
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$44.2M -$2.3M 2 0.79% Reduced
116
Barclays
Barclays
United Kingdom
$43.6M +$16.9M 9 0.02% Increased
117
Select Equity Group
Select Equity Group
New York
$43.4M +$10.8M 1 0.15% Increased
118
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$43.4M -$3.28M 6 0% Reduced
119
Needham Investment Management
Needham Investment Management
New York
$43.2M +$2.11M 5 6.32% Increased
120
CMG
Cavalry Management Group
California
$42.6M +$9.71M 2 4.63% Increased
121
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$41.9M +$7.35M 2 1.31% Increased
122
AL
Arnhold LLC
New York
$41.1M +$19.9M 2 4.66% Increased
123
BCAM
Boston Common Asset Management
Massachusetts
$41M +$20.9M 1 1.76% Increased
124
Mutual of America Capital Management
Mutual of America Capital Management
New York
$39.2M +$1.12M 5 0.39% Increased
125
Citigroup
Citigroup
New York
$39M -$6.31M 10 0.02% Reduced