← 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
376
Prudential plc
Prudential plc
United Kingdom
$45.8M +$13.6M 5 0.25% Increased
377
STP
Science & Technology Partners
New York
$45.7M -$47.6M 4 7.71% Reduced
378
MPMG
Minneapolis Portfolio Management Group
Minnesota
$45.7M -$22.8M 1 4.33% Reduced
379
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$45.6M +$21.7M 5 0.28% Increased
380
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$45.6M +$47.4M 1 0.79% New
381
Sit Investment Associates
Sit Investment Associates
Minnesota
$45.6M -$8.89K 3 0.86% Reduced
382
UniSuper Management
UniSuper Management
Australia
$45.6M +$7.25M 4 0.24% Increased
383
SBCM
Silverberg Bernstein Capital Management
New York
$45.5M -$1.18M 1 17.44% Reduced
384
Baird Financial Group
Baird Financial Group
Wisconsin
$45.5M +$5.92M 7 0.06% Increased
385
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$45.3M +$18.8M 8 0.09% Increased
386
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$45.2M +$16.8M 7 0.12% Increased
387
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$44M +$14.5M 2 0.5% Increased
388
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$44M +$4.14M 7 0.2% Increased
389
GF Fund Management
GF Fund Management
China
$43.8M -$286M 2 0.53% Reduced
390
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$43.7M -$30.8M 1 1.23% Reduced
391
SCGE Management
SCGE Management
California
$43.7M -$17M 1 0.74% Reduced
392
Sanctuary Advisors
Sanctuary Advisors
Indiana
$43.6M +$6.36M 7 0.2% Increased
393
Guggenheim Capital
Guggenheim Capital
Illinois
$42.9M +$14.3M 7 0.27% Increased
394
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$42.8M +$42.2M 3 0.23% New
395
Needham Investment Management
Needham Investment Management
New York
$42.7M -$16.7M 2 1.29% Reduced
396
Simplex Trading
Simplex Trading
Illinois
$42.7M -$17.4M 10 0.02% Reduced
397
Natixis
Natixis
France
$42.6M -$52M 6 0.17% Reduced
398
BAMCO Inc
BAMCO Inc
New York
$42.5M -$1.76M 2 0.06% Reduced
399
SC
Shellback Capital
Massachusetts
$42.1M +$1.49M 3 3.69% Increased
400
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$42.1M +$8.31M 6 0.44% Increased