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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
Charles Schwab
Charles Schwab
California
$292M -$2.59M 9 0.06% Reduced
27
Norges Bank
Norges Bank
Norway
$267M -$49.2M 5 0.04% Reduced
28
Bank of New York Mellon
Bank of New York Mellon
New York
$264M -$29.6M 9 0.05% Reduced
29
PointState Capital
PointState Capital
New York
$256M +$148M 2 3.71% Increased
30
Millennium Management
Millennium Management
New York
$255M +$81.6M 10 0.14% Increased
31
Macquarie Group
Macquarie Group
Australia
$240M +$72.7M 4 0.3% Increased
32
D.E. Shaw & Co
D.E. Shaw & Co
New York
$219M -$20.6M 7 0.19% Reduced
33
Goldman Sachs
Goldman Sachs
New York
$211M +$21.3M 9 0.03% Increased
34
Slate Path Capital
Slate Path Capital
New York
$203M -$145M 1 3.67% Reduced
35
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$203M -$37.7M 1 0.54% Reduced
36
Nuveen
Nuveen
North Carolina
$196M -$132M 8 0.06% Reduced
37
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$185M -$44.9M 4 0.15% Reduced
38
Sachem Head Capital Management
Sachem Head Capital Management
New York
$180M +$136M 1 7.22% Increased
39
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$174M -$10.6M 4 0.18% Reduced
40
ACM
Analog Century Management
New York
$169M +$105M 3 13.71% Increased
41
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161M +$49.4M 8 0.15% Increased
42
Ameriprise
Ameriprise
Minnesota
$160M -$77.7M 9 0.04% Reduced
43
Hood River Capital Management
Hood River Capital Management
Florida
$156M -$1.32M 3 2.66% Reduced
44
William Blair Investment Management
William Blair Investment Management
Illinois
$149M +$17.2M 2 0.42% Increased
45
Freestone Grove Partners
Freestone Grove Partners
California
$147M +$100M 3 1.51% Increased
46
DFO
Duquesne Family Office
New York
$144M -$49.6M 1 4.72% Reduced
47
Balyasny Asset Management
Balyasny Asset Management
Illinois
$141M +$12.9M 6 0.23% Increased
48
Swedbank
Swedbank
Sweden
$129M +$45.6M 1 0.17% Increased
49
GW&K Investment Management
GW&K Investment Management
Massachusetts
$128M +$14M 2 1.19% Increased
50
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$126M -$28.4M 1 0.08% Reduced
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