← 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
76
Fidelity International
Fidelity International
Bermuda
$21.5M +$2.13M 2 0.08% Increased
77
BlackRock
BlackRock
New York
$21.5M +$19.6M 7 0.03% Increased
78
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$21.4M +$645K 1 0.45% Increased
79
Ariel Investments
Ariel Investments
Illinois
$20.9M +$3.57M 1 0.27% Increased
80
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$20.9M -$24.7M 5 0.01% Reduced
81
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$20.6M +$1.28M 6 0.05% Increased
82
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$20.6M +$18.9M 1 2.66% New
83
LCP
Lombardia Capital Partners
California
$19.5M +$15.2M 1 0.58% Increased
84
Calamos Advisors
Calamos Advisors
Illinois
$19.2M -$650K 2 0.13% Reduced
85
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$18.9M +$1.91M 4 0.03% Increased
86
Alyeska Investment Group
Alyeska Investment Group
Illinois
$18.8M +$22M 1 0.39% New
87
Nomura Holdings
Nomura Holdings
Japan
$17.8M +$11.5M 5 0.05% Increased
88
MFAM
Motley Fool Asset Management
Virginia
$17M +$2.78M 2 3.51% Increased
89
City National Bank
City National Bank
Delaware
$16.7M -$19.5M 2 0.15% Reduced
90
Charles Schwab
Charles Schwab
California
$16.7M -$293K 6 0.03% Reduced
91
CRM
Cramer Rosenthal McGlynn
Connecticut
$16.4M +$4.09M 1 0.16% Increased
92
Dorsal Capital Management
Dorsal Capital Management
California
$15.9M +$980K 1 2.85% Increased
93
ICOM
Investment Counselors of Maryland
Maryland
$15.3M -$482K 1 0.76% Reduced
94
AAP
Ardsley Advisory Partners
Connecticut
$15M +$7.85M 3 1.98% Increased
95
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$14.5M +$38K 1 0.75% Increased
96
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$14.5M -$17.8M 4 0.24% Reduced
97
Federated Hermes
Federated Hermes
Pennsylvania
$14.3M +$14.5M 3 0.05% Increased
98
HA
Heartland Advisors
Wisconsin
$14.2M +$10.3M 1 0.28% Increased
99
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$13.9M +$1.67M 1 0.04% Increased
100
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$13.3M -$1.69M 1 0.05% Reduced