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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
$125M -$63M 5 0.27% Reduced
52
Westfield Capital Management
Westfield Capital Management
Massachusetts
$124M +$37.7M 4 0.61% Increased
53
Atreides Management
Atreides Management
Massachusetts
$117M +$2.87M 1 3.55% Increased
54
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$114M +$107M 7 0.13% Increased
55
Jennison Associates
Jennison Associates
New York
$111M -$4.11M 3 0.08% Reduced
56
Holocene Advisors
Holocene Advisors
New York
$106M +$43.9M 1 0.31% Increased
57
Deutsche Bank
Deutsche Bank
Germany
$105M +$25.5M 9 0.04% Increased
58
Janus Henderson Group
Janus Henderson Group
$104M +$4.45M 7 0.06% Increased
59
Raymond James Financial
Raymond James Financial
Florida
$104M +$13.2M 10 0.04% Increased
60
American Century Companies
American Century Companies
Missouri
$104M -$27M 5 0.06% Reduced
61
Emerald Advisers
Emerald Advisers
Pennsylvania
$102M -$10.2M 4 4.61% Reduced
62
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$102M +$5.98M 3 1.47% Increased
63
UBS AM
UBS AM
Illinois
$99.3M -$4.56M 7 0.03% Reduced
64
Oaktree Capital Management
Oaktree Capital Management
California
$98.8M -$73.6M 1 1.91% Reduced
65
Principal Financial Group
Principal Financial Group
Iowa
$98.3M -$44.1M 6 0.06% Reduced
66
Alyeska Investment Group
Alyeska Investment Group
Illinois
$97.3M -$17M 5 0.39% Reduced
67
SEI Investments
SEI Investments
Pennsylvania
$97M +$12.1M 6 0.12% Increased
68
Citigroup
Citigroup
New York
$95.6M +$13.7M 10 0.05% Increased
69
Oberweis Asset Management
Oberweis Asset Management
Illinois
$95.2M +$47.5M 3 4.74% Increased
70
Voloridge Investment Management
Voloridge Investment Management
Florida
$94M +$30.3M 5 0.35% Increased
71
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$93.7M +$104M 9 0.02% Increased
72
Two Sigma Investments
Two Sigma Investments
New York
$90.6M -$38.6M 6 0.19% Reduced
73
SM
Senvest Management
New York
$89M -$8.71M 1 3.72% Reduced
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$86.8M -$1.54M 10 0.08% Reduced
75
Woodline Partners
Woodline Partners
California
$83.9M +$33.4M 3 0.55% Increased