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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
76
First Trust Advisors
First Trust Advisors
Illinois
$381M -$48.3M 7 0.27% Reduced
77
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$378M +$241M 6 0.25% Increased
78
Balyasny Asset Management
Balyasny Asset Management
Illinois
$372M -$225M 8 0.48% Reduced
79
Renaissance Technologies
Renaissance Technologies
New York
$372M +$264M 6 0.58% Increased
80
Two Sigma Investments
Two Sigma Investments
New York
$367M +$131M 9 0.3% Increased
81
William Blair Investment Management
William Blair Investment Management
Illinois
$358M -$328M 4 1.18% Reduced
82
Bank of Montreal
Bank of Montreal
Ontario, Canada
$356M +$91.3M 8 0.13% Increased
83
Holocene Advisors
Holocene Advisors
New York
$347M -$194M 3 0.84% Reduced
84
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$340M +$289M 8 0.18% New
85
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$326M -$90.7M 9 0.28% Reduced
86
1832 Asset Management
1832 Asset Management
Ontario, Canada
$325M -$372M 3 0.3% Reduced
87
D.E. Shaw & Co
D.E. Shaw & Co
New York
$315M -$110M 7 0.19% Reduced
88
Lone Pine Capital
Lone Pine Capital
Connecticut
$314M +$248M 1 2.51% New
89
Principal Financial Group
Principal Financial Group
Iowa
$302M -$82.1M 6 0.16% Reduced
90
Hood River Capital Management
Hood River Capital Management
Florida
$302M -$130M 2 3.02% Reduced
91
Squarepoint
Squarepoint
New York
$299M +$44M 9 0.35% Increased
92
GW&K Investment Management
GW&K Investment Management
Massachusetts
$296M -$60M 6 2.61% Reduced
93
Slate Path Capital
Slate Path Capital
New York
$288M +$15.8M 1 4.28% Increased
94
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283M +$3.02M 7 0.24% Increased
95
California Public Employees Retirement System
California Public Employees Retirement System
California
$275M -$11.4M 5 0.17% Reduced
96
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$273M +$82.2M 5 9.32% Increased
97
GF Fund Management
GF Fund Management
China
$265M -$75.5M 3 4.42% Reduced
98
AIM
Anatole Investment Management
Hong Kong
$259M +$50M 2 36.19% Increased
99
SEI Investments
SEI Investments
Pennsylvania
$248M -$32.1M 8 0.23% Reduced
100
AGF Management
AGF Management
Ontario, Canada
$247M +$196M 4 1.11% Increased
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