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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
DG
DigitalBridge Group
Florida
$61.6M +$420K 2 4.75% Increased
102
Lazard Asset Management
Lazard Asset Management
New York
$61.4M +$36.4M 3 0.08% Increased
103
Wells Fargo
Wells Fargo
California
$61.3M -$2.08M 10 0.01% Reduced
104
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$58.1M -$10.4M 4 0.39% Reduced
105
Pinnacle Associates
Pinnacle Associates
New York
$57M +$15.9M 3 0.97% Increased
106
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$56.3M +$3.13M 1 0.77% Increased
107
Barclays
Barclays
United Kingdom
$55.8M -$857K 10 0.01% Reduced
108
Oberweis Asset Management
Oberweis Asset Management
Illinois
$54.9M +$17.5M 3 2.81% Increased
109
Folketrygdfondet
Folketrygdfondet
Norway
$53.6M $0 1 1.05% Maintained
110
Robeco Schweiz
Robeco Schweiz
Switzerland
$53.4M $0 1 1% Maintained
111
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$53.1M -$64.4M 2 1.5% Reduced
112
TimesSquare Capital Management
TimesSquare Capital Management
New York
$52.9M -$2.12M 2 0.79% Reduced
113
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$52.7M +$665K 4 0.11% Increased
114
Maverick Capital
Maverick Capital
Texas
$52.3M +$40.9M 2 1.02% Increased
115
Clal Insurance
Clal Insurance
Israel
$51.7M $0 1 0.46% Maintained
116
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$51.3M +$18.8M 2 0.04% Increased
117
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$50.9M -$34.1M 9 0.07% Reduced
118
1832 Asset Management
1832 Asset Management
Ontario, Canada
$49.6M +$8.85M 1 0.04% Increased
119
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$49.2M -$471K 3 0.19% Reduced
120
Scout Investments
Scout Investments
Missouri
$46.6M +$1.95M 2 1.22% Increased
121
Sterling Capital Management
Sterling Capital Management
North Carolina
$45.6M +$39.1M 10 0.59% New
122
SC
Shellback Capital
Massachusetts
$45.1M +$7.6M 2 3.65% Increased
123
Comerica Bank
Comerica Bank
Texas
$44.3M -$9.11M 7 0.18% Reduced
124
Adage Capital Partners
Adage Capital Partners
Massachusetts
$44.2M +$23.4M 2 0.08% Increased
125
CRM
Cramer Rosenthal McGlynn
Connecticut
$43.2M +$11.3M 1 2.4% Increased