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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
126
American Century Companies
American Century Companies
Missouri
$20.7M +$4.47M 3 0.02% Increased
127
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$20.6M -$452K 5 0.05% Reduced
128
AAM
AO Asset Management
New York
$20.5M +$17.4M 1 2.24% New
129
DnB Asset Management
DnB Asset Management
Norway
$20.2M +$9.61M 1 0.23% Increased
130
USAA
United Services Automobile Association
Texas
$20M +$4.54M 4 0.05% Increased
131
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.8M +$3.97M 9 0.02% Increased
132
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$19.7M +$2.37M 2 0.04% Increased
133
Fisher Asset Management
Fisher Asset Management
Washington
$19.4M -$19.4M 3 0.02% Reduced
134
Credit Suisse
Credit Suisse
Switzerland
$19.4M +$4.4M 8 0.02% Increased
135
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$19.4M -$7.17M 1 1.62% Reduced
136
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$19.2M +$7.53M 2 0.34% Increased
137
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.9M -$11.2M 7 0.01% Reduced
138
CRCP
Copper Rock Capital Partners
Massachusetts
$18.8M +$16.4M 1 1.37% New
139
JCM
Jag Capital Management
Missouri
$18.3M +$2.46M 1 2.99% Increased
140
Stifel Financial
Stifel Financial
Missouri
$18.1M -$1.48M 6 0.05% Reduced
141
FSCM
Front Street Capital Management
Montana
$18.1M +$1.95M 4 4.74% Increased
142
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$17.9M +$11.7M 6 0.22% Increased
143
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$17.8M +$1.46M 1 1.5% Increased
144
William Blair Investment Management
William Blair Investment Management
Illinois
$17.6M -$1.88M 1 0.07% Reduced
145
NGM
North Growth Management
British Columbia, Canada
$17.4M $0 2 4.64% Maintained
146
GF
Greenhouse Funds
Maryland
$17.2M +$8.91M 1 3.52% Increased
147
Alphinity Investment Management
Alphinity Investment Management
Australia
$17M +$14.4M 1 2.42% New
148
ZDA
Zweig-DiMenna Associates
New York
$16.9M +$12.4M 3 1.88% Increased
149
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$16.8M -$186K 2 0.59% Reduced
150
MAP
Managed Asset Portfolios
Michigan
$16.3M -$864K 1 4.03% Reduced