← 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
Legal & General Group
Legal & General Group
United Kingdom
$53.9M +$757K 8 0.02% Increased
102
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$53.8M +$3.72M 2 0.58% Increased
103
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$53.8M -$38.7M 2 0.32% Reduced
104
SP
Summit Partners
Massachusetts
$53.3M $0 1 2.37% Maintained
105
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$52.3M +$3.68M 2 2.31% Increased
106
SIM
Sadoff Investment Management
Wisconsin
$51.7M -$465K 1 3.28% Reduced
107
TimesSquare Capital Management
TimesSquare Capital Management
New York
$51.6M +$14M 1 0.58% Increased
108
CMG
Cavalry Management Group
California
$51.4M +$8.65M 2 3.92% Increased
109
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$49.5M +$30.1M 8 0.63% Increased
110
California Public Employees Retirement System
California Public Employees Retirement System
California
$49M -$2.98M 3 0.04% Reduced
111
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$48.5M +$37.3M 7 0.44% Increased
112
Capital International Investors
Capital International Investors
California
$48.5M +$2.23M 1 0.01% Increased
113
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$48.2M -$259K 4 0.47% Reduced
114
AIG
American International Group
New York
$48M -$204K 8 0.26% Reduced
115
Needham Investment Management
Needham Investment Management
New York
$47.5M -$11.8M 4 6.87% Reduced
116
ARGA Investment Management
ARGA Investment Management
Connecticut
$46.4M +$12.2M 1 2.54% Increased
117
Snyder Capital Management
Snyder Capital Management
California
$45.5M +$8.8M 1 1.16% Increased
118
Giverny Capital
Giverny Capital
Quebec, Canada
$44.3M +$20.6M 2 2.5% Increased
119
UBS AM
UBS AM
Illinois
$44.1M -$84.7M 7 0.02% Reduced
120
Swedbank
Swedbank
Sweden
$43.9M -$24.5M 1 0.08% Reduced
121
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$43.2M -$3.4M 3 0.71% Reduced
122
Fred Alger Management
Fred Alger Management
New York
$41.6M +$39M 1 0.13% New
123
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$41.5M +$907K 1 0.61% Increased
124
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.5M +$10.9M 9 0.02% Increased
125
Westwood Holdings Group
Westwood Holdings Group
Texas
$41.4M +$2.75M 1 0.38% Increased