← 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
ACB
Aristotle Capital Boston
Massachusetts
$95M -$5.61M 3 3.07% Reduced
52
IAM
Ion Asset Management
Israel
$93M -$6.16M 1 9.61% Reduced
53
Atreides Management
Atreides Management
Massachusetts
$83.7M +$80M 2 2.74% New
54
SCM
Shapiro Capital Management
Georgia
$80.6M +$1.27M 1 2.35% Increased
55
D.E. Shaw & Co
D.E. Shaw & Co
New York
$78.2M +$17.1M 9 0.08% Increased
56
Wellington Management Group
Wellington Management Group
Massachusetts
$77.2M -$64.8M 3 0.02% Reduced
57
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$73.9M +$3.66M 4 1.64% Increased
58
Renaissance Technologies
Renaissance Technologies
New York
$73.6M -$47.6M 6 0.13% Reduced
59
EARNEST Partners
EARNEST Partners
Georgia
$73.4M +$17.1M 3 0.42% Increased
60
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$72.6M +$5.61M 5 4.17% Increased
61
SEI Investments
SEI Investments
Pennsylvania
$71.2M +$8.44M 8 0.13% Increased
62
Folketrygdfondet
Folketrygdfondet
Norway
$70.2M $0 1 1.46% Maintained
63
DCM
Divisar Capital Management
California
$65M +$17.6M 4 14.22% Increased
64
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$64.4M +$3.71M 4 0.3% Increased
65
TC
Tairen Capital
Hong Kong
$64.4M -$126M 1 9.05% Reduced
66
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$64.1M -$938K 9 0.07% Reduced
67
Frontier Capital Management
Frontier Capital Management
Massachusetts
$63M -$7.79M 2 0.69% Reduced
68
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.5M +$24.4M 8 0.03% Increased
69
Brown Advisory
Brown Advisory
Maryland
$58.2M +$548K 2 0.1% Increased
70
Select Equity Group
Select Equity Group
New York
$57.5M +$8.94M 4 0.24% Increased
71
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57M +$8.31M 9 0.03% Increased
72
Giverny Capital
Giverny Capital
Quebec, Canada
$53.1M +$21.9M 2 2.88% Increased
73
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$53M +$2.25M 8 0.08% Increased
74
Silvercrest Asset Management
Silvercrest Asset Management
New York
$52.2M -$2.05M 5 0.4% Reduced
75
Royce & Associates
Royce & Associates
New York
$51.9M +$24.7M 5 0.53% Increased
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