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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
Capital Research Global Investors
Capital Research Global Investors
California
$165M $0 2 0.05% Maintained
27
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$147M +$102M 8 0.02% Increased
28
Citadel Advisors
Citadel Advisors
Florida
$146M +$46.3M 8 0.03% Increased
29
Norges Bank
Norges Bank
Norway
$141M -$529K 5 0.04% Reduced
30
Victory Capital Management
Victory Capital Management
Texas
$139M -$9.59M 7 0.16% Reduced
31
Congress Asset Management
Congress Asset Management
Massachusetts
$136M +$7.08M 2 1.46% Increased
32
Capital World Investors
Capital World Investors
California
$135M +$53.4M 1 0.03% Increased
33
Invesco
Invesco
Georgia
$135M -$10.5M 9 0.04% Reduced
34
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$132M -$11.3M 3 0.22% Reduced
35
Holocene Advisors
Holocene Advisors
New York
$131M +$54.1M 3 0.84% Increased
36
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$127M +$39.9M 1 0.5% Increased
37
Oaktree Capital Management
Oaktree Capital Management
California
$122M $0 1 1.34% Maintained
38
Renaissance Technologies
Renaissance Technologies
New York
$120M -$5.18M 8 0.17% Reduced
39
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$113M +$6.26M 5 0.31% Increased
40
IAM
Ion Asset Management
Israel
$113M -$8.13M 1 17.72% Reduced
41
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$107M +$1.59M 3 0.16% Increased
42
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.2M -$4.5M 3 0.14% Reduced
43
Principal Financial Group
Principal Financial Group
Iowa
$98M +$15.9M 8 0.08% Increased
44
Westfield Capital Management
Westfield Capital Management
Massachusetts
$97.7M +$32.3M 3 0.78% Increased
45
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$96.1M +$4.48M 2 4.4% Increased
46
First Trust Advisors
First Trust Advisors
Illinois
$94.6M +$5.8M 6 0.12% Increased
47
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$92.5M +$30.1M 3 0.38% Increased
48
SCM
Shapiro Capital Management
Georgia
$86.8M +$14.8M 1 2.58% Increased
49
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$86.3M -$19.5M 3 0.17% Reduced
50
Hood River Capital Management
Hood River Capital Management
Florida
$84.2M +$56.6M 4 3.22% Increased