← 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
Becker Capital Management
Becker Capital Management
Oregon
$36.6M +$305K 1 1.21% Increased
77
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$36.5M -$12.6M 2 0.11% Reduced
78
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$36M +$824K 3 1.41% Increased
79
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$35.9M +$3.24M 2 0.3% Increased
80
CRCP
Copper Rock Capital Partners
Massachusetts
$34.9M +$2.1M 1 2.08% Increased
81
Silvercrest Asset Management
Silvercrest Asset Management
New York
$34.3M +$988K 1 0.33% Increased
82
Polar Capital
Polar Capital
United Kingdom
$33M +$3.98M 2 0.33% Increased
83
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$32.8M +$33.5M 1 0.77% Increased
84
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$32.5M -$38.9M 2 0.07% Reduced
85
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$32.2M +$1.32M 1 0.98% Increased
86
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$32.1M -$8.94M 1 2.99% Reduced
87
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$30M +$8.77M 1 0.07% Increased
88
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$29.9M -$775K 6 0.01% Reduced
89
California Public Employees Retirement System
California Public Employees Retirement System
California
$29.4M -$307K 8 0.04% Reduced
90
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$29.1M -$397K 1 0.32% Reduced
91
RB
Rodgers Brothers
Pennsylvania
$28.8M +$208K 1 9.4% Increased
92
Credit Suisse
Credit Suisse
Switzerland
$28.7M +$4.04M 9 0.03% Increased
93
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$28.6M +$301K 8 0.06% Increased
94
Artemis Investment Management
Artemis Investment Management
United Kingdom
$28.1M -$21.3M 3 0.43% Reduced
95
UBS Group
UBS Group
Switzerland
$28.1M -$579K 9 0.01% Reduced
96
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$27.8M +$25.5M 4 0.19% Increased
97
Alyeska Investment Group
Alyeska Investment Group
Illinois
$27.6M +$588K 4 0.23% Increased
98
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$27.6M +$5.56M 1 1.28% Increased
99
Robeco Schweiz
Robeco Schweiz
Switzerland
$27M +$15.2M 1 1.25% Increased
100
Masters Capital Management
Masters Capital Management
Georgia
$26.6M +$6.88M 2 0.58% Increased