← All themes Semiconductors

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
Citadel Advisors
Citadel Advisors
Florida
$226M -$50.6M 11 0.04% Reduced
27
Bank of America
Bank of America
North Carolina
$219M +$29M 11 0.02% Increased
28
Ameriprise
Ameriprise
Minnesota
$216M -$29.9M 9 0.06% Reduced
29
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$216M +$23.2M 3 0.25% Increased
30
Atreides Management
Atreides Management
Massachusetts
$215M +$71.1M 2 4.89% Increased
31
Norges Bank
Norges Bank
Norway
$202M -$64.9M 3 0.03% Reduced
32
Franklin Resources
Franklin Resources
California
$181M +$84.8M 8 0.06% Increased
33
Wellington Management Group
Wellington Management Group
Massachusetts
$179M +$42.3M 3 0.03% Increased
34
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$174M -$29M 2 5.37% Reduced
35
Slate Path Capital
Slate Path Capital
New York
$174M +$178M 2 3.44% New
36
PointState Capital
PointState Capital
New York
$169M +$160M 2 2.89% New
37
Nuveen
Nuveen
North Carolina
$159M -$7.91M 8 0.05% Reduced
38
Victory Capital Management
Victory Capital Management
Texas
$158M -$13.7M 8 0.15% Reduced
39
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$155M +$13.6M 6 0.31% Increased
40
DFO
Duquesne Family Office
New York
$153M +$138M 1 3.49% New
41
Oaktree Capital Management
Oaktree Capital Management
California
$152M $0 1 2.39% Maintained
42
Driehaus Capital Management
Driehaus Capital Management
Illinois
$151M +$93.6M 3 1.5% Increased
43
Goldman Sachs
Goldman Sachs
New York
$149M -$7.43M 10 0.03% Reduced
44
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$142M +$117M 2 2.11% Increased
45
Principal Financial Group
Principal Financial Group
Iowa
$133M -$29.6M 8 0.08% Reduced
46
Fidelity International
Fidelity International
Bermuda
$132M -$45.6M 2 0.13% Reduced
47
Westfield Capital Management
Westfield Capital Management
Massachusetts
$129M +$48.2M 3 0.67% Increased
48
First Trust Advisors
First Trust Advisors
Illinois
$125M -$11.9M 5 0.13% Reduced
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123M +$51.8M 8 0.11% Increased
50
Frontier Capital Management
Frontier Capital Management
Massachusetts
$119M +$3.98M 2 1.11% Increased
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