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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
Truist Financial
Truist Financial
North Carolina
$51.7M +$24.4M 5 0.09% Increased
77
Swiss National Bank
Swiss National Bank
Switzerland
$50.5M +$1.4M 8 0.04% Increased
78
GF
Greenhouse Funds
Maryland
$49.7M +$8.46M 1 3.67% Increased
79
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$49.6M +$35.8M 3 0.15% Increased
80
Emerald Advisers
Emerald Advisers
Pennsylvania
$47.9M -$7.5M 3 2.32% Reduced
81
Clal Insurance
Clal Insurance
Israel
$47.3M -$33.9M 1 0.66% Reduced
82
NGM
North Growth Management
British Columbia, Canada
$46.9M +$2.06M 3 10.4% Increased
83
UBS Group
UBS Group
Switzerland
$45.2M -$31.2M 9 0.02% Reduced
84
Axa
Axa
France
$45.1M -$2.83M 1 0.16% Reduced
85
Pinnacle Associates
Pinnacle Associates
New York
$44.8M -$2.95M 3 0.83% Reduced
86
FFM
FengHe Fund Management
Singapore
$44.3M +$33.5M 1 10.51% Increased
87
Legal & General Group
Legal & General Group
United Kingdom
$43.6M -$93.7K 8 0.02% Reduced
88
Deutsche Bank
Deutsche Bank
Germany
$43.6M +$1.65M 9 0.03% Increased
89
Snyder Capital Management
Snyder Capital Management
California
$43.1M +$6.31M 1 0.97% Increased
90
Wells Fargo
Wells Fargo
California
$42.7M +$5.33M 11 0.01% Increased
91
Marshall Wace
Marshall Wace
United Kingdom
$40.7M +$19.9M 6 0.08% Increased
92
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$39.5M +$37.1M 5 0.13% New
93
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$39.4M -$13.4M 11 0.01% Reduced
94
Credit Suisse
Credit Suisse
Switzerland
$38.5M +$7.93M 9 0.04% Increased
95
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$38M -$5.49M 3 2.29% Reduced
96
ACM
Analog Century Management
New York
$37M +$4.98M 2 9.93% Increased
97
Penserra Capital Management
Penserra Capital Management
California
$36.7M -$12.6M 4 0.76% Reduced
98
Barclays
Barclays
United Kingdom
$34.7M +$6.3M 10 0.02% Increased
99
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$33.4M -$38.1M 1 0.24% Reduced
100
Capital International Investors
Capital International Investors
California
$33.3M +$2.41M 1 0.01% Increased