← 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	CAM Cortina Asset Management Milwaukee, Wisconsin	$26.1M	+$5.33M	2	1.15%	Increased
77	CAM Chou Associates Management Toronto, Ontario, Canada	$25.7M	$0	1	7.85%	Maintained
78	Parametric Portfolio Associates Seattle, Washington	$25.6M	+$933K	7	0.05%	Increased
79	Susquehanna International Group Bala Cynwyd, Pennsylvania	$24.5M	-$21.4M	7	0.01%	Reduced
80	Federated Hermes Pittsburgh, Pennsylvania	$24.4M	+$3.61M	5	0.07%	Increased
81	Barclays London, United Kingdom	$24.2M	-$3.31M	8	0.03%	Reduced
82	PC Pier Capital Stamford, Connecticut	$23.8M	+$15.8M	3	3.43%	Increased
83	Brown Advisory Baltimore, Maryland	$23.4M	+$13.6M	1	0.08%	Increased
84	State of New Jersey Common Pension Fund D Trenton, New Jersey	$23.3M	$0	4	0.09%	Maintained
85	LCP Lombardia Capital Partners Pasadena, California	$23.2M	+$913K	1	0.79%	Increased
86	Kornitzer Capital Management Shawnee Mission, Kansas	$22.9M	-$36.8M	1	0.31%	Reduced
87	Gotham Asset Management New York	$22.4M	+$21.8M	4	0.19%	Increased
88	California Public Employees Retirement System Sacramento, California	$22.1M	-$29.7M	7	0.03%	Reduced
89	FMA Fiduciary Management Associates Chicago, Illinois	$21.9M	+$21.2M	1	1.28%	New
90	MFAM Motley Fool Asset Management Alexandria, Virginia	$21.8M	$0	1	3.88%	Maintained
91	Lazard Asset Management New York	$21.7M	-$607K	1	0.05%	Reduced
92	Amundi Asset Management US Boston, Massachusetts	$21.6M	+$20.9M	1	0.08%	New
93	ICOM Investment Counselors of Maryland Baltimore, Maryland	$21.2M	-$5.71M	1	0.98%	Reduced
94	D.E. Shaw & Co New York	$21.1M	+$2.19M	7	0.03%	Increased
95	Waddell & Reed Financial Overland Park, Kansas	$20.6M	+$21.9M	1	0.03%	New
96	Third Point New York	$20.6M	+$21.9M	1	0.19%	New
97	Principal Financial Group Des Moines, Iowa	$20.1M	+$519K	4	0.03%	Increased
98	Alyeska Investment Group Chicago, Illinois	$19.7M	-$44.7M	3	0.22%	Reduced
99	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$19.3M	+$2.5M	1	0.24%	Increased
100	Castleark Management Chicago, Illinois	$19.3M	+$6.29M	2	0.52%	Increased