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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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$394M +$137M 7 0.29% Increased
27
Citadel Advisors
Citadel Advisors
Florida
$389M +$39.4M 11 0.07% Increased
28
UBS Group
UBS Group
Switzerland
$386M +$285M 12 0.07% Increased
29
Pzena Investment Management
Pzena Investment Management
New York
$371M -$30.9M 1 1.26% Reduced
30
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$325M -$34.1M 1 0.81% Reduced
31
Slate Path Capital
Slate Path Capital
New York
$320M -$30.2M 2 5.78% Reduced
32
Capital World Investors
Capital World Investors
California
$302M +$146M 1 0.05% Increased
33
Ameriprise
Ameriprise
Minnesota
$302M -$29.5M 10 0.08% Reduced
34
Millennium Management
Millennium Management
New York
$271M -$58.7M 10 0.13% Reduced
35
DFO
Duquesne Family Office
New York
$267M -$15.8M 1 7.18% Reduced
36
Macquarie Group
Macquarie Group
Australia
$254M -$6.48M 5 0.31% Reduced
37
Goldman Sachs
Goldman Sachs
New York
$253M +$30.2M 10 0.04% Increased
38
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$246M -$63.5M 3 0.24% Reduced
39
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$243M -$12.5M 5 0.47% Reduced
40
Driehaus Capital Management
Driehaus Capital Management
Illinois
$225M -$114M 3 1.85% Reduced
41
Hood River Capital Management
Hood River Capital Management
Florida
$217M -$79.2M 4 3.21% Reduced
42
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$212M +$158M 7 0.17% Increased
43
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$201M -$40.4M 1 2.38% Reduced
44
PointState Capital
PointState Capital
New York
$193M -$90.8M 1 3.53% Reduced
45
Principal Financial Group
Principal Financial Group
Iowa
$193M -$24.5M 7 0.11% Reduced
46
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$193M -$24.4M 1 0.12% Reduced
47
Two Sigma Investments
Two Sigma Investments
New York
$189M +$22.3M 7 0.41% Increased
48
Balyasny Asset Management
Balyasny Asset Management
Illinois
$182M +$30.6M 8 0.27% Increased
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$179M -$86.2M 9 0.16% Reduced
50
Emerald Advisers
Emerald Advisers
Pennsylvania
$174M -$5.72M 4 6.74% Reduced
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