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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
Citadel Advisors
Citadel Advisors
Florida
$39.5M -$3.66M 5 0.04% Reduced
52
CAM
Chou Associates Management
Ontario, Canada
$39.3M $0 1 10.29% Maintained
53
Apex Capital Management
Apex Capital Management
Ohio
$39M +$5.65M 1 1.04% Increased
54
Russell Frank Company
Russell Frank Company
Washington
$39M -$3.86M 8 0.07% Reduced
55
Geode Capital Management
Geode Capital Management
Massachusetts
$36.1M +$678K 8 0.02% Increased
56
Victory Capital Management
Victory Capital Management
Texas
$35.3M +$30.4M 1 0.13% New
57
Deutsche Bank
Deutsche Bank
Germany
$33.5M +$2M 8 0.02% Increased
58
Citigroup
Citigroup
New York
$33.3M +$871K 7 0.03% Increased
59
Boston Partners
Boston Partners
Massachusetts
$32.1M +$30.2M 2 0.05% Increased
60
Ariel Investments
Ariel Investments
Illinois
$30.1M +$10.9M 1 0.35% Increased
61
SCM
SG Capital Management
Illinois
$30M +$20.5M 1 7.83% Increased
62
Fidelity International
Fidelity International
Bermuda
$29M +$3.9M 2 0.1% Increased
63
PCM
Penn Capital Management
Pennsylvania
$28.8M -$6.28M 3 1.21% Reduced
64
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$28.7M -$4.3M 1 0.39% Reduced
65
CC
Carlson Capital
Texas
$28.6M +$24.6M 1 0.28% New
66
VOYA Investment Management
VOYA Investment Management
Georgia
$27.8M -$134K 4 0.06% Reduced
67
Barclays
Barclays
United Kingdom
$27M -$2.68M 7 0.03% Reduced
68
Cambiar Investors
Cambiar Investors
Colorado
$26.7M +$25.1M 1 0.41% New
69
BlackRock Group
BlackRock Group
United Kingdom
$25.3M +$2.7M 6 0.01% Increased
70
CC
Clearline Capital
New York
$25.3M +$900K 1 3.92% Increased
71
Wells Fargo
Wells Fargo
California
$24.3M -$2.29M 7 0.01% Reduced
72
BlackRock Investment Management
BlackRock Investment Management
Delaware
$23.8M -$2.31M 8 0.03% Reduced
73
Managed Account Advisors
Managed Account Advisors
New Jersey
$23.4M -$1.93M 5 0.02% Reduced
74
BPGAM
BTG Pactual Global Asset Management
Bermuda
$22.9M +$8.31M 2 2.01% Increased
75
Balyasny Asset Management
Balyasny Asset Management
Illinois
$22.1M -$44.3M 2 0.2% Reduced