← 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
Dodge & Cox
Dodge & Cox
California
$124M -$11.2M 1 0.07% Reduced
127
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$124M +$23.1M 5 0.34% Increased
128
Oaktree Capital Management
Oaktree Capital Management
California
$121M $0 1 1.73% Maintained
129
NGM
North Growth Management
British Columbia, Canada
$119M -$38M 3 18.69% Reduced
130
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$119M -$35.2M 4 0.14% Reduced
131
HSBC Holdings
HSBC Holdings
United Kingdom
$119M +$70.8M 6 0.06% Increased
132
AIM
Anatole Investment Management
Hong Kong
$117M -$4.29M 1 19.56% Reduced
133
Bridgewater Associates
Bridgewater Associates
Connecticut
$116M +$13.9M 5 0.42% Increased
134
TD Asset Management
TD Asset Management
Ontario, Canada
$115M +$14.2M 5 0.09% Increased
135
Bessemer Group
Bessemer Group
New Jersey
$115M +$89.1M 6 0.18% Increased
136
Allianz Asset Management
Allianz Asset Management
Germany
$115M +$25M 4 0.12% Increased
137
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$114M +$98.6M 4 0.07% Increased
138
Nomura Holdings
Nomura Holdings
Japan
$112M +$13.3M 7 0.15% Increased
139
TCG
Tremblant Capital Group
Florida
$110M +$76.6M 1 2.81% New
140
Pinnacle Associates
Pinnacle Associates
New York
$107M -$26.4M 3 1.37% Reduced
141
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$105M +$26.9M 1 1.52% Increased
142
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$102M -$44.5M 2 4.81% Reduced
143
Jennison Associates
Jennison Associates
New York
$101M -$36.5M 3 0.06% Reduced
144
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$100M +$9.01M 5 0.16% Increased
145
Acadian Asset Management
Acadian Asset Management
Massachusetts
$96.9M +$7.14M 5 0.16% Increased
146
AHT
Amanah Holdings Trust
$96.5M +$73.5M 2 14.14% New
147
KI
Keystone Investors
Singapore
$95.3M +$9.24M 3 8.56% Increased
148
Folketrygdfondet
Folketrygdfondet
Norway
$94.8M -$16.9M 1 2.21% Reduced
149
CI Investments Inc
CI Investments Inc
Ontario, Canada
$94.2M +$3.09M 3 0.41% Increased
150
AL
Arnhold LLC
New York
$93.7M -$32.1M 2 7.1% Reduced