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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
William Blair Investment Management
William Blair Investment Management
Illinois
$573M +$54.8M 4 1.48% Increased
27
Goldman Sachs
Goldman Sachs
New York
$561M +$93M 9 0.07% Increased
28
D.E. Shaw & Co
D.E. Shaw & Co
New York
$541M -$25M 7 0.31% Reduced
29
Neuberger Berman Group
Neuberger Berman Group
New York
$526M -$275M 6 0.38% Reduced
30
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M -$281M 3 1.63% Reduced
31
Bank of New York Mellon
Bank of New York Mellon
New York
$510M -$63.6M 9 0.09% Reduced
32
Nuveen
Nuveen
North Carolina
$446M -$28.9M 7 0.12% Reduced
33
Millennium Management
Millennium Management
New York
$425M -$159M 9 0.18% Reduced
34
Atreides Management
Atreides Management
Massachusetts
$409M -$32.1M 3 7.97% Reduced
35
Alyeska Investment Group
Alyeska Investment Group
Illinois
$388M +$224M 5 1.17% Increased
36
Pzena Investment Management
Pzena Investment Management
New York
$386M +$52.7M 1 1.25% Increased
37
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$379M +$142M 2 3.95% Increased
38
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$368M -$50.2M 5 0.95% Reduced
39
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$357M +$166M 9 0.19% Increased
40
Holocene Advisors
Holocene Advisors
New York
$338M +$157M 4 0.77% Increased
41
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$336M +$11.6M 2 1.14% Increased
42
Driehaus Capital Management
Driehaus Capital Management
Illinois
$330M -$148M 5 2.36% Reduced
43
Franklin Resources
Franklin Resources
California
$313M +$59.5M 8 0.08% Increased
44
Hood River Capital Management
Hood River Capital Management
Florida
$311M -$164M 3 3.67% Reduced
45
Two Sigma Investments
Two Sigma Investments
New York
$309M +$22.4M 5 0.46% Increased
46
Barclays
Barclays
United Kingdom
$307M +$163M 9 0.07% Increased
47
AQR Capital Management
AQR Capital Management
Connecticut
$303M +$27.8M 8 0.19% Increased
48
ACM
Analog Century Management
New York
$301M -$40.8M 3 16.18% Reduced
49
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$298M -$80.5M 4 0.23% Reduced
50
American Century Companies
American Century Companies
Missouri
$298M -$851K 7 0.15% Reduced
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