← 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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$150M	+$35.8M	2	0.48%	Increased
27	Thrivent Financial for Lutherans Minneapolis, Minnesota	$139M	+$2.67M	5	0.39%	Increased
28	JP Morgan Chase New York	$138M	+$9.34M	9	0.03%	Increased
29	Primecap Management Pasadena, California	$138M	+$59.1M	2	0.1%	Increased
30	Schroder Investment Management Group London, United Kingdom	$129M	-$7.95M	3	0.21%	Reduced
31	Arrowstreet Capital Boston, Massachusetts	$123M	+$7.67M	6	0.28%	Increased
32	Eagle Asset Management St Petersburg, Florida	$110M	-$649K	2	0.53%	Reduced
33	Pinnacle Associates New York	$106M	+$8.28M	3	2.32%	Increased
34	Macquarie Group Sydney, NSW 2000, Australia	$106M	+$22.6M	4	0.15%	Increased
35	IAM Ion Asset Management Herzliya, Israel	$103M	-$1.51M	1	19.12%	Reduced
36	Folketrygdfondet Oslo Norway, Norway	$102M	+$10.3M	1	3.32%	Increased
37	AQR Capital Management Greenwich, Connecticut	$101M	-$39.4M	7	0.11%	Reduced
38	Capital Research Global Investors Los Angeles, California	$101M	-$220M	1	0.03%	Reduced
39	Royal Bank of Canada Toronto, Ontario, Canada	$93M	-$27M	9	0.03%	Reduced
40	LSV Asset Management Chicago, Illinois	$92.8M	+$17M	2	0.14%	Increased
41	Russell Investments Group London, United Kingdom	$89.4M	+$5.2M	8	0.17%	Increased
42	Morgan Stanley New York	$89.3M	+$6.09M	9	0.02%	Increased
43	Paradigm Capital Management Inc Albany, New York	$87.6M	+$20.7M	5	6.76%	Increased
44	Hood River Capital Management Palm Beach Gardens, Florida	$87.6M	+$18.3M	2	3.78%	Increased
45	Fisher Asset Management Camas, Washington	$84.9M	+$41.9M	3	0.09%	Increased
46	YCM Yiheng Capital Management San Francisco, California	$84.8M	$0	1	7.44%	Maintained
47	EIP Easterly Investment Partners Beverly, Massachusetts	$82.5M	-$20.8M	1	2.32%	Reduced
48	Carillon Tower Advisers St. Petersburg, Florida	$82.1M	-$159K	2	0.55%	Reduced
49	Robeco Schweiz Zurich, Switzerland	$82M	+$19.8M	2	3.06%	Increased
50	Kennedy Capital Management St Louis, Missouri	$80.8M	-$9.15M	5	1.98%	Reduced