← All themes Semiconductors

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
251
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$9.04M +$825K 4 0.31% Increased
252
Gotham Asset Management
Gotham Asset Management
New York
$9.02M +$5.51M 3 0.14% Increased
253
TSAM
Trinity Street Asset Management
United Kingdom
$9.01M -$10.1M 1 0.72% Reduced
254
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.94M -$13.4M 1 0.02% Reduced
255
SC
Shellback Capital
Massachusetts
$8.93M +$8.13M 2 0.6% Increased
256
1832 Asset Management
1832 Asset Management
Ontario, Canada
$8.46M +$7.65M 3 0.01% Increased
257
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$8.45M -$379K 5 0.02% Reduced
258
HPCM
Hunter Perkins Capital Management
Illinois
$8.41M -$2.87M 1 1.72% Reduced
259
Engineers Gate Manager
Engineers Gate Manager
New York
$8.39M -$1.42M 5 0.22% Reduced
260
Arizona State Retirement System
Arizona State Retirement System
Arizona
$8.38M +$127K 9 0.06% Increased
261
VARA
Value Aligned Research Advisors
New Jersey
$8.33M +$3.28M 1 1.64% Increased
262
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$8.22M -$8.44M 3 0.02% Reduced
263
VOYA Investment Management
VOYA Investment Management
Georgia
$8.15M -$40.1M 8 0.01% Reduced
264
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$8.11M -$45.5K 3 0.04% Reduced
265
CCS
Concentric Capital Strategies
Connecticut
$8.11M +$8.11M 5 0.46% New
266
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$8.09M -$35.6K 8 0.28% Reduced
267
LI
LMCG Investments
Massachusetts
$7.98M -$28.9K 1 0.47% Reduced
268
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$7.94M -$2.96M 5 0.06% Reduced
269
Allspring Global Investments
Allspring Global Investments
North Carolina
$7.91M +$2.49M 6 0.01% Increased
270
SBCM
Silverberg Bernstein Capital Management
New York
$7.88M -$248K 1 7.71% Reduced
271
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$7.8M $0 5 0.07% Maintained
272
TCMG
TSP Capital Management Group
New Jersey
$7.72M +$3.66M 1 2.48% Increased
273
Hantz Financial Services
Hantz Financial Services
Michigan
$7.69M +$2.77M 4 0.15% Increased
274
Prudential Financial
Prudential Financial
New Jersey
$7.58M -$1.46M 7 0.01% Reduced
275
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$7.51M +$265K 1 0.18% Increased