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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
SST
S Squared Technology
New York
$24M +$3.49M 3 12.96% Increased
127
DG
DigitalBridge Group
Florida
$24M +$3.65M 2 2.77% Increased
128
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$23.8M -$341K 8 0.07% Reduced
129
Driehaus Capital Management
Driehaus Capital Management
Illinois
$23.2M +$17.7M 2 0.3% Increased
130
Raymond James & Associates
Raymond James & Associates
Florida
$23M +$4.17M 8 0.02% Increased
131
Needham Investment Management
Needham Investment Management
New York
$22.9M +$2.53M 3 3.89% Increased
132
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$22.6M +$6.46M 1 0.42% Increased
133
Becker Capital Management
Becker Capital Management
Oregon
$21.9M -$334K 1 0.87% Reduced
134
Canada Life
Canada Life
Manitoba, Canada
$21.5M +$124K 4 0.05% Increased
135
NCGI
Next Century Growth Investors
Minnesota
$21.2M +$1.2M 2 2.31% Increased
136
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$21M -$11.6M 3 0.24% Reduced
137
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$21M -$3.69M 3 0.63% Reduced
138
California Public Employees Retirement System
California Public Employees Retirement System
California
$20.8M -$4.99M 3 0.02% Reduced
139
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$20.2M +$8.87M 6 0.03% Increased
140
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$20.1M +$20.8M 1 0.88% New
141
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$20M -$17M 8 0% Reduced
142
Franklin Resources
Franklin Resources
California
$19.9M -$141M 7 0.01% Reduced
143
William Blair Investment Management
William Blair Investment Management
Illinois
$19.8M +$7.78M 1 0.07% Increased
144
Guggenheim Capital
Guggenheim Capital
Illinois
$19.1M -$2.4M 6 0.16% Reduced
145
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$18.9M -$689K 5 0.05% Reduced
146
Walleye Capital
Walleye Capital
New York
$18.7M +$13.2M 6 0.05% Increased
147
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.6M +$7.48M 1 0.09% Increased
148
Russell Investments Group
Russell Investments Group
United Kingdom
$18.6M +$6.03M 8 0.04% Increased
149
MPMG
Minneapolis Portfolio Management Group
Minnesota
$18.3M -$1.29M 1 2.71% Reduced
150
Primecap Management
Primecap Management
California
$18.1M +$207K 2 0.02% Increased