← 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
26	Goldman Sachs New York	$135M	+$26.6M	10	0.03%	Increased
27	Geode Capital Management Boston, Massachusetts	$127M	+$9.02M	10	0.05%	Increased
28	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$117M	-$10.9M	2	0.18%	Reduced
29	Russell Investments Group London, United Kingdom	$111M	-$13.7K	9	0.2%	Reduced
30	Silvercrest Asset Management New York	$108M	-$3.17M	1	1.15%	Reduced
31	T. Rowe Price Associates Baltimore, Maryland	$107M	-$27M	7	0.02%	Reduced
32	Millennium Management New York	$105M	+$36M	6	0.19%	Increased
33	JP Morgan Chase New York	$105M	+$5.51M	9	0.02%	Increased
34	Renaissance Technologies New York	$104M	-$65.4M	6	0.13%	Reduced
35	Allianz Asset Management Munich, Germany	$103M	+$5.39M	5	0.1%	Increased
36	Morgan Stanley New York	$103M	+$20.3M	9	0.03%	Increased
37	Norges Bank Oslo, Norway	$97.8M	-$2.02M	5	0.04%	Reduced
38	Principal Financial Group Des Moines, Iowa	$97.5M	+$10.3M	7	0.1%	Increased
39	Schroder Investment Management Group London, United Kingdom	$97.5M	-$31.2M	2	0.18%	Reduced
40	Citadel Advisors Miami, Florida	$96.7M	+$49.9M	8	0.08%	Increased
41	Waddell & Reed Financial Overland Park, Kansas	$87.9M	-$33M	3	0.19%	Reduced
42	VOYA Investment Management Atlanta, Georgia	$87.6M	+$11.6M	8	0.2%	Increased
43	1832 Asset Management Toronto, Ontario, Canada	$84.9M	+$36M	4	0.38%	Increased
44	QAM Quentec Asset Management New York	$81.4M	+$23.8M	3	6.25%	Increased
45	Folketrygdfondet Oslo Norway, Norway	$80.9M	-$12M	1	3.17%	Reduced
46	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$79.3M	-$31.9M	2	1.21%	Reduced
47	CC Carlson Capital Dallas, Texas	$77.8M	-$45.5M	2	1.11%	Reduced
48	Emerald Advisers Leola, Pennsylvania	$76.5M	-$22.1M	4	3.2%	Reduced
49	Charles Schwab San Francisco, California	$75.8M	+$5.49M	8	0.07%	Increased
50	Royal Bank of Canada Toronto, Ontario, Canada	$74.9M	+$175K	8	0.04%	Increased