← 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
126
GW&K Investment Management
GW&K Investment Management
Massachusetts
$18.4M -$207K 1 0.3% Reduced
127
Artemis Investment Management
Artemis Investment Management
United Kingdom
$18.2M -$8.25M 2 0.25% Reduced
128
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$18.2M -$1.3M 2 0.3% Reduced
129
Lazard Asset Management
Lazard Asset Management
New York
$18.1M +$1.31M 3 0.03% Increased
130
Allianz Asset Management
Allianz Asset Management
Germany
$18.1M +$6.72M 5 0.02% Increased
131
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$17.9M +$17.1M 1 0.92% New
132
Legal & General Group
Legal & General Group
United Kingdom
$17.5M -$4.08M 9 0.01% Reduced
133
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.9M -$120K 9 0.01% Reduced
134
WBC
Westpac Banking Corp
Australia
$16.4M +$756K 1 0.32% Increased
135
Prudential Financial
Prudential Financial
New Jersey
$16.3M -$660K 6 0.02% Reduced
136
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$16.1M +$197K 3 0.05% Increased
137
Comerica Bank
Comerica Bank
Texas
$15.9M -$1.11M 6 0.11% Reduced
138
Alkeon Capital Management
Alkeon Capital Management
New York
$15.5M +$2.96M 1 0.07% Increased
139
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$15.4M -$473K 3 0.46% Reduced
140
Barclays
Barclays
United Kingdom
$15.1M -$3.66M 9 0.01% Reduced
141
PIMJS
PKO Investment Management Joint-Stock
Poland
$15M $0 1 3.13% Maintained
142
AIC
AWM Investment Company
New York
$14.8M +$197K 1 2.47% Increased
143
William Blair Investment Management
William Blair Investment Management
Illinois
$14.7M +$14.1M 1 0.05% New
144
ARM
Adirondack Research & Management
New York
$14.5M +$1.18M 3 5.66% Increased
145
ZDA
Zweig-DiMenna Associates
New York
$14.5M +$4.74M 2 0.89% Increased
146
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$14.4M +$251K 1 1.32% Increased
147
SG Americas Securities
SG Americas Securities
New York
$13.9M -$11.2M 6 0.13% Reduced
148
SEI Investments
SEI Investments
Pennsylvania
$13.9M +$1.45M 7 0.05% Increased
149
JCM
Janney Capital Management
Pennsylvania
$13.8M -$303K 2 0.61% Reduced
150
Gotham Asset Management
Gotham Asset Management
New York
$13.8M +$8.16M 2 0.2% Increased