← 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
Clal Insurance
Clal Insurance
Israel
$39.3M -$5.55M 1 0.51% Reduced
102
Hood River Capital Management
Hood River Capital Management
Florida
$39.1M -$6.13M 2 1.07% Reduced
103
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$39M -$6.33M 12 0.01% Reduced
104
VOYA Investment Management
VOYA Investment Management
Georgia
$39M -$2.61M 8 0.04% Reduced
105
Penserra Capital Management
Penserra Capital Management
California
$38.9M -$523K 4 0.73% Reduced
106
Axa
Axa
France
$38M -$4.81M 1 0.12% Reduced
107
Squarepoint
Squarepoint
New York
$37.9M +$9.87M 7 0.07% Increased
108
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$37.8M -$25.5K 4 0.11% Reduced
109
UBS Group
UBS Group
Switzerland
$37.7M -$9.91M 11 0.01% Reduced
110
UBS AM
UBS AM
Illinois
$37.5M +$755K 8 0.01% Increased
111
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$35.2M +$20.3M 1 0.12% Increased
112
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.9M +$1.39M 11 0.01% Increased
113
Two Sigma Advisers
Two Sigma Advisers
New York
$34.8M +$1.75M 4 0.08% Increased
114
Boston Partners
Boston Partners
Massachusetts
$34.6M +$18.9M 2 0.05% Increased
115
Robeco Schweiz
Robeco Schweiz
Switzerland
$34.5M -$3.18M 1 0.58% Reduced
116
Kennedy Capital Management
Kennedy Capital Management
Missouri
$33.7M +$125K 6 0.74% Increased
117
AIG
American International Group
New York
$32.9M -$1.05M 8 0.14% Reduced
118
Giverny Capital
Giverny Capital
Quebec, Canada
$32.9M -$22M 2 1.54% Reduced
119
Marshall Wace
Marshall Wace
United Kingdom
$32.5M -$13.8M 7 0.06% Reduced
120
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$32M +$14.6M 2 0.16% Increased
121
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$31.7M +$15.8M 7 0.26% Increased
122
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$31.4M $0 1 0.27% Maintained
123
AL
Arnhold LLC
New York
$30.8M -$400K 2 3.44% Reduced
124
Fisher Asset Management
Fisher Asset Management
Washington
$30.6M -$3.89M 1 0.02% Reduced
125
Lazard Asset Management
Lazard Asset Management
New York
$30.5M +$1.7M 3 0.04% Increased