← 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
151
LPL Financial
LPL Financial
California
$25.7M +$4.16M 6 0.03% Increased
152
Allianz Asset Management
Allianz Asset Management
Germany
$25.5M +$11.6M 2 0.02% Increased
153
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$25.1M +$149K 5 0.27% Increased
154
Comerica Bank
Comerica Bank
Texas
$25M +$3.05M 6 0.15% Increased
155
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$24.5M +$1.53M 7 0.05% Increased
156
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$23.8M +$23M 1 0.28% New
157
ACM
Analog Century Management
New York
$23.7M -$7.56M 2 9.52% Reduced
158
Ariel Investments
Ariel Investments
Illinois
$23.7M -$17.4M 1 0.22% Reduced
159
Granahan Investment Management
Granahan Investment Management
Massachusetts
$23.6M +$6M 2 0.44% Increased
160
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.5M +$2.64M 7 0.01% Increased
161
Rafferty Asset Management
Rafferty Asset Management
New York
$23.3M +$22M 3 0.15% Increased
162
RB
Rodgers Brothers
Pennsylvania
$23.3M +$1.65M 1 4.46% Increased
163
NPIC
Neumeier Poma Investment Counsel
California
$22.8M +$2.1M 1 1.33% Increased
164
STRS Ohio
STRS Ohio
Ohio
$22.5M +$8.69M 6 0.08% Increased
165
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$22.3M -$19.1M 4 0.49% Reduced
166
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$21.7M -$16.4M 4 0.07% Reduced
167
Aviva
Aviva
United Kingdom
$21.7M +$1.18M 2 0.1% Increased
168
MAP
Managed Asset Portfolios
Michigan
$21.4M -$1.88M 1 3.18% Reduced
169
Panagora Asset Management
Panagora Asset Management
Massachusetts
$21.3M -$653K 4 0.11% Reduced
170
Raymond James & Associates
Raymond James & Associates
Florida
$21.1M -$1.31M 6 0.02% Reduced
171
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.8M +$17.4M 5 0.05% Increased
172
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$20.7M -$4.26M 4 0.38% Reduced
173
Primecap Management
Primecap Management
California
$20.2M -$1.76M 3 0.01% Reduced
174
AIC
AWM Investment Company
New York
$19.6M $0 1 1.94% Maintained
175
Amalgamated Bank
Amalgamated Bank
New York
$19.2M +$15.3M 6 0.15% Increased
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