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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
51
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$35.9M -$2.23M 4 0.59% Reduced
52
Wellington Management Group
Wellington Management Group
Massachusetts
$35.5M +$1.5M 2 0.01% Increased
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$34.2M +$9.38M 7 0.05% Increased
54
Apex Capital Management
Apex Capital Management
Ohio
$34.1M +$4.19M 1 1.05% Increased
55
BlackRock Group
BlackRock Group
United Kingdom
$32.9M +$4.13M 6 0.02% Increased
56
Geode Capital Management
Geode Capital Management
Massachusetts
$32.8M +$1.5M 8 0.02% Increased
57
Russell Frank Company
Russell Frank Company
Washington
$32.7M +$8.67M 8 0.06% Increased
58
Managed Account Advisors
Managed Account Advisors
New Jersey
$32M +$1.76M 5 0.04% Increased
59
Maverick Capital
Maverick Capital
Texas
$31.9M +$32M 1 0.46% New
60
CC
Clearline Capital
New York
$31.4M -$4.48M 1 5.02% Reduced
61
GGHC
Gilder Gagnon Howe & Co
New York
$30.1M +$12.5M 3 0.4% Increased
62
Munder Capital Management
Munder Capital Management
Michigan
$29.5M +$5.77M 2 0.21% Increased
63
Barclays
Barclays
United Kingdom
$28.6M -$12M 8 0.03% Reduced
64
VOYA Investment Management
VOYA Investment Management
Georgia
$28.3M +$9.34M 5 0.06% Increased
65
TCM
Tekne Capital Management
New York
$28.2M +$9.93M 1 0.96% Increased
66
Balyasny Asset Management
Balyasny Asset Management
Illinois
$27.7M +$15.2M 2 0.31% Increased
67
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$27.4M +$3.37M 1 0.32% Increased
68
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$25.6M +$3.83M 1 0.5% Increased
69
PCM
Penn Capital Management
Pennsylvania
$25.3M +$16.1M 3 0.98% Increased
70
Wells Fargo
Wells Fargo
California
$25.2M +$2.16M 7 0.01% Increased
71
Capital Research Global Investors
Capital Research Global Investors
California
$24.9M $0 1 0.01% Maintained
72
D.E. Shaw & Co
D.E. Shaw & Co
New York
$24.7M +$18.6M 6 0.03% Increased
73
Fidelity International
Fidelity International
Bermuda
$24.5M -$3.41M 2 0.09% Reduced
74
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$23.7M $0 1 0.03% Maintained
75
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22.5M -$2.34M 4 0.03% Reduced
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