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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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$270M +$224M 5 1.29% Increased
27
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$265M -$33.9M 1 0.66% Reduced
28
DFO
Duquesne Family Office
New York
$265M -$45.7M 1 8.97% Reduced
29
PointState Capital
PointState Capital
New York
$262M -$67.5M 1 4.76% Reduced
30
Hood River Capital Management
Hood River Capital Management
Florida
$257M +$4.03M 3 4.14% Increased
31
Millennium Management
Millennium Management
New York
$256M -$44.9M 10 0.12% Reduced
32
Alyeska Investment Group
Alyeska Investment Group
Illinois
$256M -$58.9M 4 1.3% Reduced
33
Citadel Advisors
Citadel Advisors
Florida
$245M +$30.5M 11 0.05% Increased
34
Atreides Management
Atreides Management
Massachusetts
$244M -$52M 2 6.21% Reduced
35
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$243M -$3.38M 3 0.25% Reduced
36
Nuveen
Nuveen
North Carolina
$238M +$59M 9 0.07% Increased
37
Macquarie Group
Macquarie Group
Australia
$235M -$83.8M 4 0.25% Reduced
38
Driehaus Capital Management
Driehaus Capital Management
Illinois
$233M -$15.8M 3 2% Reduced
39
Ameriprise
Ameriprise
Minnesota
$232M -$23.8M 8 0.06% Reduced
40
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$226M +$693K 2 3.17% Increased
41
American Century Companies
American Century Companies
Missouri
$222M -$77.1M 8 0.13% Reduced
42
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$199M +$46.9M 9 0.17% Increased
43
Westfield Capital Management
Westfield Capital Management
Massachusetts
$197M -$32.6M 4 0.89% Reduced
44
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$190M -$4.93M 5 0.36% Reduced
45
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$187M -$107M 1 0.11% Reduced
46
Victory Capital Management
Victory Capital Management
Texas
$180M -$15.1M 7 0.17% Reduced
47
Goldman Sachs
Goldman Sachs
New York
$171M -$11.6M 10 0.03% Reduced
48
Oaktree Capital Management
Oaktree Capital Management
California
$170M $0 1 2.72% Maintained
49
Fidelity International
Fidelity International
Bermuda
$165M -$31.7M 2 0.15% Reduced
50
Jennison Associates
Jennison Associates
New York
$157M +$27.9M 3 0.1% Increased