← 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
Eagle Asset Management
Eagle Asset Management
Florida
$65.8M +$31M 2 0.36% Increased
52
Macquarie Group
Macquarie Group
Australia
$65.5M +$1.19M 6 0.12% Increased
53
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$64.4M +$64.5M 2 0.15% Increased
54
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$63.5M +$3.98M 6 0.21% Increased
55
Westfield Capital Management
Westfield Capital Management
Massachusetts
$63.1M +$1.25M 2 0.48% Increased
56
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$62.3M +$4.17M 2 0.75% Increased
57
Wells Fargo
Wells Fargo
California
$55.3M -$1.44M 9 0.02% Reduced
58
Allianz Asset Management
Allianz Asset Management
Germany
$54.6M -$47.5M 4 0.04% Reduced
59
Kennedy Capital Management
Kennedy Capital Management
Missouri
$53M +$1.94M 5 0.95% Increased
60
Maverick Capital
Maverick Capital
Texas
$51M +$51.6M 1 0.64% New
61
BAMCO Inc
BAMCO Inc
New York
$48.4M +$19.8M 1 0.22% Increased
62
Brandes Investment Partners
Brandes Investment Partners
California
$47.8M +$14.8M 1 0.97% Increased
63
Fisher Asset Management
Fisher Asset Management
Washington
$46.9M -$261K 4 0.06% Reduced
64
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$46.6M +$54.3M 2 0.5% New
65
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$45M +$22.7M 1 0.67% Increased
66
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$44M +$31.1K 1 3.47% Increased
67
SIM
Stelliam Investment Management
New York
$42.2M +$3.98M 1 1.75% Increased
68
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$40.9M -$34.5M 2 0.61% Reduced
69
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$40.7M -$220K 2 0.08% Reduced
70
Artemis Investment Management
Artemis Investment Management
United Kingdom
$40.4M -$8.03M 2 0.67% Reduced
71
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$39.9M -$2.14M 9 0.04% Reduced
72
Emerald Advisers
Emerald Advisers
Pennsylvania
$39.4M -$1.12M 3 1.52% Reduced
73
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$38.9M -$2.5M 5 0.17% Reduced
74
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$38.5M -$497K 1 1.26% Reduced
75
Holocene Advisors
Holocene Advisors
New York
$38M +$38.9M 3 0.96% New