← 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
401
WCM
Westerly Capital Management
California
$24.5M +$4.32M 2 6.67% Increased
402
LI
Leeward Investments
Massachusetts
$24.5M -$43.6M 1 1.21% Reduced
403
Utah Retirement Systems
Utah Retirement Systems
Utah
$24.5M +$8.78M 4 0.25% Increased
404
Baird Financial Group
Baird Financial Group
Wisconsin
$24.5M -$5.27M 6 0.04% Reduced
405
Rakuten Investment Management
Rakuten Investment Management
Japan
$24.4M +$16.1M 3 0.05% Increased
406
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$24.4M -$5.65M 6 0.21% Reduced
407
Allstate Corporation
Allstate Corporation
Illinois
$24.3M +$19M 6 0.26% Increased
408
KM
KP Management
Minnesota
$24M +$8.86M 4 5.86% Increased
409
Prudential plc
Prudential plc
United Kingdom
$24M +$6.18M 5 0.14% Increased
410
SRC
Shufro Rose & Co
New York
$23.8M -$1.28M 1 1.62% Reduced
411
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$23.8M -$21.6M 5 0.1% Reduced
412
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$23.7M +$11.5M 7 0.07% Increased
413
HP
Harvey Partners
New York
$23.7M -$2.88M 1 1.88% Reduced
414
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$23.6M -$6.5M 4 0.73% Reduced
415
WhitTier Trust Company
WhitTier Trust Company
Nevada
$23.5M +$16.6M 4 0.48% Increased
416
PCM
Polymer Capital Management
New York
$23.1M -$18.5M 4 2.34% Reduced
417
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1M -$4.29M 8 0.08% Reduced
418
LI
LMCG Investments
Massachusetts
$23M -$13.6M 1 1.37% Reduced
419
Marsico Capital Management
Marsico Capital Management
Colorado
$23M +$10.4M 2 0.68% Increased
420
Empowered Funds
Empowered Funds
Pennsylvania
$22.8M +$12.8M 5 0.15% Increased
421
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$22.8M -$1.01M 3 0.76% Reduced
422
New York Life Investment Management
New York Life Investment Management
New York
$22.8M +$14.3M 4 0.19% Increased
423
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$22.7M -$37.9M 1 0.14% Reduced
424
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$22.7M +$11.8M 4 0.18% Increased
425
US Bancorp
US Bancorp
Minnesota
$22.5M +$808K 9 0.03% Increased