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 |
DG
DigitalBridge Group
Boca Raton,
Florida
| $50.2M | +$6.99M | 2 | 4.42% | Increased |
|
| 102 |
Barclays
London,
United Kingdom
| $49.7M | -$34.3M | 10 | 0.02% | Reduced |
|
| 103 |
Stephens Investment Management Group
Houston,
Texas
| $47.6M | +$44M | 1 | 0.63% | New |
|
| 104 |
Wells Fargo
San Francisco,
California
| $47.6M | -$6.53M | 11 | 0.01% | Reduced |
|
| 105 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $46.4M | +$2.07M | 1 | 0.58% | Increased |
|
| 106 |
Two Sigma Investments
New York
| $44.5M | -$10.3M | 7 | 0.1% | Reduced |
|
| 107 |
Folketrygdfondet
Oslo Norway,
Norway
| $43.7M | -$23.5M | 1 | 0.95% | Reduced |
|
| 108 |
UBS AM
Chicago,
Illinois
| $43.6M | +$1.41M | 8 | 0.02% | Increased |
|
| 109 |
Clal Insurance
Tel-Aviv,
Israel
| $43.2M | $0 | 1 | 0.49% | Maintained |
|
| 110 |
Squarepoint
New York
| $43.2M | +$2.34M | 7 | 0.07% | Increased |
|
| 111 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $41.9M | +$327K | 4 | 0.11% | Increased |
|
| 112 |
Woodline Partners
San Francisco,
California
| $41.5M | -$41.5M | 3 | 0.38% | Reduced |
|
| 113 |
Credit Suisse
Zurich,
Switzerland
| $40.6M | -$2.78M | 10 | 0.04% | Reduced |
|
| 114 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| $40.3M | +$517K | 3 | 0.1% | Increased |
|
| 115 |
Robeco Schweiz
Zurich,
Switzerland
| $39.9M | +$9.4M | 1 | 0.7% | Increased |
|
| 116 |
Renaissance Technologies
New York
| $39.8M | -$4.17M | 6 | 0.06% | Reduced |
|
| 117 |
Kennedy Capital Management
St Louis,
Missouri
| $38.6M | +$2.47M | 6 | 0.8% | Increased |
|
| 118 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $38.6M | +$265K | 2 | 0.12% | Increased |
|
| 119 |
Scout Investments
Kansas City,
Missouri
| $38.1M | +$11.3M | 3 | 0.94% | Increased |
|
| 120 |
Segall Bryant & Hamill
Chicago,
Illinois
| $36.9M | -$12.5M | 3 | 0.69% | Reduced |
|
| 121 |
AMF Tjänstepension
Stockholm,
Sweden
| $36.3M | +$8.65M | 1 | 0.28% | Increased |
|
| 122 |
AIG
American International Group
New York
| $36.2M | -$598K | 8 | 0.13% | Reduced |
|
| 123 |
PHK
Point72 Hong Kong
Hong Kong
| $35.6M | +$22.9M | 5 | 1.77% | Increased |
|
| 124 |
Jane Street
New York
| $35.1M | -$31M | 10 | 0.01% | Reduced |
|
| 125 |
Comerica Bank
Dallas,
Texas
| $34.2M | +$10.5M | 6 | 0.15% | Increased |
|