← 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
ClearBridge Investments
ClearBridge Investments
New York
$40M +$5.08M 1 0.04% Increased
127
Fred Alger Management
Fred Alger Management
New York
$39.5M +$50.3M 1 0.22% New
128
TimesSquare Capital Management
TimesSquare Capital Management
New York
$38.6M +$436K 2 0.62% Increased
129
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$38.2M -$18.1M 4 0.15% Reduced
130
Franklin Resources
Franklin Resources
California
$37.6M -$42.8M 6 0.01% Reduced
131
Driehaus Capital Management
Driehaus Capital Management
Illinois
$37M -$163M 1 0.36% Reduced
132
Channing Capital Management
Channing Capital Management
Illinois
$36.7M +$41.4M 1 1.11% Increased
133
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$36.3M -$114M 4 0.12% Reduced
134
Allianz Asset Management
Allianz Asset Management
Germany
$36M +$6M 4 0.05% Increased
135
AL
Arnhold LLC
New York
$35.6M +$11.1M 2 3.6% Increased
136
Frontier Capital Management
Frontier Capital Management
Massachusetts
$35.5M -$32.1M 3 0.39% Reduced
137
CF
Corebridge Financial
Texas
$35.5M -$1.56M 8 0.2% Reduced
138
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$34.3M -$1.44M 7 0.09% Reduced
139
Verition Fund Management
Verition Fund Management
Connecticut
$34M +$15.2M 7 0.16% Increased
140
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$33.8M -$80.9K 8 0.04% Reduced
141
LPL Financial
LPL Financial
California
$33.7M +$24.9M 9 0.01% Increased
142
AG
Avala Global
New York
$33.7M +$3.79M 1 2.3% Increased
143
Robeco Schweiz
Robeco Schweiz
Switzerland
$32.8M +$8.45M 1 0.81% Increased
144
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$32.4M +$30.5M 4 0.09% Increased
145
Penserra Capital Management
Penserra Capital Management
California
$32.2M +$8.54M 3 0.57% Increased
146
DnB Asset Management
DnB Asset Management
Norway
$31M -$15.5M 1 0.14% Reduced
147
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$30.8M +$11.6M 5 0.05% Increased
148
SI
Sora Investors
Pennsylvania
$30.7M +$14.7M 2 3.72% Increased
149
Artemis Investment Management
Artemis Investment Management
United Kingdom
$30.1M +$28.3M 1 0.46% Increased
150
Boothbay Fund Management
Boothbay Fund Management
New York
$29.7M -$4.32M 7 0.78% Reduced