← 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
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$52.1M -$54.5M 3 2.53% Reduced
277
Credit Agricole
Credit Agricole
France
$52.1M +$9.16M 6 0.14% Increased
278
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$51.8M +$1.6M 7 0.07% Increased
279
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$50.7M -$16.5M 3 0.87% Reduced
280
TCP
ThornTree Capital Partners
Massachusetts
$50.6M -$14.8M 1 8.97% Reduced
281
TC
Tairen Capital
Hong Kong
$50.4M -$45.4M 2 5.45% Reduced
282
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$50.2M +$4.54M 2 0.08% Increased
283
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$49.9M -$34.3M 1 0.17% Reduced
284
Boothbay Fund Management
Boothbay Fund Management
New York
$49.9M -$8.5M 6 0.65% Reduced
285
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$49.4M +$23.4M 5 0.39% Increased
286
Arizona State Retirement System
Arizona State Retirement System
Arizona
$48.5M -$370K 7 0.28% Reduced
287
Calamos Advisors
Calamos Advisors
Illinois
$48.1M -$17.1M 3 0.17% Reduced
288
Nomura Holdings
Nomura Holdings
Japan
$48M -$104M 7 0.13% Reduced
289
PC
Panview Capital
Hong Kong
$47.9M +$43.8M 1 10.26% New
290
EQF
Evergreen Quality Fund
Cayman Islands
$47.5M -$74.7M 1 1.09% Reduced
291
SEB Asset Management
SEB Asset Management
$47.1M +$46.1M 4 0.2% New
292
DCM
Divisar Capital Management
California
$47M -$40.8M 2 11.98% Reduced
293
Osaic Holdings
Osaic Holdings
Arizona
$46.9M +$4.24M 11 0.07% Increased
294
Resona Asset Management
Resona Asset Management
Japan
$46.8M +$23.5M 4 0.23% Increased
295
CIBC World Market
CIBC World Market
Ontario, Canada
$46.5M +$33.9M 7 0.08% Increased
296
ACB
Aristotle Capital Boston
Massachusetts
$46.3M -$22M 2 2.87% Reduced
297
GGHC
Gilder Gagnon Howe & Co
New York
$45.9M -$9.03M 3 0.55% Reduced
298
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$45.7M -$11M 1 1.44% Reduced
299
APC
Alta Park Capital
California
$44.9M +$29.4M 2 7% Increased
300
Pathstone Holdings
Pathstone Holdings
New Jersey
$44.6M -$3.82M 7 0.18% Reduced