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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
Charles Schwab
Charles Schwab
California
$207M +$4.2M 10 0.06% Increased
27
Goldman Sachs
Goldman Sachs
New York
$203M -$28.5M 10 0.05% Reduced
28
Oaktree Capital Management
Oaktree Capital Management
California
$195M $0 1 2.16% Maintained
29
Nuveen
Nuveen
North Carolina
$192M -$32.4M 7 0.07% Reduced
30
Renaissance Technologies
Renaissance Technologies
New York
$188M +$40.8M 7 0.25% Increased
31
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$177M +$3.03M 1 0.62% Increased
32
Congress Asset Management
Congress Asset Management
Massachusetts
$177M +$3.2M 2 1.65% Increased
33
Norges Bank
Norges Bank
Norway
$176M +$13M 5 0.04% Increased
34
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$167M +$5.88M 3 0.25% Increased
35
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$165M +$22.6M 5 0.4% Increased
36
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$149M +$109M 3 0.11% Increased
37
Capital World Investors
Capital World Investors
California
$143M -$31.1M 1 0.03% Reduced
38
Swedbank
Swedbank
Sweden
$140M +$29.9M 2 0.28% Increased
39
Citadel Advisors
Citadel Advisors
Florida
$132M -$52.6M 11 0.03% Reduced
40
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$130M +$7.5M 3 0.5% Increased
41
Franklin Resources
Franklin Resources
California
$130M +$45.6M 6 0.07% Increased
42
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$123M +$10.2M 6 0.15% Increased
43
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$122M +$3.94M 2 4.69% Increased
44
Balyasny Asset Management
Balyasny Asset Management
Illinois
$118M +$67.5M 6 0.3% Increased
45
SCM
Shapiro Capital Management
Georgia
$116M +$948K 1 2.98% Increased
46
Janus Henderson Group
Janus Henderson Group
$116M +$41.5M 8 0.08% Increased
47
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$116M +$6.44M 4 0.2% Increased
48
First Trust Advisors
First Trust Advisors
Illinois
$115M +$4.31M 7 0.13% Increased
49
Principal Financial Group
Principal Financial Group
Iowa
$108M +$688K 8 0.08% Increased
50
Amundi
Amundi
France
$107M +$21.1M 4 0.06% Increased