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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
Wells Fargo
Wells Fargo
California
$42.6M -$1.71M 12 0.01% Reduced
102
Kennedy Capital Management
Kennedy Capital Management
Missouri
$42.1M -$2.81M 5 1.18% Reduced
103
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.8M +$12.7M 9 0.03% Increased
104
TimesSquare Capital Management
TimesSquare Capital Management
New York
$41.4M +$1.83M 1 0.58% Increased
105
SP
Summit Partners
Massachusetts
$41.1M $0 1 2.75% Maintained
106
Capital International Investors
Capital International Investors
California
$40.1M -$1.31M 1 0.01% Reduced
107
Swedbank
Swedbank
Sweden
$39.7M +$4.27M 1 0.09% Increased
108
UBS AM
UBS AM
Illinois
$39.3M +$6.53M 8 0.02% Increased
109
Westwood Holdings Group
Westwood Holdings Group
Texas
$39.1M -$194K 1 0.43% Reduced
110
Lazard Asset Management
Lazard Asset Management
New York
$38.9M -$5.41M 4 0.05% Reduced
111
SIM
Sadoff Investment Management
Wisconsin
$38.8M -$250K 1 2.91% Reduced
112
Fred Alger Management
Fred Alger Management
New York
$38.5M +$11M 1 0.18% Increased
113
Magnetar Financial
Magnetar Financial
Illinois
$38.4M -$2.26M 2 0.4% Reduced
114
Hood River Capital Management
Hood River Capital Management
Florida
$37.7M +$3.86M 2 1.5% Increased
115
GF
Greenhouse Funds
Maryland
$37.6M +$1.33M 1 4.14% Increased
116
IAM
Ion Asset Management
Israel
$37.5M -$10.6M 1 5.6% Reduced
117
AQR Capital Management
AQR Capital Management
Connecticut
$37.3M +$7.07M 6 0.08% Increased
118
AAM
Alpine Associates Management
Florida
$36.9M +$3.07M 1 1.39% Increased
119
Needham Investment Management
Needham Investment Management
New York
$36.9M +$210K 4 6.89% Increased
120
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$36.7M -$1.94M 1 0.5% Reduced
121
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.6M +$3.56M 8 0.02% Increased
122
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$35.5M +$6.14M 11 0.01% Increased
123
California Public Employees Retirement System
California Public Employees Retirement System
California
$35.3M -$2.05M 3 0.03% Reduced
124
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$35.1M +$20.8M 10 0.21% Increased
125
Jennison Associates
Jennison Associates
New York
$35M -$12.1M 2 0.04% Reduced