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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
$34.5M +$27.6K 1 0.47% Increased
127
AQR Capital Management
AQR Capital Management
Connecticut
$33.2M +$6.96M 5 0.06% Increased
128
Barclays
Barclays
United Kingdom
$32.3M -$7.79M 10 0.01% Reduced
129
Federated Hermes
Federated Hermes
Pennsylvania
$31.8M -$638K 5 0.06% Reduced
130
LMR Partners
LMR Partners
United Kingdom
$31.2M -$3.83M 1 0.35% Reduced
131
DCM
Divisar Capital Management
California
$31.1M -$1.14M 3 10.65% Reduced
132
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8M +$666K 7 0.02% Increased
133
Snyder Capital Management
Snyder Capital Management
California
$29.4M +$32.3M 1 0.78% New
134
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$28.2M +$1.33M 5 0.06% Increased
135
LPL Financial
LPL Financial
California
$27.8M +$3.3M 6 0.03% Increased
136
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$27.6M -$5.53M 5 0.06% Reduced
137
Stifel Financial
Stifel Financial
Missouri
$27.4M -$310K 7 0.04% Reduced
138
Becker Capital Management
Becker Capital Management
Oregon
$27.1M -$65.5K 1 1.14% Reduced
139
ACM
Analog Century Management
New York
$27M +$4.11M 2 9.35% Increased
140
Woodline Partners
Woodline Partners
California
$26.8M +$17.9M 2 0.44% Increased
141
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.7M +$21.6M 4 0.11% Increased
142
Todd Asset Management
Todd Asset Management
Kentucky
$26.2M -$163K 1 0.6% Reduced
143
Wasatch Advisors
Wasatch Advisors
Utah
$25.4M +$292K 2 0.1% Increased
144
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$25.3M -$954K 9 0.21% Reduced
145
Citigroup
Citigroup
New York
$25.3M -$10.6M 11 0.01% Reduced
146
Canada Life
Canada Life
Manitoba, Canada
$24.6M -$957K 8 0.06% Reduced
147
Channing Capital Management
Channing Capital Management
Illinois
$24.3M -$7.68M 2 0.76% Reduced
148
FSCM
Front Street Capital Management
Montana
$23.8M -$255K 3 4.57% Reduced
149
Guggenheim Capital
Guggenheim Capital
Illinois
$23.8M +$203K 4 0.14% Increased
150
Ariel Investments
Ariel Investments
Illinois
$23.7M -$583K 1 0.22% Reduced