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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
Frontier Capital Management
Frontier Capital Management
Massachusetts
$269M +$47.4M 2 2.12% Increased
27
Renaissance Technologies
Renaissance Technologies
New York
$264M +$119M 9 0.33% Increased
28
American Century Companies
American Century Companies
Missouri
$263M +$10.2M 5 0.17% Increased
29
D.E. Shaw & Co
D.E. Shaw & Co
New York
$254M +$57M 8 0.21% Increased
30
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$249M -$12.8M 4 0.25% Reduced
31
Norges Bank
Norges Bank
Norway
$247M -$3.23M 4 0.05% Reduced
32
Oaktree Capital Management
Oaktree Capital Management
California
$241M $0 1 2.64% Maintained
33
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$238M +$578K 4 0.31% Increased
34
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$233M +$84.9M 2 0.29% Increased
35
Citadel Advisors
Citadel Advisors
Florida
$232M +$73.2M 11 0.05% Increased
36
First Trust Advisors
First Trust Advisors
Illinois
$221M -$10.1M 7 0.22% Reduced
37
Millennium Management
Millennium Management
New York
$220M +$55.9M 11 0.11% Increased
38
Deutsche Bank
Deutsche Bank
Germany
$210M -$19.2M 9 0.09% Reduced
39
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$201M -$25.7M 1 0.67% Reduced
40
Dodge & Cox
Dodge & Cox
California
$190M +$175M 1 0.12% New
41
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$186M -$3.81M 3 0.59% Reduced
42
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$185M +$3.92M 2 6.67% Increased
43
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$179M -$6.65M 5 0.35% Reduced
44
SCM
Shapiro Capital Management
Georgia
$168M -$9.34M 2 3.07% Reduced
45
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$161M +$7.15M 3 0.19% Increased
46
ST
SAL Trading
Pennsylvania
$152M +$142M 1 61.81% New
47
UBS AM
UBS AM
Illinois
$151M -$24M 7 0.06% Reduced
48
Point72 Asset Management
Point72 Asset Management
Connecticut
$142M +$50.9M 4 0.57% Increased
49
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$137M +$2.4M 4 6.14% Increased
50
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$132M -$32M 5 0.88% Reduced