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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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$444M -$198M 8 0.05% Reduced
27
Bank of New York Mellon
Bank of New York Mellon
New York
$421M +$28.4M 9 0.08% Increased
28
Norges Bank
Norges Bank
Norway
$412M +$24.9M 6 0.05% Increased
29
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$394M +$175M 1 0.25% Increased
30
D.E. Shaw & Co
D.E. Shaw & Co
New York
$389M -$35.9M 6 0.28% Reduced
31
Driehaus Capital Management
Driehaus Capital Management
Illinois
$362M +$219M 5 2.9% Increased
32
Pzena Investment Management
Pzena Investment Management
New York
$356M -$60.8M 1 1.16% Reduced
33
Goldman Sachs
Goldman Sachs
New York
$350M +$19.6M 10 0.05% Increased
34
William Blair Investment Management
William Blair Investment Management
Illinois
$318M +$104M 4 0.84% Increased
35
Nuveen
Nuveen
North Carolina
$313M -$6.36M 7 0.09% Reduced
36
Hood River Capital Management
Hood River Capital Management
Florida
$309M +$67.6M 2 4.31% Increased
37
PointState Capital
PointState Capital
New York
$303M -$60.2M 2 4.61% Reduced
38
Macquarie Group
Macquarie Group
Australia
$288M -$40.3M 4 0.35% Reduced
39
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$277M +$25.5M 4 0.23% Increased
40
Atreides Management
Atreides Management
Massachusetts
$270M +$82.2M 2 7.49% Increased
41
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$263M +$171M 2 2.46% Increased
42
ACM
Analog Century Management
New York
$252M +$7.58M 3 14.75% Increased
43
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$249M -$20.6M 5 0.61% Reduced
44
Freestone Grove Partners
Freestone Grove Partners
California
$232M +$46.2M 5 1.75% Increased
45
UBS AM
UBS AM
Illinois
$229M +$60.6M 7 0.05% Increased
46
Balyasny Asset Management
Balyasny Asset Management
Illinois
$228M +$10.8M 5 0.34% Increased
47
Westfield Capital Management
Westfield Capital Management
Massachusetts
$222M +$21.3M 4 0.93% Increased
48
American Century Companies
American Century Companies
Missouri
$219M +$34.6M 6 0.12% Increased
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$217M -$30.2M 7 0.19% Reduced
50
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$205M +$110M 5 0.89% Increased
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