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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
Bank of America
Bank of America
North Carolina
$278M +$45.5M 11 0.02% Increased
27
Neuberger Berman Group
Neuberger Berman Group
New York
$274M -$58.8M 7 0.22% Reduced
28
Charles Schwab
Charles Schwab
California
$262M -$5.21M 10 0.05% Reduced
29
DFO
Duquesne Family Office
New York
$260M +$64M 1 8.92% Increased
30
Alyeska Investment Group
Alyeska Investment Group
Illinois
$255M +$140M 6 1.46% Increased
31
Atreides Management
Atreides Management
Massachusetts
$240M +$23.6M 2 7.84% Increased
32
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$238M -$1.63M 1 0.62% Reduced
33
Hood River Capital Management
Hood River Capital Management
Florida
$223M +$101M 4 4.62% Increased
34
Driehaus Capital Management
Driehaus Capital Management
Illinois
$223M +$27.5M 3 2.15% Increased
35
Norges Bank
Norges Bank
Norway
$222M -$11.6M 4 0.03% Reduced
36
Westfield Capital Management
Westfield Capital Management
Massachusetts
$220M +$56.2M 3 1.08% Increased
37
Ameriprise
Ameriprise
Minnesota
$215M -$11.2M 9 0.06% Reduced
38
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$205M -$22.7M 3 0.23% Reduced
39
Citadel Advisors
Citadel Advisors
Florida
$192M -$60.3M 10 0.04% Reduced
40
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$182M +$9.76M 1 2.58% Increased
41
Frontier Capital Management
Frontier Capital Management
Massachusetts
$179M +$22.4M 3 1.77% Increased
42
Goldman Sachs
Goldman Sachs
New York
$172M +$298K 10 0.03% Increased
43
Victory Capital Management
Victory Capital Management
Texas
$168M -$2.68M 7 0.17% Reduced
44
Franklin Resources
Franklin Resources
California
$159M -$42M 8 0.05% Reduced
45
Fidelity International
Fidelity International
Bermuda
$159M +$29.4M 3 0.16% Increased
46
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$155M +$235K 5 0.31% Increased
47
Oaktree Capital Management
Oaktree Capital Management
California
$153M $0 1 2.44% Maintained
48
Nuveen
Nuveen
North Carolina
$151M -$32.5M 9 0.04% Reduced
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143M -$10.7M 9 0.13% Reduced
50
Principal Financial Group
Principal Financial Group
Iowa
$142M -$17.2M 7 0.08% Reduced
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