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 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
| $147M | -$28.2M | 1 | 3.12% | Reduced |
|
| 27 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $147M | +$26.6M | 9 | 0.07% | Increased |
|
| 28 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $145M | -$13.5M | 2 | 0.23% | Reduced |
|
| 29 |
Folketrygdfondet
Oslo Norway,
Norway
| $135M | +$6.39M | 1 | 3.46% | Increased |
|
| 30 |
Ariel Investments
Chicago,
Illinois
| $135M | -$606K | 1 | 1.49% | Reduced |
|
| 31 |
Millennium Management
New York
| $131M | +$13.6M | 7 | 0.16% | Increased |
|
| 32 |
Schroder Investment Management Group
London,
United Kingdom
| $117M | -$2.55M | 1 | 0.2% | Reduced |
|
| 33 |
JP Morgan Chase
New York
| $113M | +$23.9M | 9 | 0.02% | Increased |
|
| 34 |
Russell Investments Group
London,
United Kingdom
| $113M | +$7.34M | 9 | 0.21% | Increased |
|
| 35 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $111M | -$5.06M | 6 | 0.35% | Reduced |
|
| 36 |
Norges Bank
Oslo,
Norway
| $110M | -$1.67M | 6 | 0.04% | Reduced |
|
| 37 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $109M | +$11.7M | 9 | 0.05% | Increased |
|
| 38 |
Axa
Paris,
France
| $106M | +$5.15M | 3 | 0.39% | Increased |
|
| 39 |
Charles Schwab
San Francisco,
California
| $105M | +$7.04M | 8 | 0.07% | Increased |
|
| 40 |
Pinnacle Associates
New York
| $99.6M | -$11.9M | 3 | 2.07% | Reduced |
|
| 41 |
Morgan Stanley
New York
| $95.4M | +$17.5M | 9 | 0.02% | Increased |
|
| 42 |
Royce & Associates
New York
| $95.2M | -$2.63M | 6 | 0.66% | Reduced |
|
| 43 |
Principal Financial Group
Des Moines,
Iowa
| $94.4M | +$1.31M | 6 | 0.08% | Increased |
|
| 44 |
LSV Asset Management
Chicago,
Illinois
| $89.1M | +$2.25M | 1 | 0.13% | Increased |
|
| 45 |
Renaissance Technologies
New York
| $84.1M | +$42.2M | 5 | 0.09% | Increased |
|
| 46 |
Kennedy Capital Management
St Louis,
Missouri
| $82.9M | +$673K | 4 | 1.54% | Increased |
|
| 47 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $78.7M | +$12.1M | 5 | 0.13% | Increased |
|
| 48 |
Emerald Advisers
Leola,
Pennsylvania
| $74.9M | +$3.35M | 3 | 2.75% | Increased |
|
| 49 |
Boston Partners
Boston,
Massachusetts
| $71.6M | -$1.47M | 2 | 0.08% | Reduced |
|
| 50 |
Arrowstreet Capital
Boston,
Massachusetts
| $68.5M | -$34.7M | 1 | 0.15% | Reduced |
|