← 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
Wells Fargo
Wells Fargo
California
$75M -$21.4M 9 0.02% Reduced
52
Principal Financial Group
Principal Financial Group
Iowa
$73.3M -$7.45M 6 0.06% Reduced
53
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$73.1M -$12.1M 2 1.86% Reduced
54
Royce & Associates
Royce & Associates
New York
$72.5M -$6.58M 8 0.65% Reduced
55
Deutsche Bank
Deutsche Bank
Germany
$70.7M +$16.6M 10 0.05% Increased
56
Axa
Axa
France
$68.6M -$16.3M 4 0.28% Reduced
57
Ariel Investments
Ariel Investments
Illinois
$66.7M -$15.5M 1 0.84% Reduced
58
Emerald Advisers
Emerald Advisers
Pennsylvania
$66.4M +$6.35M 4 2.8% Increased
59
Boston Partners
Boston Partners
Massachusetts
$64.7M -$366K 2 0.09% Reduced
60
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$59.5M +$9.19M 6 0.15% Increased
61
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$59.3M -$3.56M 8 0.04% Reduced
62
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$58.4M +$163K 3 2.38% Increased
63
Millennium Management
Millennium Management
New York
$56.8M -$20.9M 7 0.07% Reduced
64
NPIC
Neumeier Poma Investment Counsel
California
$56.5M +$3.96M 1 4.33% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$54.4M +$3.54K 8 0.09% Increased
66
Janus Henderson Group
Janus Henderson Group
$54.1M +$47.5M 2 0.03% Increased
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$52.1M +$9.45M 8 0.05% Increased
68
UBS Group
UBS Group
Switzerland
$50M -$2.99M 10 0.02% Reduced
69
Frontier Capital Management
Frontier Capital Management
Massachusetts
$49.8M -$2.6M 1 0.37% Reduced
70
Woodline Partners
Woodline Partners
California
$48.6M +$43.8M 4 1.98% New
71
Point72 Asset Management
Point72 Asset Management
Connecticut
$47.8M -$39.9M 3 0.25% Reduced
72
CMG
Cavalry Management Group
California
$47.6M -$55.8M 3 6.91% Reduced
73
IAM
Iridian Asset Management
Connecticut
$46.9M +$44.4M 1 0.77% New
74
Channing Capital Management
Channing Capital Management
Illinois
$46.8M +$1.35M 3 2.17% Increased
75
ACB
Aristotle Capital Boston
Massachusetts
$45.1M +$802K 2 1.24% Increased