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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
Millennium Management
Millennium Management
New York
$89.9M -$43.3M 8 0.19% Reduced
27
Ameriprise
Ameriprise
Minnesota
$89.5M -$2.58M 9 0.05% Reduced
28
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$88.9M +$1.36M 2 0.13% Increased
29
Citadel Advisors
Citadel Advisors
Florida
$80.8M +$30.9M 10 0.09% Increased
30
BlackRock Advisors
BlackRock Advisors
Delaware
$76.4M +$10.3M 9 0.08% Increased
31
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$74.5M -$5.16M 4 0.15% Reduced
32
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$70.6M +$9.74M 2 0.71% Increased
33
Victory Capital Management
Victory Capital Management
Texas
$68.3M +$13.5M 5 0.28% Increased
34
Alyeska Investment Group
Alyeska Investment Group
Illinois
$66.7M +$41.3M 2 0.71% Increased
35
Norges Bank
Norges Bank
Norway
$64.1M +$1.33M 5 0.03% Increased
36
CCM
Century Capital Management
Massachusetts
$62.8M +$1.59M 2 3.59% Increased
37
RS Investment Management
RS Investment Management
California
$62.6M -$36.8M 1 0.56% Reduced
38
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$62.2M +$21.2M 1 2.73% Increased
39
Geode Capital Management
Geode Capital Management
Massachusetts
$62M +$2.88M 8 0.04% Increased
40
Folketrygdfondet
Folketrygdfondet
Norway
$61.2M -$22M 1 1.86% Reduced
41
Deutsche Bank
Deutsche Bank
Germany
$60.9M +$22.3M 9 0.04% Increased
42
TimesSquare Capital Management
TimesSquare Capital Management
New York
$60.5M -$1.85M 1 0.38% Reduced
43
OMC
Oak Management Corp
Connecticut
$60.5M +$50.4M 1 18.91% New
44
Wells Fargo
Wells Fargo
California
$59M +$7.69M 9 0.02% Increased
45
Goldman Sachs
Goldman Sachs
New York
$57M +$10.5M 9 0.02% Increased
46
Royce & Associates
Royce & Associates
New York
$57M -$9.85M 5 0.34% Reduced
47
Ariel Investments
Ariel Investments
Illinois
$56.1M +$4.5M 1 0.67% Increased
48
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$56M +$5.89M 2 1.2% Increased
49
Charles Schwab
Charles Schwab
California
$54.7M +$6.13M 8 0.07% Increased
50
Sterling Capital Management
Sterling Capital Management
North Carolina
$54.3M -$4.64M 2 0.48% Reduced
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