← 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
51
CCI
Columbus Circle Investors
$36.4M +$37.6M 1 0.24% New
52
Wellington Management Group
Wellington Management Group
Massachusetts
$35.4M -$195K 2 0.01% Reduced
53
CC
Clearline Capital
New York
$34.8M +$7.42M 1 7.91% Increased
54
Third Point
Third Point
New York
$33M $0 1 0.49% Maintained
55
Geode Capital Management
Geode Capital Management
Massachusetts
$32.8M +$2.7M 8 0.02% Increased
56
SRFM
Shannon River Fund Management
New York
$32.4M +$31.5M 2 2.06% New
57
CI Investments Inc
CI Investments Inc
Ontario, Canada
$32.2M +$6.39M 2 0.34% Increased
58
Apex Capital Management
Apex Capital Management
Ohio
$31.1M +$15.3M 1 1.1% Increased
59
Managed Account Advisors
Managed Account Advisors
New Jersey
$30.6M +$8.95M 4 0.04% Increased
60
Silvercrest Asset Management
Silvercrest Asset Management
New York
$30.4M +$4.78M 1 0.48% Increased
61
Fidelity International
Fidelity International
Bermuda
$29.6M +$12.2M 2 0.11% Increased
62
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.8M +$13.3M 4 0.01% Increased
63
BlackRock Group
BlackRock Group
United Kingdom
$28.4M +$411K 5 0.02% Increased
64
TI
Turner Investments
Pennsylvania
$27.6M -$3.44M 4 0.73% Reduced
65
ECM
Empire Capital Management
Connecticut
$27.6M +$28.5M 3 3.29% New
66
ACM
Archer Capital Management
New York
$27.4M +$28M 1 3.29% New
67
City National Bank
City National Bank
Delaware
$27.4M +$7.45M 2 0.38% Increased
68
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$26M +$7.5M 1 0.31% Increased
69
Credit Suisse
Credit Suisse
Switzerland
$25.8M -$4.37M 8 0.03% Reduced
70
GC
Greenlight Capital
New York
$25.7M +$26.3M 1 0.38% New
71
California Public Employees Retirement System
California Public Employees Retirement System
California
$25M +$7.27M 7 0.04% Increased
72
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$24.9M -$63.1M 1 0.04% Reduced
73
Russell Frank Company
Russell Frank Company
Washington
$24.6M -$3.88M 8 0.04% Reduced
74
Munder Capital Management
Munder Capital Management
Michigan
$24.5M +$1.34M 2 0.18% Increased
75
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$24.1M +$1.49M 4 0.03% Increased
1 2
3
4 5