← 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
EARNEST Partners
EARNEST Partners
Georgia
$53.1M +$6.28M 3 0.31% Increased
77
Swiss National Bank
Swiss National Bank
Switzerland
$52.6M -$5.57M 8 0.04% Reduced
78
Holocene Advisors
Holocene Advisors
New York
$52.4M +$9.15M 3 0.26% Increased
79
Silvercrest Asset Management
Silvercrest Asset Management
New York
$51.3M +$49.4M 5 0.39% Increased
80
Axa
Axa
France
$50.9M +$4.62M 1 0.17% Increased
81
NGM
North Growth Management
British Columbia, Canada
$49.6M -$820K 3 10.57% Reduced
82
Two Sigma Advisers
Two Sigma Advisers
New York
$49.2M +$23.5M 4 0.13% Increased
83
Frontier Capital Management
Frontier Capital Management
Massachusetts
$48.3M -$17.6M 2 0.5% Reduced
84
Emerald Advisers
Emerald Advisers
Pennsylvania
$48M -$11.3M 4 2.3% Reduced
85
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$47M -$4.8M 8 0.06% Reduced
86
Envestnet Asset Management
Envestnet Asset Management
Illinois
$47M +$16M 9 0.02% Increased
87
Point72 Asset Management
Point72 Asset Management
Connecticut
$46.9M +$9.06M 4 0.15% Increased
88
UBS Group
UBS Group
Switzerland
$46.7M +$1.09M 12 0.02% Increased
89
Legal & General Group
Legal & General Group
United Kingdom
$45.9M +$1.54M 8 0.02% Increased
90
Snyder Capital Management
Snyder Capital Management
California
$45.1M +$5.78M 1 0.96% Increased
91
VOYA Investment Management
VOYA Investment Management
Georgia
$44.4M -$2.7M 8 0.05% Reduced
92
DnB Asset Management
DnB Asset Management
Norway
$44.3M +$3.44M 1 0.28% Increased
93
Wells Fargo
Wells Fargo
California
$43.1M +$5.23M 11 0.01% Increased
94
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$42.4M +$2.28M 3 0.15% Increased
95
Kennedy Capital Management
Kennedy Capital Management
Missouri
$42.3M -$2.65M 6 1.24% Reduced
96
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$42M -$13.7M 3 0.24% Reduced
97
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.6M +$10.2M 2 0.3% Increased
98
Truist Financial
Truist Financial
North Carolina
$41.4M -$3.74M 5 0.07% Reduced
99
Capital International Investors
Capital International Investors
California
$40.8M +$1.49M 1 0.01% Increased
100
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.7M -$2.49M 9 0.02% Reduced