← 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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.9M +$41M 9 0.03% Increased
52
Russell Frank Company
Russell Frank Company
Washington
$52.4M -$5.19M 8 0.09% Reduced
53
BlackRock Investment Management
BlackRock Investment Management
Delaware
$52.4M +$6.09M 9 0.07% Increased
54
Silvercrest Asset Management
Silvercrest Asset Management
New York
$52.3M -$9.25M 1 0.72% Reduced
55
Jennison Associates
Jennison Associates
New York
$50.9M -$9.42M 3 0.05% Reduced
56
CAM
Cortina Asset Management
Wisconsin
$42.8M +$2.45M 3 1.93% Increased
57
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$42.1M -$895K 1 0.78% Reduced
58
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$41.7M -$96.3K 1 2.06% Reduced
59
Westfield Capital Management
Westfield Capital Management
Massachusetts
$40.9M +$45.5M 1 0.28% New
60
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$39M +$8.71M 3 0.18% Increased
61
BlackRock Group
BlackRock Group
United Kingdom
$38.9M +$8.46M 7 0.02% Increased
62
Gotham Asset Management
Gotham Asset Management
New York
$38.9M -$11.3M 5 0.42% Reduced
63
ACM
Argent Capital Management
Missouri
$38.3M -$3.66M 3 1.78% Reduced
64
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$38M -$48.6K 2 0.36% Reduced
65
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$37.2M +$8.82M 1 0.06% Increased
66
Credit Suisse
Credit Suisse
Switzerland
$36.9M -$15.9M 8 0.04% Reduced
67
Kennedy Capital Management
Kennedy Capital Management
Missouri
$35.9M +$3.69M 4 0.73% Increased
68
Brown Advisory
Brown Advisory
Maryland
$35.4M +$1.33M 1 0.12% Increased
69
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.6M -$19.4M 2 0.1% Reduced
70
Morgan Stanley
Morgan Stanley
New York
$33.9M -$22.8M 9 0.01% Reduced
71
Lazard Asset Management
Lazard Asset Management
New York
$32.6M -$841K 1 0.07% Reduced
72
MC
Maplelane Capital
New York
$32.3M +$8.71M 3 1.7% Increased
73
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$32M +$3.71M 7 0.05% Increased
74
AAM
AO Asset Management
New York
$31.5M +$27.3M 2 6.84% New
75
BCIM
Black Creek Investment Management
Ontario, Canada
$31M -$944K 1 3.15% Reduced
1 2
3
4 5