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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
Wells Fargo
Wells Fargo
California
$84.6M +$4.09M 9 0.02% Increased
52
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$83.8M +$1.72M 1 2.05% Increased
53
Fisher Asset Management
Fisher Asset Management
Washington
$80.4M -$4.42M 3 0.08% Reduced
54
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$78.5M +$6.8M 9 0.06% Increased
55
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$74.2M -$785K 6 0.21% Reduced
56
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$71.8M +$38.6M 5 0.09% Increased
57
Citadel Advisors
Citadel Advisors
Florida
$71.5M -$37.1M 9 0.03% Reduced
58
Balyasny Asset Management
Balyasny Asset Management
Illinois
$69.2M +$46M 2 0.6% Increased
59
Ariel Investments
Ariel Investments
Illinois
$69.2M -$8M 1 1.05% Reduced
60
Kennedy Capital Management
Kennedy Capital Management
Missouri
$69.1M -$5.15M 5 2% Reduced
61
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$69.1M +$11.5M 2 0.11% Increased
62
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$65.1M +$4.93M 1 0.17% Increased
63
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$63.7M +$24.2M 3 1.29% Increased
64
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$63.7M +$1.24M 1 0.22% Increased
65
Principal Financial Group
Principal Financial Group
Iowa
$63.2M +$95.6K 7 0.06% Increased
66
Hood River Capital Management
Hood River Capital Management
Florida
$62.2M -$33M 1 2.79% Reduced
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$61.1M -$4.94M 9 0.1% Reduced
68
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$60.9M -$88.7K 3 0.1% Reduced
69
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$60.9M +$56.9K 1 3.59% Increased
70
Axa
Axa
France
$60.3M -$3.97M 5 0.24% Reduced
71
ACB
Aristotle Capital Boston
Massachusetts
$59.7M +$6.35M 2 1.81% Increased
72
Russell Investments Group
Russell Investments Group
United Kingdom
$59.3M +$7.65M 7 0.13% Increased
73
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$57.7M -$9.58M 2 1.64% Reduced
74
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$56.9M +$5.76M 6 0.1% Increased
75
SCM
Shapiro Capital Management
Georgia
$56M -$25.3M 1 1.6% Reduced