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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
Raymond James Financial
Raymond James Financial
Florida
$203M +$37.4M 11 0.07% Increased
52
Sachem Head Capital Management
Sachem Head Capital Management
New York
$203M -$36.2M 1 6.33% Reduced
53
Slate Path Capital
Slate Path Capital
New York
$200M $0 1 3.44% Maintained
54
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$194M +$59.9M 3 0.71% Increased
55
Two Sigma Investments
Two Sigma Investments
New York
$181M +$2.54M 5 0.32% Increased
56
GW&K Investment Management
GW&K Investment Management
Massachusetts
$180M -$2.31M 3 1.61% Reduced
57
AQR Capital Management
AQR Capital Management
Connecticut
$175M +$52.2M 9 0.15% Increased
58
Franklin Resources
Franklin Resources
California
$174M +$80.3M 7 0.05% Increased
59
Swedbank
Swedbank
Sweden
$174M -$78.4M 1 0.2% Reduced
60
Oberweis Asset Management
Oberweis Asset Management
Illinois
$170M -$8.2M 4 7.4% Reduced
61
Emerald Advisers
Emerald Advisers
Pennsylvania
$169M -$15.6M 4 6.19% Reduced
62
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$164M -$22.4M 5 0.12% Reduced
63
Principal Financial Group
Principal Financial Group
Iowa
$161M -$3.13M 5 0.09% Reduced
64
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$158M +$101M 2 2.19% Increased
65
Dodge & Cox
Dodge & Cox
California
$154M -$339M 1 0.09% Reduced
66
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$154M +$8.98M 4 2.04% Increased
67
Janus Henderson Group
Janus Henderson Group
$141M -$5.12M 7 0.07% Reduced
68
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$138M +$55.9M 11 0.02% Increased
69
SM
Senvest Management
New York
$135M +$13.1M 1 4.51% Increased
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$133M +$3.12M 9 0.11% Increased
71
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$131M +$21.9M 2 0.42% Increased
72
Deutsche Bank
Deutsche Bank
Germany
$126M -$24.4M 8 0.05% Reduced
73
SEI Investments
SEI Investments
Pennsylvania
$122M -$3.84M 6 0.14% Reduced
74
Two Sigma Advisers
Two Sigma Advisers
New York
$122M +$9.41M 5 0.25% Increased
75
Frontier Capital Management
Frontier Capital Management
Massachusetts
$119M +$46.9M 3 1.1% Increased
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