← 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
Charles Schwab
Charles Schwab
California
$225M +$3.89M 8 0.07% Increased
27
American Century Companies
American Century Companies
Missouri
$210M +$87.6M 6 0.14% Increased
28
Congress Asset Management
Congress Asset Management
Massachusetts
$209M -$1.99M 2 1.75% Reduced
29
UBS AM
UBS AM
Illinois
$204M -$11.7M 7 0.09% Reduced
30
Norges Bank
Norges Bank
Norway
$190M -$54.1M 5 0.04% Reduced
31
Deutsche Bank
Deutsche Bank
Germany
$189M +$21.7M 10 0.09% Increased
32
Fidelity International
Fidelity International
Bermuda
$185M +$63.9M 3 0.2% Increased
33
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$183M -$12.8M 3 0.59% Reduced
34
First Trust Advisors
First Trust Advisors
Illinois
$178M -$17.8M 7 0.19% Reduced
35
Optiver Holding
Optiver Holding
Netherlands
$178M +$7.11M 1 0.24% Increased
36
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$166M -$19M 3 0.21% Reduced
37
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$158M -$2.85M 10 0.02% Reduced
38
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$150M +$3.69M 2 6.1% Increased
39
Millennium Management
Millennium Management
New York
$149M +$24.2M 9 0.09% Increased
40
Frontier Capital Management
Frontier Capital Management
Massachusetts
$143M +$18.2M 2 1.05% Increased
41
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$142M -$11.2M 1 0.51% Reduced
42
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$139M -$42M 3 0.17% Reduced
43
Citadel Advisors
Citadel Advisors
Florida
$139M +$42.1M 10 0.03% Increased
44
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$135M -$21.2M 6 0.27% Reduced
45
GGHC
Gilder Gagnon Howe & Co
New York
$133M +$579K 3 0.65% Increased
46
Bank of Montreal
Bank of Montreal
Ontario, Canada
$130M +$75.7M 8 0.06% Increased
47
Robeco Schweiz
Robeco Schweiz
Switzerland
$122M -$31.7M 2 1.7% Reduced
48
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$122M -$746K 4 5.85% Reduced
49
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$117M +$27.2M 3 0.14% Increased
50
Renaissance Technologies
Renaissance Technologies
New York
$117M -$51.5M 6 0.15% Reduced