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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
Point72 Asset Management
Point72 Asset Management
Connecticut
$195M +$22.4M 6 0.47% Increased
27
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$193M +$7.57M 3 0.25% Increased
28
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$188M +$27M 3 0.66% Increased
29
Bank of America
Bank of America
North Carolina
$180M -$102M 11 0.02% Reduced
30
Pzena Investment Management
Pzena Investment Management
New York
$179M +$32.3M 1 0.67% Increased
31
Fidelity International
Fidelity International
Bermuda
$167M -$17.5M 2 0.18% Reduced
32
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$165M +$1.8M 2 5.42% Increased
33
Victory Capital Management
Victory Capital Management
Texas
$159M -$9.46M 8 0.17% Reduced
34
Capital World Investors
Capital World Investors
California
$158M +$34.9M 1 0.03% Increased
35
Goldman Sachs
Goldman Sachs
New York
$151M +$3.22M 10 0.03% Increased
36
Nuveen
Nuveen
North Carolina
$150M +$15.6M 8 0.05% Increased
37
Principal Financial Group
Principal Financial Group
Iowa
$149M +$5.62M 8 0.1% Increased
38
Atreides Management
Atreides Management
Massachusetts
$139M +$53.6M 2 4.57% Increased
39
FFM
FengHe Fund Management
Singapore
$135M +$62.8M 2 23.66% Increased
40
SM
Senvest Management
New York
$133M +$24.4M 1 5.11% Increased
41
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$131M +$96.1M 8 0.02% Increased
42
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$129M +$1.64M 6 0.28% Increased
43
Swedbank
Swedbank
Sweden
$123M -$22.9M 2 0.2% Reduced
44
First Trust Advisors
First Trust Advisors
Illinois
$121M +$511K 6 0.13% Increased
45
Millennium Management
Millennium Management
New York
$120M -$22.8M 10 0.05% Reduced
46
Oaktree Capital Management
Oaktree Capital Management
California
$120M $0 1 1.74% Maintained
47
Wellington Management Group
Wellington Management Group
Massachusetts
$116M +$22.1M 3 0.02% Increased
48
Janus Henderson Group
Janus Henderson Group
$112M -$13.9M 8 0.07% Reduced
49
GW&K Investment Management
GW&K Investment Management
Massachusetts
$111M -$12.4M 2 1.03% Reduced
50
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$111M +$5.67M 2 0.49% Increased