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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
26
Teachers Advisors
Teachers Advisors
New York
$76.5M -$15.4M 8 0.17% Reduced
27
Bank of America
Bank of America
North Carolina
$74.1M +$11.6M 8 0.03% Increased
28
American Century Companies
American Century Companies
Missouri
$71.5M -$19.3M 2 0.08% Reduced
29
Ameriprise
Ameriprise
Minnesota
$70.5M -$8.81M 7 0.04% Reduced
30
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$67.6M -$47.7M 2 0.27% Reduced
31
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$67.5M -$3.22M 2 0.55% Reduced
32
Sterling Capital Management
Sterling Capital Management
North Carolina
$57.1M +$57.4M 1 0.49% Increased
33
Norges Bank
Norges Bank
Norway
$54.8M $0 4 0.03% Maintained
34
Deutsche Bank
Deutsche Bank
Germany
$52.9M +$1.4M 8 0.04% Increased
35
Soros Fund Management
Soros Fund Management
New York
$51.7M +$36.7M 2 0.51% Increased
36
BlackRock Advisors
BlackRock Advisors
Delaware
$51.1M -$519K 8 0.05% Reduced
37
Parnassus Investments
Parnassus Investments
California
$50.7M -$5.38M 1 0.49% Reduced
38
Neuberger Berman Group
Neuberger Berman Group
New York
$49.3M +$4.99M 4 0.05% Increased
39
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$48.9M +$21.2M 1 0.19% Increased
40
Citadel Advisors
Citadel Advisors
Florida
$48.6M -$112M 5 0.06% Reduced
41
BCIM
Black Creek Investment Management
Ontario, Canada
$44.4M +$4.08M 1 4.86% Increased
42
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$42.6M -$272K 1 2.4% Reduced
43
Millennium Management
Millennium Management
New York
$42.3M +$26.3M 5 0.12% Increased
44
Barclays
Barclays
United Kingdom
$41.9M +$497K 8 0.05% Increased
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
$41.1M +$665K 8 0.06% Increased
46
BCPEM
Bain Capital Public Equity Management
Massachusetts
$41M +$41.9M 1 1.09% New
47
Citigroup
Citigroup
New York
$40.7M -$30M 8 0.04% Reduced
48
Morgan Stanley
Morgan Stanley
New York
$40.4M -$8.28M 8 0.02% Reduced
49
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$40.2M -$1.66M 4 0.67% Reduced
50
CAM
Chou Associates Management
Ontario, Canada
$36.7M $0 1 10.15% Maintained
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