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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
William Blair Investment Management
William Blair Investment Management
Illinois
$491M -$371M 4 1.37% Reduced
52
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$479M -$335M 3 1.6% Reduced
53
AQR Capital Management
AQR Capital Management
Connecticut
$468M +$2.33M 8 0.25% Increased
54
UBS AM
UBS AM
Illinois
$449M +$117M 8 0.09% Increased
55
Balyasny Asset Management
Balyasny Asset Management
Illinois
$448M +$39.8M 8 0.57% Increased
56
1832 Asset Management
1832 Asset Management
Ontario, Canada
$446M +$185M 3 0.34% Increased
57
ACM
Analog Century Management
New York
$431M -$59M 4 21.23% Reduced
58
Franklin Resources
Franklin Resources
California
$420M -$11.8M 8 0.1% Reduced
59
Holocene Advisors
Holocene Advisors
New York
$403M -$157M 5 0.85% Reduced
60
Swedbank
Swedbank
Sweden
$388M +$159M 4 0.38% Increased
61
Deutsche Bank
Deutsche Bank
Germany
$388M +$70.6M 8 0.13% Increased
62
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$387M -$154M 1 4.41% Reduced
63
D.E. Shaw & Co
D.E. Shaw & Co
New York
$368M -$226M 8 0.2% Reduced
64
Driehaus Capital Management
Driehaus Capital Management
Illinois
$364M -$122M 5 2.47% Reduced
65
American Century Companies
American Century Companies
Missouri
$349M -$25.7M 7 0.18% Reduced
66
FFM
FengHe Fund Management
Singapore
$345M +$46.3M 5 19.41% Increased
67
Legal & General Group
Legal & General Group
United Kingdom
$338M +$66.9M 8 0.07% Increased
68
WAM
WT Asset Management
Hong Kong
$331M +$3.53M 4 13.15% Increased
69
Principal Financial Group
Principal Financial Group
Iowa
$315M -$4.29M 5 0.16% Reduced
70
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$313M -$168M 4 0.24% Reduced
71
First Trust Advisors
First Trust Advisors
Illinois
$303M +$21M 7 0.22% Increased
72
Oberweis Asset Management
Oberweis Asset Management
Illinois
$302M -$2.7M 4 11.06% Reduced
73
Sachem Head Capital Management
Sachem Head Capital Management
New York
$297M -$63.6M 1 6.97% Reduced
74
GW&K Investment Management
GW&K Investment Management
Massachusetts
$297M +$41.8M 4 2.57% Increased
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$295M -$2.09M 9 0.24% Reduced
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