← 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
276	Fjarde Ap-fonden Stockholm, Sweden	$79.4M	+$11M	4	0.38%	Increased
277	Cerity Partners New York	$78.7M	-$4.15M	8	0.1%	Reduced
278	Eventide Asset Management Boston, Massachusetts	$78.5M	+$41.9M	4	1.05%	Increased
279	ZDA Zweig-DiMenna Associates New York	$78.4M	-$13.7M	3	7.12%	Reduced
280	SC Styrax Capital New York	$77.2M	-$44.6M	1	5.09%	Reduced
281	Mackenzie Financial Toronto Ontario, Ontario, Canada	$77.1M	+$33.8M	7	0.08%	Increased
282	CIBC World Market Toronto, Ontario, Canada	$76.7M	+$9.86M	8	0.12%	Increased
283	Panagora Asset Management Boston, Massachusetts	$76.6M	-$27.6M	5	0.24%	Reduced
284	Calamos Advisors Naperville, Illinois	$75.6M	+$8.36M	4	0.25%	Increased
285	Jump Financial Chicago, Illinois	$75.5M	-$34.9M	6	0.61%	Reduced
286	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$75.1M	+$51.9M	7	0.04%	Increased
287	Aspex Management (HK) Central, Hong Kong	$74.9M	-$104M	1	0.84%	Reduced
288	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$74.1M	+$4.36M	4	0.47%	Increased
289	USS Investment Management London, United Kingdom	$74.1M	+$70.2M	5	0.27%	New
290	MN Services Vermogensbeheer The Hague, Netherlands	$72.5M	+$68.2M	4	0.54%	New
291	DSM Capital Partners Palm Beach Gardens, Florida	$72.3M	+$64.8M	5	1.24%	New
292	MetLife Investment Management Whippany, New Jersey	$71.9M	-$19.8M	8	0.33%	Reduced
293	Lansforsakringar Fondforvaltning Stockholm, Sweden	$71.7M	+$62.2M	4	0.32%	Increased
294	SCM Silvant Capital Management Atlanta, Georgia	$71.6M	+$66.9M	4	2.08%	Increased
295	STRS Ohio Columbus, Ohio	$71.6M	+$15.5M	6	0.27%	Increased
296	IMC Chicago Chicago, Illinois	$70.8M	-$61.8M	7	0.02%	Reduced
297	State of Michigan Retirement System Lansing, Michigan	$70.7M	+$10.3M	4	0.31%	Increased
298	Resona Asset Management Koto-Ku,tokyo, Japan	$70.1M	-$572K	4	0.33%	Reduced
299	Group One Trading Chicago, Illinois	$69.7M	-$31.2M	8	0.1%	Reduced
300	SA Spear Advisors East Hampton, New York	$69.5M	+$31.7M	6	23.87%	Increased