← 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
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$75.4M +$43.6M 1 0.4% Increased
77
Voloridge Investment Management
Voloridge Investment Management
Florida
$73.9M -$18.8M 4 0.27% Reduced
78
DCM
Divisar Capital Management
California
$70.8M +$7.51M 3 13.6% Increased
79
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$68.8M +$16.8M 6 1.17% Increased
80
Select Equity Group
Select Equity Group
New York
$68.4M -$35.9M 2 0.24% Reduced
81
Pinnacle Associates
Pinnacle Associates
New York
$62.6M -$6.79M 3 0.99% Reduced
82
Amundi
Amundi
France
$62.5M -$24.3M 4 0.03% Reduced
83
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$62.3M +$13.7M 4 3.24% Increased
84
Swiss National Bank
Swiss National Bank
Switzerland
$60.2M +$1.99M 9 0.04% Increased
85
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$58.6M +$1.71M 8 0.08% Increased
86
Capital World Investors
Capital World Investors
California
$58.4M -$123M 1 0.01% Reduced
87
NGM
North Growth Management
British Columbia, Canada
$57.5M -$1.66M 3 10.98% Reduced
88
Deutsche Bank
Deutsche Bank
Germany
$57.5M -$3.86M 10 0.03% Reduced
89
UBS Group
UBS Group
Switzerland
$56.3M +$15.8M 11 0.01% Increased
90
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$55.6M -$17.8M 4 0.21% Reduced
91
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$54.2M +$49M 1 1.45% New
92
Envestnet Asset Management
Envestnet Asset Management
Illinois
$54.2M -$14.3M 8 0.02% Reduced
93
GF
Greenhouse Funds
Maryland
$53.1M -$2.61M 1 3.21% Reduced
94
ACM
Analog Century Management
New York
$52.8M +$4.99M 2 7.36% Increased
95
Legal & General Group
Legal & General Group
United Kingdom
$52.4M -$1.47M 9 0.01% Reduced
96
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$51.6M -$37.7M 5 2.47% Reduced
97
TimesSquare Capital Management
TimesSquare Capital Management
New York
$51.5M +$23M 2 0.75% Increased
98
Holocene Advisors
Holocene Advisors
New York
$51.1M +$42.6M 3 0.19% Increased
99
Penserra Capital Management
Penserra Capital Management
California
$50.6M +$5.97M 5 0.64% Increased
100
Truist Financial
Truist Financial
North Carolina
$50.6M -$26.9M 5 0.08% Reduced