← 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
Frontier Capital Management
Frontier Capital Management
Massachusetts
$69.9M +$19.3M 2 0.61% Increased
52
Fisher Asset Management
Fisher Asset Management
Washington
$68.8M -$5.57M 3 0.06% Reduced
53
Millennium Management
Millennium Management
New York
$66.8M -$65.5M 8 0.08% Reduced
54
American Century Companies
American Century Companies
Missouri
$64.5M +$19.4M 4 0.06% Increased
55
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$63.9M -$2.83M 6 0.16% Reduced
56
UBS Group
UBS Group
Switzerland
$63.4M +$25.2M 10 0.02% Increased
57
ACB
Aristotle Capital Boston
Massachusetts
$62.3M +$2.88M 2 1.8% Increased
58
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$61.4M $0 1 1.37% Maintained
59
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$61.1M +$27.4M 3 0.83% Increased
60
Capital Research Global Investors
Capital Research Global Investors
California
$60.1M -$58.6M 1 0.02% Reduced
61
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$58.5M -$22.5M 9 0.02% Reduced
62
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$58.1M +$19.2M 10 0.01% Increased
63
Ariel Investments
Ariel Investments
Illinois
$56.8M -$5.37M 1 0.82% Reduced
64
GGHC
Gilder Gagnon Howe & Co
New York
$56.6M +$62.8M 3 0.35% Increased
65
Glenmede Trust
Glenmede Trust
Pennsylvania
$56.5M +$18.4M 7 0.34% Increased
66
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$55.3M +$2.25M 3 1.08% Increased
67
Axa
Axa
France
$53.8M +$2.97M 6 0.19% Increased
68
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$53.6M -$15.1M 9 0.04% Reduced
69
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$53.6M -$10.1M 2 0.08% Reduced
70
Kennedy Capital Management
Kennedy Capital Management
Missouri
$53.4M -$12.7M 6 1.53% Reduced
71
Holocene Advisors
Holocene Advisors
New York
$53.4M -$37.7M 1 0.41% Reduced
72
Westfield Capital Management
Westfield Capital Management
Massachusetts
$53.2M +$9.47M 2 0.34% Increased
73
Principal Financial Group
Principal Financial Group
Iowa
$53.2M +$90.8K 7 0.04% Increased
74
Credit Suisse
Credit Suisse
Switzerland
$52.1M +$13.3M 8 0.03% Increased
75
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$50.2M +$13.8M 1 0.29% Increased
1 2
3
4 5