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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
First Trust Advisors
First Trust Advisors
Illinois
$187M -$9.7M 7 0.23% Reduced
27
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$186M -$12.2M 3 0.59% Reduced
28
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$186M +$23.7M 4 0.24% Increased
29
Morgan Stanley
Morgan Stanley
New York
$167M -$58.1M 10 0.02% Reduced
30
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$166M +$26.3M 1 0.34% Increased
31
Robeco Schweiz
Robeco Schweiz
Switzerland
$164M -$94.8M 2 2.51% Reduced
32
Deutsche Bank
Deutsche Bank
Germany
$158M +$8.85M 10 0.09% Increased
33
Macquarie Group
Macquarie Group
Australia
$158M -$23.8M 5 0.22% Reduced
34
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$154M +$2.29M 5 0.34% Increased
35
Renaissance Technologies
Renaissance Technologies
New York
$154M -$1.08M 7 0.19% Reduced
36
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$148M -$24.2M 1 0.61% Reduced
37
Swedbank
Swedbank
Sweden
$145M +$51.7M 3 0.3% Increased
38
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$141M -$48.4M 6 0.19% Reduced
39
D.E. Shaw & Co
D.E. Shaw & Co
New York
$140M -$39.8M 6 0.14% Reduced
40
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$139M -$10.5M 2 6.24% Reduced
41
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$130M +$40.2M 8 0.02% Increased
42
Optiver Holding
Optiver Holding
Netherlands
$126M +$133M 1 0.2% New
43
GGHC
Gilder Gagnon Howe & Co
New York
$125M -$9.64M 3 0.68% Reduced
44
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$125M +$7.9M 4 6.46% Increased
45
SIS
Susquehanna International Securities
Ireland
$124M +$130M 1 75.1% Increased
46
Eagle Asset Management
Eagle Asset Management
Florida
$122M +$7.12M 2 0.54% Increased
47
Fidelity International
Fidelity International
Bermuda
$116M +$386K 2 0.13% Increased
48
Frontier Capital Management
Frontier Capital Management
Massachusetts
$114M -$32.7M 2 0.86% Reduced
49
American Century Companies
American Century Companies
Missouri
$113M +$20.8M 6 0.08% Increased
50
Pinnacle Associates
Pinnacle Associates
New York
$111M -$7.83M 2 2.11% Reduced