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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$68.8M +$6.72M 7 0.24% Increased
52
Wells Fargo
Wells Fargo
California
$68.7M +$9.37M 9 0.02% Increased
53
Macquarie Group
Macquarie Group
Australia
$68.4M +$7.17M 5 0.12% Increased
54
Royce & Associates
Royce & Associates
New York
$67.7M -$2.48M 5 0.45% Reduced
55
Westfield Capital Management
Westfield Capital Management
Massachusetts
$67.2M +$10.8M 2 0.52% Increased
56
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$63.7M +$31.4M 5 0.32% Increased
57
Millennium Management
Millennium Management
New York
$63.5M -$45.2M 6 0.1% Reduced
58
Fisher Asset Management
Fisher Asset Management
Washington
$62.8M +$10.1M 4 0.09% Increased
59
Deutsche Bank
Deutsche Bank
Germany
$61.3M -$1.09M 9 0.04% Reduced
60
Axa
Axa
France
$60.5M +$16.1M 4 0.26% Increased
61
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$60.2M -$4.59M 6 0.02% Reduced
62
QAM
Quentec Asset Management
New York
$59.2M -$17M 3 5.93% Reduced
63
Kennedy Capital Management
Kennedy Capital Management
Missouri
$58.2M +$6.14M 5 1.05% Increased
64
Brown Advisory
Brown Advisory
Maryland
$55M +$4.38M 2 0.18% Increased
65
Balyasny Asset Management
Balyasny Asset Management
Illinois
$53.6M +$1.02M 3 0.21% Increased
66
CCI
Columbus Circle Investors
$52.7M +$17.9M 3 0.9% Increased
67
Polar Capital
Polar Capital
United Kingdom
$52.6M +$18.5M 2 0.59% Increased
68
Artemis Investment Management
Artemis Investment Management
United Kingdom
$52.1M +$23.8M 2 1.07% Increased
69
Eagle Asset Management
Eagle Asset Management
Florida
$51.2M +$3.02M 2 0.29% Increased
70
TCW Group
TCW Group
California
$50.3M +$9.12M 2 0.4% Increased
71
SIM
Stelliam Investment Management
New York
$49.6M +$16.2M 1 1.51% Increased
72
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$48.3M +$2.34M 9 0.05% Increased
73
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$48.3M -$140K 1 1.73% Reduced
74
RCM
Roystone Capital Management
New York
$46.5M +$4.21M 1 3.83% Increased
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$45.4M -$40.6M 2 0.1% Reduced