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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
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$155M +$131M 6 0.56% Increased
52
Frontier Capital Management
Frontier Capital Management
Massachusetts
$139M -$51.2M 3 1.31% Reduced
53
Principal Financial Group
Principal Financial Group
Iowa
$138M -$14.9M 7 0.08% Reduced
54
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$138M +$679K 3 2.24% Increased
55
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$135M -$4.21M 2 0.54% Reduced
56
GW&K Investment Management
GW&K Investment Management
Massachusetts
$130M -$253K 2 1.11% Reduced
57
Balyasny Asset Management
Balyasny Asset Management
Illinois
$124M +$85.1M 7 0.2% Increased
58
SM
Senvest Management
New York
$121M -$19.4M 1 4.22% Reduced
59
William Blair Investment Management
William Blair Investment Management
Illinois
$119M +$90.1M 2 0.29% Increased
60
Snyder Capital Management
Snyder Capital Management
California
$111M -$3.8M 1 2.31% Reduced
61
D.E. Shaw & Co
D.E. Shaw & Co
New York
$111M -$740K 8 0.1% Reduced
62
Capital World Investors
Capital World Investors
California
$110M +$93.6M 1 0.02% New
63
Silvercrest Asset Management
Silvercrest Asset Management
New York
$108M +$5.34M 6 0.73% Increased
64
ACM
Analog Century Management
New York
$106M +$50.5M 2 7.21% Increased
65
Swedbank
Swedbank
Sweden
$102M +$88.3M 1 0.13% Increased
66
Emerald Advisers
Emerald Advisers
Pennsylvania
$101M -$1.68M 4 3.92% Reduced
67
SEI Investments
SEI Investments
Pennsylvania
$99.4M -$16M 7 0.13% Reduced
68
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$99.3M -$14.4M 2 0.13% Reduced
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$98.6M +$1.8M 10 0.09% Increased
70
UBS AM
UBS AM
Illinois
$97.5M +$6M 8 0.03% Increased
71
First Trust Advisors
First Trust Advisors
Illinois
$97M -$17.7M 6 0.09% Reduced
72
Brown Advisory
Brown Advisory
Maryland
$93.7M -$12.5M 2 0.12% Reduced
73
Two Sigma Investments
Two Sigma Investments
New York
$91.9M -$5.74M 6 0.2% Reduced
74
Janus Henderson Group
Janus Henderson Group
$89.9M -$16.2M 8 0.05% Reduced
75
IAM
Ion Asset Management
Israel
$88.1M -$7.18M 2 4.75% Reduced
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