← 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	D.E. Shaw & Co New York	$131M	-$44.5M	9	0.13%	Reduced
27	Renaissance Technologies New York	$131M	-$45.5M	7	0.13%	Reduced
28	Citadel Advisors Miami, Florida	$123M	+$65.9M	10	0.03%	Increased
29	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$121M	+$17.4M	3	0.46%	Increased
30	Swedbank Stockholm, Sweden	$119M	+$30.9M	1	0.41%	Increased
31	Schroder Investment Management Group London, United Kingdom	$112M	+$5.74M	4	0.18%	Increased
32	JP Morgan Chase New York	$109M	+$4.95M	10	0.02%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$104M	-$14.8M	9	0.07%	Reduced
34	Thrivent Financial for Lutherans Minneapolis, Minnesota	$104M	-$30.1M	5	0.28%	Reduced
35	IAM Ion Asset Management Herzliya, Israel	$101M	-$635K	1	15.1%	Reduced
36	Folketrygdfondet Oslo Norway, Norway	$98.8M	-$9.59M	1	4.15%	Reduced
37	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$97.4M	+$59.9M	2	5.43%	Increased
38	Paradigm Capital Management Inc Albany, New York	$93.8M	+$7.73M	5	7.89%	Increased
39	Carillon Tower Advisers St. Petersburg, Florida	$92.8M	+$3.1M	2	1.24%	Increased
40	Macquarie Group Sydney, NSW 2000, Australia	$92.7M	-$13.9M	7	0.16%	Reduced
41	Wells Fargo San Francisco, California	$90.1M	+$18.6M	10	0.03%	Increased
42	Pinnacle Associates New York	$89.9M	-$2.27M	3	2.14%	Reduced
43	LSV Asset Management Chicago, Illinois	$89.9M	+$5.96M	1	0.18%	Increased
44	Ameriprise Minneapolis, Minnesota	$89.7M	-$1.29M	9	0.04%	Reduced
45	Eagle Asset Management St Petersburg, Florida	$86.3M	-$436K	2	0.44%	Reduced
46	Waddell & Reed Financial Overland Park, Kansas	$84.4M	+$31M	1	0.2%	Increased
47	Fidelity International Hamilton, Bermuda	$83.8M	-$5.97M	1	0.1%	Reduced
48	Amundi Asset Management US Boston, Massachusetts	$81.3M	+$18.3M	5	0.09%	Increased
49	Pictet Asset Management (UK) London, United Kingdom	$75.1M	+$24.8M	4	0.12%	Increased
50	Arrowstreet Capital Boston, Massachusetts	$70.2M	+$26.2M	7	0.11%	Increased