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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
Robeco Schweiz
Robeco Schweiz
Switzerland
$39.5M -$1.61M 1 0.64% Reduced
102
Giverny Capital
Giverny Capital
Quebec, Canada
$38.7M -$250K 2 2.33% Reduced
103
Credit Suisse
Credit Suisse
Switzerland
$38.6M -$1.24M 9 0.04% Reduced
104
Fisher Asset Management
Fisher Asset Management
Washington
$38.3M -$961K 1 0.02% Reduced
105
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$37.8M -$8.31M 3 2.23% Reduced
106
LMR Partners
LMR Partners
United Kingdom
$37.7M -$32.8M 1 0.58% Reduced
107
Lazard Asset Management
Lazard Asset Management
New York
$37.2M +$2.07M 5 0.05% Increased
108
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$36.3M +$20.7M 3 0.39% Increased
109
UBS AM
UBS AM
Illinois
$35.6M +$136K 8 0.02% Increased
110
AIG
American International Group
New York
$35.5M +$23.2K 8 0.23% Increased
111
Optiver Holding
Optiver Holding
Netherlands
$35.2M +$5.31M 2 0.03% Increased
112
Rockefeller Capital Management
Rockefeller Capital Management
New York
$34.7M +$5.44M 2 0.15% Increased
113
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$34.6M -$6.26M 2 0.69% Reduced
114
TimesSquare Capital Management
TimesSquare Capital Management
New York
$34.3M -$5.93M 1 0.5% Reduced
115
CCM
Cinctive Capital Management
New York
$33.9M +$16.3M 3 1.13% Increased
116
Los Angeles Capital Management
Los Angeles Capital Management
California
$33.5M +$27.9M 4 0.15% Increased
117
Advisors Capital Management
Advisors Capital Management
New Jersey
$32.4M +$111K 2 0.84% Increased
118
Squarepoint
Squarepoint
New York
$31.9M +$1.62M 7 0.13% Increased
119
ACM
Analog Century Management
New York
$31.8M +$3.57M 2 9.66% Increased
120
Ruffer LLP
Ruffer LLP
United Kingdom
$31.7M +$10.9M 1 1.1% Increased
121
CRM
Cramer Rosenthal McGlynn
Connecticut
$31.6M +$491K 1 1.42% Increased
122
ST
SAL Trading
Pennsylvania
$31.5M -$3.19M 1 16.36% Reduced
123
Westwood Holdings Group
Westwood Holdings Group
Texas
$31.5M -$3.5M 1 0.28% Reduced
124
California Public Employees Retirement System
California Public Employees Retirement System
California
$31.3M -$4.95M 3 0.03% Reduced
125
Royce & Associates
Royce & Associates
New York
$30.7M +$2.02M 5 0.31% Increased
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