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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$118M -$8.98M 3 0.25% Reduced
27
Robeco Schweiz
Robeco Schweiz
Switzerland
$117M +$49.5M 2 5.03% Increased
28
JP Morgan Chase
JP Morgan Chase
New York
$116M -$5.18M 9 0.03% Reduced
29
Fidelity International
Fidelity International
Bermuda
$109M -$48.4M 2 0.18% Reduced
30
IAM
Ion Asset Management
Israel
$105M +$9.09M 1 23.94% Increased
31
Deutsche Bank
Deutsche Bank
Germany
$100M +$41M 9 0.09% Increased
32
Congress Asset Management
Congress Asset Management
Massachusetts
$96.2M +$96.8M 2 1.46% Increased
33
Eagle Asset Management
Eagle Asset Management
Florida
$92.1M -$7.84M 2 0.57% Reduced
34
Primecap Management
Primecap Management
California
$91.8M -$27.3M 2 0.09% Reduced
35
Hood River Capital Management
Hood River Capital Management
Florida
$89.2M +$14.5M 4 5.1% Increased
36
LSV Asset Management
LSV Asset Management
Illinois
$87.3M +$738K 1 0.21% Increased
37
Folketrygdfondet
Folketrygdfondet
Norway
$85M $0 1 4.1% Maintained
38
Pinnacle Associates
Pinnacle Associates
New York
$83.7M -$12.9M 3 2.54% Reduced
39
Citadel Advisors
Citadel Advisors
Florida
$83.7M -$48.1M 9 0.04% Reduced
40
Macquarie Group
Macquarie Group
Australia
$83.5M -$7.45M 4 0.17% Reduced
41
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$82.1M +$13.5M 2 0.81% Increased
42
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$78.4M +$3.94M 5 9.47% Increased
43
Polar Capital
Polar Capital
United Kingdom
$77.2M +$82.3M 2 0.83% New
44
Fisher Asset Management
Fisher Asset Management
Washington
$76.8M -$1.92M 3 0.1% Reduced
45
Franklin Resources
Franklin Resources
California
$76.6M +$44.3M 1 0.05% Increased
46
Morgan Stanley
Morgan Stanley
New York
$71M -$1.83M 9 0.02% Reduced
47
Janus Henderson Group
Janus Henderson Group
$67.3M +$17.4M 2 0.05% Increased
48
AQR Capital Management
AQR Capital Management
Connecticut
$66.5M -$26.5M 7 0.11% Reduced
49
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65M -$8.44M 9 0.03% Reduced
50
Kennedy Capital Management
Kennedy Capital Management
Missouri
$64.7M -$3.75M 5 2.38% Reduced