← 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
Federated Hermes
Federated Hermes
Pennsylvania
$247M -$44.1M 7 0.4% Reduced
102
Rafferty Asset Management
Rafferty Asset Management
New York
$246M -$23.6M 5 1% Reduced
103
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$243M -$49.6M 4 3.33% Reduced
104
SRS Investment Management
SRS Investment Management
New York
$235M +$291M 1 2.48% Increased
105
EC
E20 Capital
$232M +$177M 4 21.77% Increased
106
Sachem Head Capital Management
Sachem Head Capital Management
New York
$230M -$148M 1 5.54% Reduced
107
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$229M +$19.2M 7 0.24% Increased
108
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$229M +$164M 4 0.33% Increased
109
Russell Investments Group
Russell Investments Group
United Kingdom
$227M +$29.9M 8 0.24% Increased
110
Westfield Capital Management
Westfield Capital Management
Massachusetts
$223M -$28.1M 4 0.94% Reduced
111
Prudential Financial
Prudential Financial
New Jersey
$222M -$7.38M 7 0.27% Reduced
112
Bridgewater Associates
Bridgewater Associates
Connecticut
$217M +$95.9M 6 0.97% Increased
113
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$211M -$170M 5 0.36% Reduced
114
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$210M +$53.7M 5 0.6% Increased
115
Acadian Asset Management
Acadian Asset Management
Massachusetts
$210M +$54.3M 7 0.3% Increased
116
Vanguard Asset Management
Vanguard Asset Management
$210M +$183M 7 0.18% New
117
Tidal Investments
Tidal Investments
Wisconsin
$208M +$99.6M 8 0.44% Increased
118
National Bank of Canada
National Bank of Canada
Quebec, Canada
$207M +$137M 6 0.19% Increased
119
LPL Financial
LPL Financial
California
$193M -$40.4M 10 0.05% Reduced
120
Pictet Asset Management
Pictet Asset Management
Switzerland
$187M +$142M 7 0.2% Increased
121
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$182M -$12.2M 8 0.25% Reduced
122
Penserra Capital Management
Penserra Capital Management
California
$182M +$3.44M 7 2.13% Increased
123
Allianz Asset Management
Allianz Asset Management
Germany
$181M +$17.7M 4 0.19% Increased
124
ClearBridge Investments
ClearBridge Investments
New York
$179M -$19M 2 0.16% Reduced
125
Envestnet Asset Management
Envestnet Asset Management
Illinois
$179M -$18.1M 8 0.05% Reduced