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 |
Swiss National Bank
Zurich,
Switzerland
| $71.7M | +$5.12M | 7 | 0.04% | Increased |
|
| 77 |
UBS Group
Zurich,
Switzerland
| $71.1M | -$8.07M | 13 | 0.02% | Reduced |
|
| 78 |
SEI Investments
Oaks,
Pennsylvania
| $70.7M | +$8.52M | 6 | 0.14% | Increased |
|
| 79 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $69.8M | +$4.82M | 6 | 0.15% | Increased |
|
| 80 |
Marshall Wace
London,
United Kingdom
| $69.8M | +$43.4M | 7 | 0.13% | Increased |
|
| 81 |
IAM
Ion Asset Management
Herzliya,
Israel
| $69M | +$160M | 2 | 8.8% | Increased |
|
| 82 |
Woodline Partners
San Francisco,
California
| $69M | +$34.4M | 3 | 1.12% | Increased |
|
| 83 |
GW&K Investment Management
Boston,
Massachusetts
| $68.6M | +$7.33M | 1 | 0.61% | Increased |
|
| 84 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $68.5M | +$1.29M | 3 | 0.25% | Increased |
|
| 85 |
T. Rowe Price Associates
Baltimore,
Maryland
| $66.7M | +$16M | 8 | 0.01% | Increased |
|
| 86 |
EARNEST Partners
Atlanta,
Georgia
| $66.4M | +$56.7M | 2 | 0.39% | Increased |
|
| 87 |
MAG
Mass Ave Global
New York
| $66M | +$63M | 1 | 17.46% | New |
|
| 88 |
Credit Suisse
Zurich,
Switzerland
| $65.9M | +$10M | 8 | 0.06% | Increased |
|
| 89 |
GGHC
Gilder Gagnon Howe & Co
New York
| $63.6M | +$4.07M | 3 | 0.59% | Increased |
|
| 90 |
Weiss Multi-Strategy Advisers
New York
| $63.6M | +$34.6M | 4 | 1.47% | Increased |
|
| 91 |
Emerald Advisers
Leola,
Pennsylvania
| $62.4M | +$16M | 2 | 2.38% | Increased |
|
| 92 |
Kennedy Capital Management
St Louis,
Missouri
| $60.3M | +$1.78M | 6 | 1.43% | Increased |
|
| 93 |
Jennison Associates
New York
| $59.8M | -$17.2M | 2 | 0.04% | Reduced |
|
| 94 |
GF
Greenhouse Funds
Baltimore,
Maryland
| $59M | +$2.46M | 1 | 5.96% | Increased |
|
| 95 |
Wells Fargo
San Francisco,
California
| $57.9M | -$5.85M | 12 | 0.01% | Reduced |
|
| 96 |
Franklin Resources
San Mateo,
California
| $57.6M | -$29.1M | 5 | 0.02% | Reduced |
|
| 97 |
Lazard Asset Management
New York
| $56.8M | -$3.22M | 5 | 0.07% | Reduced |
|
| 98 |
Mariner
Overland Park,
Kansas
| $56.5M | -$1.64M | 4 | 0.21% | Reduced |
|
| 99 |
SM
Senvest Management
New York
| $55.1M | +$12.6M | 1 | 1.58% | Increased |
|
| 100 |
Vaughan Nelson Investment Management
Houston,
Texas
| $54.6M | +$2.43M | 1 | 0.62% | Increased |
|