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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
Legal & General Group
Legal & General Group
United Kingdom
$60.6M -$487K 7 0.02% Reduced
102
Emerald Advisers
Emerald Advisers
Pennsylvania
$59.6M -$1.97M 2 2.2% Reduced
103
California Public Employees Retirement System
California Public Employees Retirement System
California
$57.7M -$2.68M 3 0.04% Reduced
104
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$56.4M +$6.99M 6 0.01% Increased
105
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$55.9M -$5.39M 3 0.83% Reduced
106
Mariner
Mariner
Kansas
$55.6M -$2M 4 0.24% Reduced
107
SM
Senvest Management
New York
$55.2M -$40.2M 1 1.55% Reduced
108
AIG
American International Group
New York
$53.2M -$1.29M 7 0.27% Reduced
109
Capital International Investors
Capital International Investors
California
$52.4M +$48.8M 1 0.01% New
110
CMG
Cavalry Management Group
California
$52.3M -$16.4M 2 5.94% Reduced
111
BCAM
Boston Common Asset Management
Massachusetts
$52.2M -$2.65M 1 2.11% Reduced
112
Glenmede Trust
Glenmede Trust
Pennsylvania
$52.2M -$12.1K 3 0.25% Reduced
113
IAM
Ion Asset Management
Israel
$52M -$86.7M 1 6.61% Reduced
114
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$51.6M -$16.4K 1 0.67% Reduced
115
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$51.5M +$210K 2 1.03% Increased
116
TC
Tairen Capital
Hong Kong
$51.2M +$47.3M 2 7.88% New
117
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$50.7M -$1.51M 4 0.45% Reduced
118
TimesSquare Capital Management
TimesSquare Capital Management
New York
$49.9M +$20.7M 1 0.44% Increased
119
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$49M -$5.7M 1 0.5% Reduced
120
Russell Investments Group
Russell Investments Group
United Kingdom
$48.7M -$26.1M 9 0.08% Reduced
121
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$48.6M -$5.68M 2 1.4% Reduced
122
Scout Investments
Scout Investments
Missouri
$48.5M -$8.15M 2 0.7% Reduced
123
Westwood Holdings Group
Westwood Holdings Group
Texas
$48M +$3.36M 1 0.43% Increased
124
Select Equity Group
Select Equity Group
New York
$47.9M +$3.68M 1 0.13% Increased
125
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$47.7M -$4.49M 7 0.06% Reduced