← 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
TimesSquare Capital Management
TimesSquare Capital Management
New York
$56M -$25.5M 2 0.82% Reduced
127
Freestone Grove Partners
Freestone Grove Partners
California
$54.8M +$56.2M 2 0.67% New
128
ClearBridge Investments
ClearBridge Investments
New York
$52.6M +$19.8M 1 0.04% Increased
129
Lazard Asset Management
Lazard Asset Management
New York
$52.2M -$19.3M 5 0.08% Reduced
130
CF
Corebridge Financial
Texas
$52M -$1.68M 9 0.28% Reduced
131
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$52M -$41.7M 1 0.52% Reduced
132
TCP
ThornTree Capital Partners
Massachusetts
$51.9M +$838K 1 6.74% Increased
133
Nomura Holdings
Nomura Holdings
Japan
$50.7M +$22.2M 5 0.07% Increased
134
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$49.2M +$1.05M 6 0.13% Increased
135
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$48.9M -$500K 9 0.06% Reduced
136
Allianz Asset Management
Allianz Asset Management
Germany
$47.9M +$42.5M 3 0.06% Increased
137
Maverick Capital
Maverick Capital
Texas
$47.7M -$8.7M 2 0.86% Reduced
138
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$46.5M -$7.75M 2 0.15% Reduced
139
Sterling Capital Management
Sterling Capital Management
North Carolina
$46.3M -$4.36M 10 0.63% Reduced
140
Boothbay Fund Management
Boothbay Fund Management
New York
$46.2M +$4.24M 8 1.14% Increased
141
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$46.1M +$16.1M 6 0.06% Increased
142
Folketrygdfondet
Folketrygdfondet
Norway
$45.4M -$9.39M 1 1.02% Reduced
143
KI
Keystone Investors
Singapore
$45.3M +$38.4M 1 3.17% New
144
Panagora Asset Management
Panagora Asset Management
Massachusetts
$45.2M +$1.65M 3 0.21% Increased
145
Renaissance Technologies
Renaissance Technologies
New York
$44.8M +$28M 5 0.07% Increased
146
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$44.4M +$29.3M 8 0.3% Increased
147
ECP
Elemental Capital Partners
California
$43.2M +$31.9M 1 40.43% New
148
DnB Asset Management
DnB Asset Management
Norway
$42.6M +$2.13M 2 0.18% Increased
149
NCGI
Next Century Growth Investors
Minnesota
$42.3M +$289K 3 3.17% Increased
150
AG
Avala Global
New York
$41.3M +$38.3M 1 2.57% New