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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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$30.2M +$2.91M 8 0.09% Increased
127
PCM
Portolan Capital Management
Massachusetts
$29.7M +$6.42M 1 2.6% Increased
128
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$28M +$6.45M 3 0.14% Increased
129
Capital International Investors
Capital International Investors
California
$27.9M -$2.35M 1 0.01% Reduced
130
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$27.7M -$678K 8 0.04% Reduced
131
TimesSquare Capital Management
TimesSquare Capital Management
New York
$27.4M -$4.84M 1 0.4% Reduced
132
Discovery Capital Management
Discovery Capital Management
Connecticut
$27.2M +$4.31M 1 4.11% Increased
133
NCGI
Next Century Growth Investors
Minnesota
$27M +$1.44M 2 2.62% Increased
134
William Blair Investment Management
William Blair Investment Management
Illinois
$26.7M +$8.12M 1 0.08% Increased
135
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$26.6M -$5.44M 3 0.64% Reduced
136
TC
Tairen Capital
Hong Kong
$26.6M -$49.1M 1 1.86% Reduced
137
CRM
Cramer Rosenthal McGlynn
Connecticut
$26.2M -$922K 1 1.43% Reduced
138
Raymond James & Associates
Raymond James & Associates
Florida
$25.8M -$477K 9 0.02% Reduced
139
Needham Investment Management
Needham Investment Management
New York
$25.5M +$1.67M 5 3.21% Increased
140
AMF Tjänstepension
AMF Tjänstepension
Sweden
$25.3M +$22.1M 1 0.22% New
141
Scout Investments
Scout Investments
Missouri
$24.3M -$5.19M 3 0.61% Reduced
142
Citigroup
Citigroup
New York
$24.2M +$2.47M 11 0.02% Increased
143
TC
TwinBeech Capital
New York
$23.9M +$15.4M 3 0.39% Increased
144
DnB Asset Management
DnB Asset Management
Norway
$22.8M $0 1 0.12% Maintained
145
MPMG
Minneapolis Portfolio Management Group
Minnesota
$22.7M -$1.39M 1 2.98% Reduced
146
Canada Life
Canada Life
Manitoba, Canada
$22.6M +$1.1M 4 0.05% Increased
147
Mariner
Mariner
Kansas
$22.3M -$321K 6 0.05% Reduced
148
California Public Employees Retirement System
California Public Employees Retirement System
California
$22.1M -$811K 3 0.02% Reduced
149
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$22M -$3.45M 2 0.91% Reduced
150
Guggenheim Capital
Guggenheim Capital
Illinois
$21.5M -$342K 8 0.16% Reduced