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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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$76.6M +$3.72M 4 0.16% Increased
27
Alyeska Investment Group
Alyeska Investment Group
Illinois
$76.5M -$1.48M 3 0.72% Reduced
28
Emerald Acquisition
Emerald Acquisition
Washington
$75.4M +$78.5M 9 0.13% New
29
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$69.3M +$177K 3 0.14% Increased
30
CC
Carlson Capital
Texas
$68.4M +$29.2M 1 0.85% Increased
31
Ameriprise
Ameriprise
Minnesota
$67.9M +$4.38M 8 0.04% Increased
32
Norges Bank
Norges Bank
Norway
$66.6M +$4.83M 6 0.03% Increased
33
Goldman Sachs
Goldman Sachs
New York
$63.6M -$87.3K 9 0.02% Reduced
34
CRM
Cramer Rosenthal McGlynn
Connecticut
$62.9M +$9.7M 2 1.02% Increased
35
BlackRock Advisors
BlackRock Advisors
Delaware
$62M -$5.33M 9 0.06% Reduced
36
Citadel Advisors
Citadel Advisors
Florida
$61.5M -$21.5M 7 0.07% Reduced
37
Geode Capital Management
Geode Capital Management
Massachusetts
$60.8M +$3.31M 9 0.03% Increased
38
Wells Fargo
Wells Fargo
California
$60.7M +$1.33M 9 0.02% Increased
39
BlackRock Investment Management
BlackRock Investment Management
Delaware
$58.2M +$6.69M 9 0.07% Increased
40
AllianceBernstein
AllianceBernstein
Tennessee
$58M -$30M 7 0.05% Reduced
41
Brandes Investment Partners
Brandes Investment Partners
California
$55.2M +$54.9M 1 0.84% New
42
Royce & Associates
Royce & Associates
New York
$53.7M +$9.7M 7 0.35% Increased
43
OMC
Oak Management Corp
Connecticut
$53.1M $0 1 16.12% Maintained
44
Kennedy Capital Management
Kennedy Capital Management
Missouri
$52M +$20.2M 4 1.05% Increased
45
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$50.3M -$1.73M 4 0.23% Reduced
46
JP Morgan Chase
JP Morgan Chase
New York
$50.2M -$80M 8 0.01% Reduced
47
Sterling Capital Management
Sterling Capital Management
North Carolina
$48.8M -$4.61M 1 0.45% Reduced
48
Silvercrest Asset Management
Silvercrest Asset Management
New York
$48.8M +$7.01M 1 0.62% Increased
49
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$47.4M +$24.2M 5 0.03% Increased
50
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$45.9M -$4.69M 1 0.79% Reduced