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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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$101M -$2.7M 2 0.15% Reduced
27
Citadel Advisors
Citadel Advisors
Florida
$95.1M +$12.9M 7 0.12% Increased
28
Alyeska Investment Group
Alyeska Investment Group
Illinois
$82.9M +$19.8M 3 0.76% Increased
29
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$82.8M +$47.8M 4 0.16% Increased
30
OMC
Oak Management Corp
Connecticut
$78.2M $0 1 23.93% Maintained
31
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$74.8M +$3.57M 3 0.15% Increased
32
BlackRock Advisors
BlackRock Advisors
Delaware
$73.8M +$2.53M 9 0.08% Increased
33
Wells Fargo
Wells Fargo
California
$73.7M +$17.6M 9 0.03% Increased
34
TimesSquare Capital Management
TimesSquare Capital Management
New York
$73.4M +$7.67M 1 0.48% Increased
35
Jennison Associates
Jennison Associates
New York
$73.2M +$16.7M 1 0.08% Increased
36
Ameriprise
Ameriprise
Minnesota
$72.5M -$24.6M 9 0.04% Reduced
37
Russell Frank Company
Russell Frank Company
Washington
$71M +$13.8M 9 0.13% Increased
38
Norges Bank
Norges Bank
Norway
$70.4M +$4.7M 6 0.03% Increased
39
Geode Capital Management
Geode Capital Management
Massachusetts
$69.1M +$4.69M 9 0.04% Increased
40
Ariel Investments
Ariel Investments
Illinois
$68.4M +$22.9M 1 0.82% Increased
41
Goldman Sachs
Goldman Sachs
New York
$68.2M +$11.7M 10 0.02% Increased
42
CRM
Cramer Rosenthal McGlynn
Connecticut
$68M +$38.6M 2 1.07% Increased
43
Sterling Capital Management
Sterling Capital Management
North Carolina
$61.3M -$1.85M 2 0.56% Reduced
44
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$60.1M +$33M 4 0.27% Increased
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
$57.7M +$8.22M 9 0.08% Increased
46
Silvercrest Asset Management
Silvercrest Asset Management
New York
$56.7M +$604K 1 0.78% Increased
47
Royce & Associates
Royce & Associates
New York
$55.3M -$8.21M 6 0.35% Reduced
48
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$54M -$8.05M 3 1.05% Reduced
49
Millennium Management
Millennium Management
New York
$52M -$32.4M 7 0.13% Reduced
50
Folketrygdfondet
Folketrygdfondet
Norway
$51.6M $0 1 1.64% Maintained