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 |
Citadel Advisors
Miami,
Florida
| $112M | +$41.8M | 9 | 0.11% | Increased |
|
| 27 |
Jennison Associates
New York
| $104M | +$169K | 3 | 0.12% | Increased |
|
| 28 |
AllianceBernstein
Nashville,
Tennessee
| $104M | +$49.5M | 9 | 0.09% | Increased |
|
| 29 |
CC
Carlson Capital
Dallas,
Texas
| $104M | -$8.74M | 2 | 1.24% | Reduced |
|
| 30 |
Schroder Investment Management Group
London,
United Kingdom
| $103M | +$8.71M | 2 | 0.2% | Increased |
|
| 31 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $102M | +$34.8M | 2 | 0.31% | Increased |
|
| 32 |
Geode Capital Management
Boston,
Massachusetts
| $89.4M | +$8.02M | 10 | 0.04% | Increased |
|
| 33 |
Norges Bank
Oslo,
Norway
| $89.3M | -$13.1M | 6 | 0.04% | Reduced |
|
| 34 |
Alyeska Investment Group
Chicago,
Illinois
| $88.5M | +$13.7M | 4 | 0.73% | Increased |
|
| 35 |
Folketrygdfondet
Oslo Norway,
Norway
| $88.4M | $0 | 1 | 2.54% | Maintained |
|
| 36 |
JP Morgan Chase
New York
| $85.5M | +$5.48M | 9 | 0.02% | Increased |
|
| 37 |
Silvercrest Asset Management
New York
| $85.4M | +$11.8M | 1 | 0.96% | Increased |
|
| 38 |
Millennium Management
New York
| $84.9M | +$44.5M | 5 | 0.18% | Increased |
|
| 39 |
Ameriprise
Minneapolis,
Minnesota
| $83.6M | +$337K | 8 | 0.05% | Increased |
|
| 40 |
Emerald Advisers
Leola,
Pennsylvania
| $79.6M | +$12.1M | 5 | 3.4% | Increased |
|
| 41 |
Westfield Capital Management
Boston,
Massachusetts
| $77.5M | +$33.8M | 2 | 0.68% | Increased |
|
| 42 |
Morgan Stanley
New York
| $77M | +$34.3M | 9 | 0.03% | Increased |
|
| 43 |
GGHC
Gilder Gagnon Howe & Co
New York
| $75.8M | -$15.2M | 3 | 1.49% | Reduced |
|
| 44 |
BlackRock Investment Management
Wilmington,
Delaware
| $71.7M | +$1.75M | 9 | 0.08% | Increased |
|
| 45 |
Principal Financial Group
Des Moines,
Iowa
| $71M | +$3.5M | 5 | 0.09% | Increased |
|
| 46 |
Royce & Associates
New York
| $68.8M | -$1.85M | 7 | 0.44% | Reduced |
|
| 47 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $64.6M | -$3.06M | 1 | 0.96% | Reduced |
|
| 48 |
Goldman Sachs
New York
| $64.6M | -$26.7M | 10 | 0.02% | Reduced |
|
| 49 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $61.1M | -$376K | 4 | 2.91% | Reduced |
|
| 50 |
VOYA Investment Management
Atlanta,
Georgia
| $60.6M | -$12.7M | 7 | 0.14% | Reduced |
|