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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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$223M +$19.1M 1 0.28% Increased
27
Oaktree Capital Management
Oaktree Capital Management
California
$218M $0 1 2.28% Maintained
28
Victory Capital Management
Victory Capital Management
Texas
$216M -$12.8M 7 0.22% Reduced
29
Millennium Management
Millennium Management
New York
$213M +$20.9M 12 0.11% Increased
30
Congress Asset Management
Congress Asset Management
Massachusetts
$210M -$4.08M 2 1.78% Reduced
31
Capital Research Global Investors
Capital Research Global Investors
California
$205M +$110M 2 0.05% Increased
32
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$204M +$2.45M 4 0.27% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$176M +$5.57M 10 0.08% Increased
34
Renaissance Technologies
Renaissance Technologies
New York
$168M -$65.1M 10 0.2% Reduced
35
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$167M -$2.67M 3 0.55% Reduced
36
Frontier Capital Management
Frontier Capital Management
Massachusetts
$163M -$81.4M 2 1.48% Reduced
37
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$159M -$11.6M 2 5.92% Reduced
38
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$156M +$13.9M 4 0.3% Increased
39
First Trust Advisors
First Trust Advisors
Illinois
$155M -$27.4M 8 0.16% Reduced
40
Fidelity International
Fidelity International
Bermuda
$152M -$95.3M 3 0.16% Reduced
41
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$140M -$19.2M 1 0.49% Reduced
42
Acadian Asset Management
Acadian Asset Management
Massachusetts
$137M +$44.8M 2 0.56% Increased
43
D.E. Shaw & Co
D.E. Shaw & Co
New York
$137M -$77.3M 9 0.13% Reduced
44
Holocene Advisors
Holocene Advisors
New York
$134M +$83M 3 0.7% Increased
45
SCM
Shapiro Capital Management
Georgia
$133M -$13.1M 2 2.8% Reduced
46
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$133M -$3.55M 4 7.17% Reduced
47
Westfield Capital Management
Westfield Capital Management
Massachusetts
$132M +$38.8M 2 0.85% Increased
48
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$128M -$67.4K 3 0.17% Reduced
49
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$127M +$120M 1 1.58% New
50
Alyeska Investment Group
Alyeska Investment Group
Illinois
$127M +$57.4M 3 1.4% Increased
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