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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
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$38.2M -$382K 1 0.52% Reduced
127
Glenmede Trust
Glenmede Trust
Pennsylvania
$37.8M +$637K 3 0.2% Increased
128
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$36.2M -$54.9K 5 0.07% Reduced
129
DCM
Divisar Capital Management
California
$34.6M -$1.1M 3 11.46% Reduced
130
Advisors Capital Management
Advisors Capital Management
New Jersey
$34.6M +$881K 3 1.1% Increased
131
LMR Partners
LMR Partners
United Kingdom
$34M -$11.7M 1 0.51% Reduced
132
Channing Capital Management
Channing Capital Management
Illinois
$33.2M +$905K 2 1.09% Increased
133
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$32.7M +$8.74M 1 0.69% Increased
134
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.5M -$514K 7 0.03% Reduced
135
Federated Hermes
Federated Hermes
Pennsylvania
$32.5M -$24.4M 5 0.06% Reduced
136
Jane Street
Jane Street
New York
$30.7M -$29.9M 10 0.01% Reduced
137
Becker Capital Management
Becker Capital Management
Oregon
$30.1M -$389K 1 1.28% Reduced
138
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$29.7M -$1.67M 5 0.06% Reduced
139
Stifel Financial
Stifel Financial
Missouri
$29.7M +$668K 7 0.04% Increased
140
Wasatch Advisors
Wasatch Advisors
Utah
$29.3M +$7.3M 2 0.12% Increased
141
NCGI
Next Century Growth Investors
Minnesota
$29.1M -$6.45M 1 2.27% Reduced
142
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$29M -$2.58M 9 0.27% Reduced
143
AQR Capital Management
AQR Capital Management
Connecticut
$28.9M -$11.4M 6 0.05% Reduced
144
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$28.7M +$17.4M 9 0.04% Increased
145
Canada Life
Canada Life
Manitoba, Canada
$27.9M +$723K 8 0.06% Increased
146
Guggenheim Capital
Guggenheim Capital
Illinois
$27.5M +$5.89M 4 0.16% Increased
147
Amundi
Amundi
France
$26.2M +$25.7M 3 0.02% New
148
Todd Asset Management
Todd Asset Management
Kentucky
$25.9M +$68.9K 1 0.58% Increased
149
TSAM
Trinity Street Asset Management
United Kingdom
$25.9M -$4.03M 1 3.58% Reduced
150
FSCM
Front Street Capital Management
Montana
$25.8M -$477K 3 4.69% Reduced