← 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
GW&K Investment Management
GW&K Investment Management
Massachusetts
$33.7M -$4.6M 1 0.66% Reduced
77
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$33M -$5.83M 4 0.64% Reduced
78
Two Sigma Advisers
Two Sigma Advisers
New York
$32.4M +$2.52M 5 0.12% Increased
79
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$30.7M +$17.2M 3 0.3% Increased
80
Masters Capital Management
Masters Capital Management
Georgia
$29.8M -$3.41M 2 0.65% Reduced
81
CRCP
Copper Rock Capital Partners
Massachusetts
$29.3M -$238K 1 1.87% Reduced
82
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$28.7M +$3.76M 8 0.04% Increased
83
Hood River Capital Management
Hood River Capital Management
Florida
$28.3M -$8.68M 2 2.47% Reduced
84
Two Sigma Investments
Two Sigma Investments
New York
$28.2M +$3.74M 8 0.11% Increased
85
D.E. Shaw & Co
D.E. Shaw & Co
New York
$28M -$8.76M 6 0.05% Reduced
86
Macquarie Group
Macquarie Group
Australia
$27.9M +$9.67M 3 0.05% Increased
87
Eagle Asset Management
Eagle Asset Management
Florida
$27.8M +$3.7M 1 0.18% Increased
88
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.3M +$2.6M 5 0.12% Increased
89
BlackRock Group
BlackRock Group
United Kingdom
$26.3M +$2.85M 8 0.01% Increased
90
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$26.3M -$41.1K 1 2.62% Reduced
91
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$26.3M +$398K 1 0.68% Increased
92
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$24.8M +$3.97M 1 0.32% Increased
93
Allianz Asset Management
Allianz Asset Management
Germany
$24.7M -$7.79M 3 0.02% Reduced
94
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.2M +$5.18M 9 0.03% Increased
95
California Public Employees Retirement System
California Public Employees Retirement System
California
$24.1M -$2.67M 7 0.04% Reduced
96
NFA
Nationwide Fund Advisors
Ohio
$23.7M +$1.29M 9 0.1% Increased
97
Sterling Capital Management
Sterling Capital Management
North Carolina
$23.3M -$47.5M 1 0.21% Reduced
98
Federated Hermes
Federated Hermes
Pennsylvania
$23.1M -$11.9M 7 0.07% Reduced
99
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$23M -$596K 8 0.05% Reduced
100
TCM
Trafelet Capital Management
New York
$22.9M -$1.23M 1 16.05% Reduced