← 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
Brown Advisory
Brown Advisory
Maryland
$54.7M +$1.11M 2 0.11% Increased
77
Woodline Partners
Woodline Partners
California
$54.2M +$36M 4 0.76% Increased
78
Fisher Asset Management
Fisher Asset Management
Washington
$50.8M -$2.54M 2 0.04% Reduced
79
Swiss National Bank
Swiss National Bank
Switzerland
$50.8M +$1.8M 8 0.04% Increased
80
CCM
Cinctive Capital Management
New York
$50.6M -$1.99M 5 2.12% Reduced
81
PIM
Platinum Investment Management
Australia
$50.5M $0 1 2.11% Maintained
82
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$49.6M -$13.4M 2 0.36% Reduced
83
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$49.4M -$27M 3 3.55% Reduced
84
SM
Senvest Management
New York
$49.1M +$7.61M 1 2.05% Increased
85
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$47.2M +$4.82M 4 0.22% Increased
86
Emerald Advisers
Emerald Advisers
Pennsylvania
$47.1M -$2.8M 3 2.43% Reduced
87
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$47M +$35.8M 4 0.28% Increased
88
NGM
North Growth Management
British Columbia, Canada
$46.1M +$1.59M 3 11.5% Increased
89
Eagle Asset Management
Eagle Asset Management
Florida
$45.4M -$6.79M 3 0.3% Reduced
90
VOYA Investment Management
VOYA Investment Management
Georgia
$45M +$47.1M 8 0.05% Increased
91
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.2M +$2.39M 8 0.03% Increased
92
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$44.2M +$6.33M 9 0.06% Increased
93
UBS Group
UBS Group
Switzerland
$44M -$12.6M 10 0.02% Reduced
94
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$43.7M -$68M 6 0.37% Reduced
95
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$42.8M +$111K 7 0.14% Increased
96
Kennedy Capital Management
Kennedy Capital Management
Missouri
$40.8M +$4.65M 6 1.2% Increased
97
Legal & General Group
Legal & General Group
United Kingdom
$40M +$3.34M 8 0.02% Increased
98
Westwood Holdings Group
Westwood Holdings Group
Texas
$39.6M -$4.54M 1 0.47% Reduced
99
TimesSquare Capital Management
TimesSquare Capital Management
New York
$39M -$7.87M 1 0.54% Reduced
100
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38.8M +$9.32M 9 0.02% Increased