← 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$29M -$1.83M 3 0.23% Reduced
127
LPL Financial
LPL Financial
California
$28.9M +$1.16M 6 0.03% Increased
128
MAG
Mass Ave Global
New York
$28.9M -$1.41M 1 7.16% Reduced
129
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$28.8M +$4.17K 7 0.16% Increased
130
Needham Investment Management
Needham Investment Management
New York
$28.7M -$5.2M 4 5.61% Reduced
131
Lazard Asset Management
Lazard Asset Management
New York
$28.3M -$7.57M 4 0.04% Reduced
132
CMG
Cavalry Management Group
California
$28M -$25.4M 3 3.53% Reduced
133
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$27.5M -$324K 2 0.89% Reduced
134
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.4M -$78.7M 7 0.01% Reduced
135
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$27.2M +$1.23M 8 0.05% Increased
136
BCA
Bernzott Capital Advisors
California
$27M -$4.92M 1 3.73% Reduced
137
Todd Asset Management
Todd Asset Management
Kentucky
$26.6M +$7.65M 1 0.74% Increased
138
Artemis Investment Management
Artemis Investment Management
United Kingdom
$26.2M +$45.5K 1 0.3% Increased
139
Stonegate Investment Group
Stonegate Investment Group
Alabama
$25.6M +$203K 1 1.18% Increased
140
Mutual of America Capital Management
Mutual of America Capital Management
New York
$25.4M +$1.94M 6 0.34% Increased
141
Scout Investments
Scout Investments
Missouri
$24.7M -$499K 3 0.51% Reduced
142
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.6M +$499K 12 0.01% Increased
143
Optiver Holding
Optiver Holding
Netherlands
$24.2M -$24.4M 1 0.02% Reduced
144
AL
Arnhold LLC
New York
$23.9M +$2.46M 2 3.21% Increased
145
Royce & Associates
Royce & Associates
New York
$23.9M -$705K 5 0.27% Reduced
146
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$23.1M +$724K 5 0.06% Increased
147
ACM
AIGH Capital Management
Maryland
$22.7M $0 1 7.07% Maintained
148
Balyasny Asset Management
Balyasny Asset Management
Illinois
$22.7M +$6.79M 4 0.07% Increased
149
ARGA Investment Management
ARGA Investment Management
Connecticut
$22.7M +$490K 1 1.23% Increased
150
LI
Leeward Investments
Massachusetts
$22.6M +$4.99M 2 1.07% Increased