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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
LMR Partners
LMR Partners
United Kingdom
$35.1M +$28.9M 3 0.87% Increased
127
Voloridge Investment Management
Voloridge Investment Management
Florida
$34M +$11.4M 4 0.25% Increased
128
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$33.1M -$10.7M 1 0.08% Reduced
129
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$33M -$2.23M 2 1.19% Reduced
130
Channing Capital Management
Channing Capital Management
Illinois
$32.8M -$47M 2 1.12% Reduced
131
NCGI
Next Century Growth Investors
Minnesota
$32.8M +$512K 1 2.5% Increased
132
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.5M -$2.25M 8 0.03% Reduced
133
MAM
Melqart Asset Management
United Kingdom
$32.4M +$32.9M 1 1.47% New
134
Ariel Investments
Ariel Investments
Illinois
$31.9M -$591K 1 0.31% Reduced
135
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$30.9M -$921K 6 0.07% Reduced
136
VOYA Investment Management
VOYA Investment Management
Georgia
$30.6M -$1.34M 7 0.06% Reduced
137
Select Equity Group
Select Equity Group
New York
$30.4M +$12.3M 1 0.11% Increased
138
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$30.4M +$1.36M 9 0.33% Increased
139
CMG
Cavalry Management Group
California
$29.9M +$10.4M 1 2.78% Increased
140
ACM
Analog Century Management
New York
$29.4M +$769K 3 11.95% Increased
141
Becker Capital Management
Becker Capital Management
Oregon
$29.3M -$233K 1 1.32% Reduced
142
PEAK6 Investments
PEAK6 Investments
Illinois
$29.1M +$1.41M 5 0.07% Increased
143
TSAM
Trinity Street Asset Management
United Kingdom
$28.9M -$22.1M 1 3.9% Reduced
144
Todd Asset Management
Todd Asset Management
Kentucky
$28.8M +$5.75M 1 0.68% Increased
145
Advisors Capital Management
Advisors Capital Management
New Jersey
$28.5M +$4.09M 3 1% Increased
146
AAM
Alpine Associates Management
Florida
$28.4M +$28.8M 1 0.77% New
147
Stifel Financial
Stifel Financial
Missouri
$27.9M +$1.66M 7 0.05% Increased
148
TAL
TIG Advisors LLC
New York
$27.3M +$30.5M 2 1.03% New
149
FSCM
Front Street Capital Management
Montana
$26.9M -$1.41M 3 5.1% Reduced
150
Canada Life
Canada Life
Manitoba, Canada
$26.3M +$7.71M 8 0.06% Increased