← 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
101
GW&K Investment Management
GW&K Investment Management
Massachusetts
$410M -$114M 6 3.2% Reduced
102
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$404M -$364M 4 1.23% Reduced
103
LPL Financial
LPL Financial
California
$398M +$96.2M 10 0.09% Increased
104
Tidal Investments
Tidal Investments
Wisconsin
$396M +$75.9M 8 0.69% Increased
105
Alyeska Investment Group
Alyeska Investment Group
Illinois
$385M +$275M 4 0.99% Increased
106
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$363M +$19.3M 6 0.54% Increased
107
Russell Investments Group
Russell Investments Group
United Kingdom
$352M +$12.3M 9 0.31% Increased
108
Vanguard Asset Management
Vanguard Asset Management
$350M +$39.6M 8 0.24% Increased
109
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$350M +$162M 7 0.19% Increased
110
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$350M -$81.9M 4 3.75% Reduced
111
AllianceBernstein
AllianceBernstein
Tennessee
$346M -$699M 9 0.11% Reduced
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$338M -$181M 8 0.26% Reduced
113
Envestnet Asset Management
Envestnet Asset Management
Illinois
$338M +$53.4M 8 0.08% Increased
114
Westfield Capital Management
Westfield Capital Management
Massachusetts
$334M -$80M 6 1.09% Reduced
115
ACM
Analog Century Management
New York
$333M -$169M 3 12.18% Reduced
116
Allspring Global Investments
Allspring Global Investments
North Carolina
$321M +$168M 7 0.49% Increased
117
Two Sigma Investments
Two Sigma Investments
New York
$321M -$190M 10 0.23% Reduced
118
Acadian Asset Management
Acadian Asset Management
Massachusetts
$320M +$25.1M 8 0.38% Increased
119
National Bank of Canada
National Bank of Canada
Quebec, Canada
$309M +$36.6M 9 0.22% Increased
120
Allianz Asset Management
Allianz Asset Management
Germany
$307M +$35.9M 6 0.25% Increased
121
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$295M +$130M 10 0.56% Increased
122
TD Asset Management
TD Asset Management
Ontario, Canada
$294M +$46.5M 5 0.25% Increased
123
Nomura Holdings
Nomura Holdings
Japan
$291M +$196M 9 0.34% Increased
124
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$275M -$508M 7 0.34% Reduced
125
Adage Capital Partners
Adage Capital Partners
Massachusetts
$274M +$89.4M 4 0.38% Increased