← 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
SI
Sora Investors
Pennsylvania
$32.2M -$7.24M 4 5.62% Reduced
152
ClearBridge Investments
ClearBridge Investments
New York
$31.8M +$13.9M 1 0.03% Increased
153
MPMG
Minneapolis Portfolio Management Group
Minnesota
$31.7M -$696K 1 4.1% Reduced
154
VARA
Value Aligned Research Advisors
New Jersey
$31.3M +$205K 1 8.12% Increased
155
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$30.8M +$8.48M 2 0.14% Increased
156
Walleye Capital
Walleye Capital
New York
$30.6M +$11.8M 7 0.06% Increased
157
Verition Fund Management
Verition Fund Management
Connecticut
$30.1M -$18.9M 6 0.15% Reduced
158
Primecap Management
Primecap Management
California
$29.4M -$2.95M 2 0.02% Reduced
159
Truist Financial
Truist Financial
North Carolina
$29.2M -$34.1M 5 0.05% Reduced
160
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$28.8M +$1.35M 3 0.04% Increased
161
Boothbay Fund Management
Boothbay Fund Management
New York
$28.8M +$3.03M 6 0.66% Increased
162
DnB Asset Management
DnB Asset Management
Norway
$28.7M +$1.15M 1 0.13% Increased
163
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$27.7M -$1.73M 4 0.06% Reduced
164
Guggenheim Capital
Guggenheim Capital
Illinois
$27.7M -$1.28M 8 0.19% Reduced
165
VOYA Investment Management
VOYA Investment Management
Georgia
$27.5M +$16.3M 8 0.03% Increased
166
Woodline Partners
Woodline Partners
California
$27M -$45.6M 2 0.23% Reduced
167
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$26.8M -$1.36M 8 0.05% Reduced
168
Kennedy Capital Management
Kennedy Capital Management
Missouri
$26.3M -$12M 6 0.58% Reduced
169
IECM
Intrinsic Edge Capital Management
Illinois
$26M +$20.9M 2 3.14% New
170
Raymond James & Associates
Raymond James & Associates
Florida
$25.5M -$1.65M 8 0.02% Reduced
171
FSCM
Front Street Capital Management
Montana
$25.5M -$248K 3 4.12% Reduced
172
SFM
Systematic Financial Management
New Jersey
$25.4M -$69.5K 2 0.65% Reduced
173
PI
Point72 Italy
Italy
$25.1M +$21.1M 1 8.22% New
174
Natixis Advisors
Natixis Advisors
Massachusetts
$25M +$7.99M 5 0.05% Increased
175
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$25M +$1.35M 5 0.09% Increased