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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
Scout Investments
Scout Investments
Missouri
$47.5M -$642K 3 0.71% Reduced
102
Kennedy Capital Management
Kennedy Capital Management
Missouri
$47.1M +$4.9M 6 1.05% Increased
103
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$46.8M -$17.6M 3 0.72% Reduced
104
Royce & Associates
Royce & Associates
New York
$46.2M -$10.2M 4 0.35% Reduced
105
Legal & General Group
Legal & General Group
United Kingdom
$46.1M +$4.8M 8 0.01% Increased
106
California Public Employees Retirement System
California Public Employees Retirement System
California
$46M +$373K 3 0.03% Increased
107
Needham Investment Management
Needham Investment Management
New York
$45.5M +$9.7M 5 6.08% Increased
108
SIM
Sadoff Investment Management
Wisconsin
$43.4M -$418K 1 2.94% Reduced
109
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$42.4M -$7.19M 5 0.39% Reduced
110
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$42.3M -$1.14M 2 0.27% Reduced
111
AIG
American International Group
New York
$42M -$1.35M 8 0.22% Reduced
112
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$41.7M -$8.04M 11 0.01% Reduced
113
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$40.5M -$564K 7 0.05% Reduced
114
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$38.4M -$1.78M 6 0% Reduced
115
Select Equity Group
Select Equity Group
New York
$38.1M +$2.9M 1 0.13% Increased
116
AL
Arnhold LLC
New York
$37.8M -$385K 2 4.36% Reduced
117
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$37.7M +$149K 2 1.19% Increased
118
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$37.4M -$16.1M 8 0.04% Reduced
119
BCAM
Boston Common Asset Management
Massachusetts
$37.1M +$86.8K 1 1.6% Increased
120
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$36.8M -$5.37M 2 0.76% Reduced
121
Westwood Holdings Group
Westwood Holdings Group
Texas
$36.3M +$40.8M 1 0.39% New
122
Advisors Capital Management
Advisors Capital Management
New Jersey
$36M +$1.39M 3 1.1% Increased
123
Franklin Resources
Franklin Resources
California
$35.1M -$26.7M 5 0.01% Reduced
124
Glenmede Trust
Glenmede Trust
Pennsylvania
$35.1M +$862K 3 0.18% Increased
125
Mutual of America Capital Management
Mutual of America Capital Management
New York
$35M -$235K 5 0.35% Reduced