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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
Natixis
Natixis
France
$109M +$111M 4 0.36% Increased
52
Principal Financial Group
Principal Financial Group
Iowa
$105M +$31.7M 7 0.07% Increased
53
Capital Research Global Investors
Capital Research Global Investors
California
$103M $0 1 0.03% Maintained
54
Millennium Management
Millennium Management
New York
$100M +$28M 7 0.07% Increased
55
Holocene Advisors
Holocene Advisors
New York
$97.5M +$38.5M 2 0.61% Increased
56
Penserra Capital Management
Penserra Capital Management
California
$96.2M +$20.3M 8 1.78% Increased
57
Wells Fargo
Wells Fargo
California
$96M -$26.9M 10 0.02% Reduced
58
LSV Asset Management
LSV Asset Management
Illinois
$95.8M -$18.2M 1 0.16% Reduced
59
Westfield Capital Management
Westfield Capital Management
Massachusetts
$94.6M +$29.1M 2 0.59% Increased
60
ACB
Aristotle Capital Boston
Massachusetts
$93.7M -$11.5M 3 2.09% Reduced
61
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$92.5M +$13.1M 4 1.48% Increased
62
UBS Group
UBS Group
Switzerland
$90.6M +$4.18M 10 0.03% Increased
63
IAM
Ion Asset Management
Israel
$88.8M +$7.28M 1 10.22% Increased
64
Clal Insurance
Clal Insurance
Israel
$87.6M +$10.8M 1 1.01% Increased
65
Credit Suisse
Credit Suisse
Switzerland
$85.7M +$195K 8 0.04% Increased
66
Citadel Advisors
Citadel Advisors
Florida
$85.7M +$55M 8 0.02% Increased
67
Franklin Resources
Franklin Resources
California
$83.7M -$2.8M 2 0.03% Reduced
68
Axa
Axa
France
$83.7M -$8.4M 2 0.26% Reduced
69
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$83.7M +$14M 2 0.11% Increased
70
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$83.4M +$24.6M 6 0.64% Increased
71
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$81.7M +$21M 3 0.81% Increased
72
Fisher Asset Management
Fisher Asset Management
Washington
$80.6M -$2.56M 3 0.06% Reduced
73
Acadian Asset Management
Acadian Asset Management
Massachusetts
$78.5M -$69.2M 4 0.3% Reduced
74
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$76.7M +$14.3M 7 0.16% Increased
75
Royce & Associates
Royce & Associates
New York
$73.2M -$2.63M 5 0.49% Reduced
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