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 |
D.E. Shaw & Co
New York
| $80.9M | -$42.3M | 8 | 0.1% | Reduced |
|
| 52 |
Point72 Asset Management
Stamford,
Connecticut
| $78.8M | +$58.6M | 3 | 0.31% | Increased |
|
| 53 |
TC
Tairen Capital
Hong Kong
| $78.6M | +$99.5M | 2 | 8.94% | Increased |
|
| 54 |
Weiss Multi-Strategy Advisers
New York
| $74.7M | +$18.2M | 4 | 1.98% | Increased |
|
| 55 |
Axa
Paris,
France
| $73.8M | +$9.7M | 3 | 0.29% | Increased |
|
| 56 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $72.2M | +$11.6M | 4 | 0.87% | Increased |
|
| 57 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
| $71.6M | -$5.94M | 3 | 2.42% | Reduced |
|
| 58 |
Clal Insurance
Tel-Aviv,
Israel
| $71.6M | +$13.3M | 1 | 0.98% | Increased |
|
| 59 |
Marshall Wace
London,
United Kingdom
| $70.4M | +$31.2M | 8 | 0.15% | Increased |
|
| 60 |
Robeco Schweiz
Zurich,
Switzerland
| $69.9M | +$3.41M | 2 | 1.36% | Increased |
|
| 61 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $68.9M | +$8.63M | 10 | 0.04% | Increased |
|
| 62 |
Swedbank
Stockholm,
Sweden
| $68.6M | +$41.4M | 1 | 0.16% | Increased |
|
| 63 |
Folketrygdfondet
Oslo Norway,
Norway
| $67.9M | -$9.72M | 1 | 1.52% | Reduced |
|
| 64 |
Janus Henderson Group
London,
| $67.3M | +$35.6M | 5 | 0.05% | Increased |
|
| 65 |
ST
SAL Trading
Bala Cynwyd,
Pennsylvania
| $66.6M | +$18.6M | 1 | 28.22% | Increased |
|
| 66 |
Frontier Capital Management
Boston,
Massachusetts
| $64.8M | -$5.67M | 2 | 0.76% | Reduced |
|
| 67 |
Pinnacle Associates
New York
| $62.7M | -$1.91M | 3 | 1.44% | Reduced |
|
| 68 |
Diamond Hill Capital Management
Columbus,
Ohio
| $61.8M | +$73.5M | 1 | 0.3% | New |
|
| 69 |
RhumbLine Advisers
Boston,
Massachusetts
| $60.1M | +$10.6M | 8 | 0.09% | Increased |
|
| 70 |
GW&K Investment Management
Boston,
Massachusetts
| $59M | -$4.07M | 1 | 0.65% | Reduced |
|
| 71 |
EARNEST Partners
Atlanta,
Georgia
| $58.3M | +$4.52M | 3 | 0.39% | Increased |
|
| 72 |
Penserra Capital Management
Orinda,
California
| $57.3M | -$2.66M | 7 | 1.62% | Reduced |
|
| 73 |
SEI Investments
Oaks,
Pennsylvania
| $56.6M | +$10.8M | 8 | 0.13% | Increased |
|
| 74 |
Channing Capital Management
Chicago,
Illinois
| $55.1M | +$3.63M | 2 | 1.9% | Increased |
|
| 75 |
DnB Asset Management
Oslo,
Norway
| $54.8M | +$61M | 1 | 0.42% | New |
|