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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
CCI
Columbus Circle Investors
$81.1M +$21.7M 3 0.66% Increased
27
Ameriprise
Ameriprise
Minnesota
$80.5M +$16M 9 0.05% Increased
28
Folketrygdfondet
Folketrygdfondet
Norway
$80.1M $0 1 2.41% Maintained
29
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$75.7M -$610K 2 0.12% Reduced
30
RS Investment Management
RS Investment Management
California
$75.6M +$6.63M 2 0.67% Increased
31
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$72.9M +$15.6M 4 0.15% Increased
32
BPGAM
BTG Pactual Global Asset Management
Bermuda
$67M +$29.5M 5 5.2% Increased
33
Parnassus Investments
Parnassus Investments
California
$64.2M +$2.32M 1 0.47% Increased
34
BlackRock Advisors
BlackRock Advisors
Delaware
$61.5M +$29.6M 9 0.07% Increased
35
Norges Bank
Norges Bank
Norway
$59.9M +$10.5M 5 0.03% Increased
36
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$58.9M +$2.31M 1 0.47% Increased
37
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$56.6M -$12.2M 2 0.17% Reduced
38
Royce & Associates
Royce & Associates
New York
$54.9M -$26.7M 5 0.29% Reduced
39
Geode Capital Management
Geode Capital Management
Massachusetts
$54.7M +$9.21M 8 0.03% Increased
40
CCM
Century Capital Management
Massachusetts
$54.2M +$5.66M 2 3.07% Increased
41
Morgan Stanley
Morgan Stanley
New York
$53.6M +$29.5M 9 0.02% Increased
42
Wells Fargo
Wells Fargo
California
$52.8M +$2.78M 9 0.02% Increased
43
Victory Capital Management
Victory Capital Management
Texas
$52.1M +$18M 5 0.21% Increased
44
Credit Suisse
Credit Suisse
Switzerland
$51.7M +$20.5M 8 0.06% Increased
45
Sterling Capital Management
Sterling Capital Management
North Carolina
$51M -$1.65M 2 0.46% Reduced
46
Citadel Advisors
Citadel Advisors
Florida
$50M +$4.41M 8 0.05% Increased
47
Ariel Investments
Ariel Investments
Illinois
$49.9M +$5.35M 1 0.62% Increased
48
Russell Frank Company
Russell Frank Company
Washington
$49.7M +$5M 9 0.09% Increased
49
CC
Carlson Capital
Texas
$48.2M -$1.93M 2 0.56% Reduced
50
Gotham Asset Management
Gotham Asset Management
New York
$48.2M +$32.3M 5 0.47% Increased
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