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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
151
AAM
Aureus Asset Management
Massachusetts
$13M +$1.13M 2 2.55% Increased
152
NCGI
Next Century Growth Investors
Minnesota
$12.9M -$6.84M 1 0.79% Reduced
153
Primecap Management
Primecap Management
California
$12.6M -$37.1K 1 0.01% Reduced
154
Driehaus Capital Management
Driehaus Capital Management
Illinois
$12.4M -$8.29M 2 0.44% Reduced
155
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.3M +$11.1M 2 0.26% New
156
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$12.3M -$5.74K 6 0.1% Reduced
157
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.2M -$34K 9 0.02% Reduced
158
TCW Group
TCW Group
California
$12.1M +$8.98M 3 0.09% Increased
159
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$12.1M -$1.82M 1 0.07% Reduced
160
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$12M -$5.43M 2 0.05% Reduced
161
EI
EAM Investors
California
$11.5M +$213K 4 1.53% Increased
162
Barclays
Barclays
United Kingdom
$11.5M -$1.21M 9 0.01% Reduced
163
Legal & General Group
Legal & General Group
United Kingdom
$11.4M +$4.87M 9 0.01% Increased
164
SFM
Systematic Financial Management
New Jersey
$11.2M +$2.63M 3 0.18% Increased
165
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$11.1M +$428K 1 0.31% Increased
166
SCA
Summit Creek Advisors
Minnesota
$11M -$4.91M 1 1.87% Reduced
167
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$10.9M -$123K 8 0.08% Reduced
168
QIM
Quantitative Investment Management
Virginia
$10.8M +$8.32M 4 0.27% Increased
169
Zacks Investment Management
Zacks Investment Management
Illinois
$10.6M +$9.66M 2 0.3% New
170
SRC
Shufro Rose & Co
New York
$10.6M -$907K 1 1.18% Reduced
171
Sit Investment Associates
Sit Investment Associates
Minnesota
$10.4M +$1.04M 2 0.27% Increased
172
SEI Investments
SEI Investments
Pennsylvania
$9.96M +$106K 6 0.05% Increased
173
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.93M +$8.89M 1 0.05% New
174
AAM
AO Asset Management
New York
$9.57M -$5.81M 1 3.19% Reduced
175
CAM
ClariVest Asset Management
California
$9.27M +$4.89M 4 0.25% Increased