← 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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$31.2M -$3.89M 1 0.08% Reduced
102
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.8M -$21.7M 3 0.06% Reduced
103
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$29.5M +$10.4M 8 0.04% Increased
104
Aperio Group
Aperio Group
California
$29.5M -$2.01M 6 0.12% Reduced
105
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$29.5M -$51.6M 3 0.11% Reduced
106
American Century Companies
American Century Companies
Missouri
$29.3M +$10.2M 3 0.03% Increased
107
SCM
Shapiro Capital Management
Georgia
$29.2M -$44.9M 1 0.68% Reduced
108
Squarepoint
Squarepoint
New York
$29.2M +$5.55M 6 0.26% Increased
109
ECP
Elk Creek Partners
Colorado
$28.3M -$4.51M 2 2.43% Reduced
110
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$28.2M +$5.81M 6 0.57% Increased
111
BAMCO Inc
BAMCO Inc
New York
$28.1M -$46.4M 1 0.12% Reduced
112
Legal & General Group
Legal & General Group
United Kingdom
$27.5M -$647K 9 0.01% Reduced
113
SEI Investments
SEI Investments
Pennsylvania
$26.6M +$3.68M 7 0.07% Increased
114
Alphinity Investment Management
Alphinity Investment Management
Australia
$26.5M +$5.48M 1 3.06% Increased
115
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.1M +$4.86M 8 0.03% Increased
116
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$26M +$4.72M 1 0.2% Increased
117
DCM
Divisar Capital Management
California
$25.6M -$9.67M 3 8.5% Reduced
118
Panagora Asset Management
Panagora Asset Management
Massachusetts
$25.6M +$17.5M 4 0.12% Increased
119
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$25.5M +$4.1M 3 0.04% Increased
120
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$25.5M +$1.77M 8 0.05% Increased
121
PWLP
Prio Wealth Limited Partnership
Massachusetts
$25M +$220K 1 1.14% Increased
122
SGAM
Smith Group Asset Management
Texas
$24.7M +$26.4M 2 0.87% New
123
Mutual of America Capital Management
Mutual of America Capital Management
New York
$23.9M +$3.26M 6 0.33% Increased
124
South Texas Money Management
South Texas Money Management
Texas
$23.8M +$5.03M 1 1% Increased
125
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$23.7M -$4.55M 1 0.26% Reduced