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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
176
BWC
Blue Whale Capital
United Kingdom
$159M -$24.1M 1 5.04% Reduced
177
Fidelity International
Fidelity International
Bermuda
$158M +$8.63M 5 0.11% Increased
178
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$157M +$131M 4 0.4% Increased
179
Natixis Advisors
Natixis Advisors
Massachusetts
$157M +$25.3M 6 0.18% Increased
180
Phoenix Financial
Phoenix Financial
Israel
$157M +$136M 6 1.07% Increased
181
AG
Avala Global
New York
$156M -$17.8M 1 5.76% Reduced
182
Munro Partners
Munro Partners
Australia
$156M -$22.7M 2 3.44% Reduced
183
William Blair Investment Management
William Blair Investment Management
Illinois
$156M -$245M 3 0.47% Reduced
184
Capula Management
Capula Management
Cayman Islands
$155M +$126M 6 0.55% Increased
185
SEB Asset Management
SEB Asset Management
$153M +$66.4M 4 0.58% Increased
186
Folketrygdfondet
Folketrygdfondet
Norway
$152M -$25.7M 1 3.29% Reduced
187
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$149M +$84.2M 6 0.18% Increased
188
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$147M +$15.8M 7 0.21% Increased
189
TimesSquare Capital Management
TimesSquare Capital Management
New York
$146M -$61.8M 2 2.15% Reduced
190
BC
BIT Capital
Germany
$146M +$84.7M 3 4.32% Increased
191
Candriam SCA
Candriam SCA
Luxembourg
$145M -$228K 4 0.65% Reduced
192
Pinnacle Associates
Pinnacle Associates
New York
$145M -$34.5M 4 1.58% Reduced
193
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$143M +$21.9M 10 0.17% Increased
194
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$142M -$66.7M 7 0.15% Reduced
195
APG Asset Management
APG Asset Management
Netherlands
$141M +$143M 4 0.35% Increased
196
RB
Rodgers Brothers
Pennsylvania
$140M -$6.67M 1 13.62% Reduced
197
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$140M +$22.3M 2 3.2% Increased
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$140M +$90.3M 6 0.2% Increased
199
Quantinno Capital Management
Quantinno Capital Management
New York
$140M +$15.9M 8 0.17% Increased
200
Fisher Asset Management
Fisher Asset Management
Washington
$139M -$69.6M 3 0.04% Reduced