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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$68.2M +$36.3M 2 0.53% Increased
27
GC
Greenlight Capital
New York
$66.3M +$63M 1 0.96% New
28
BlackRock Advisors
BlackRock Advisors
Delaware
$63M -$3.38M 7 0.06% Reduced
29
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$62.8M +$12.8K 2 0.29% Increased
30
GGHC
Gilder Gagnon Howe & Co
New York
$62M +$34.8M 3 0.9% Increased
31
Ameriprise
Ameriprise
Minnesota
$61.2M -$8.66M 7 0.04% Reduced
32
Credit Suisse
Credit Suisse
Switzerland
$57.2M -$6.05M 7 0.05% Reduced
33
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$55.5M -$12.2M 1 0.25% Reduced
34
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$55.3M -$1.91M 1 0.08% Reduced
35
Neuberger Berman Group
Neuberger Berman Group
New York
$54.8M +$6.7M 3 0.06% Increased
36
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$53.4M -$3.45M 2 0.44% Reduced
37
Artisan Partners
Artisan Partners
Wisconsin
$53.2M -$7.13M 1 0.09% Reduced
38
CAM
Chou Associates Management
Ontario, Canada
$47.5M $0 1 12.02% Maintained
39
California Public Employees Retirement System
California Public Employees Retirement System
California
$45.7M +$10.1M 7 0.06% Increased
40
Renaissance Technologies
Renaissance Technologies
New York
$45.6M -$15.3M 4 0.12% Reduced
41
TCM
Tekne Capital Management
New York
$43M +$10.9M 1 2.51% Increased
42
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$42.4M +$4.56M 1 2.12% Increased
43
Wellington Management Group
Wellington Management Group
Massachusetts
$41.3M +$15.1M 2 0.01% Increased
44
Sterling Capital Management
Sterling Capital Management
North Carolina
$40.4M -$1.93M 1 0.49% Reduced
45
Parnassus Investments
Parnassus Investments
California
$39.1M +$2.74M 1 0.33% Increased
46
American Century Companies
American Century Companies
Missouri
$39.1M -$29.2M 3 0.05% Reduced
47
Citadel Advisors
Citadel Advisors
Florida
$38.6M +$3.24M 6 0.04% Increased
48
Morgan Stanley
Morgan Stanley
New York
$38.5M +$2.34M 8 0.01% Increased
49
Norges Bank
Norges Bank
Norway
$37.9M -$42.7M 4 0.02% Reduced
50
Silvercrest Asset Management
Silvercrest Asset Management
New York
$36.6M -$140K 1 0.57% Reduced
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