← 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	WPC Waters Parkerson & Co New Orleans, Louisiana	$40.8M	-$332K	1	2.15%	Reduced
152	Axa Paris, France	$40.7M	-$3.89M	1	0.12%	Reduced
153	Walleye Capital New York	$40.6M	+$5.73M	8	0.1%	Increased
154	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$38.9M	+$21.8M	5	0.04%	Increased
155	AQR Arbitrage Greenwich, Connecticut	$38.7M	+$423K	2	0.85%	Increased
156	RB Rodgers Brothers Harmony, Pennsylvania	$38M	-$135K	1	4.96%	Reduced
157	Bank of Montreal Toronto, Ontario, Canada	$38M	-$8.26M	7	0.02%	Reduced
158	AL Arnhold LLC New York	$38M	-$11.5M	2	3.74%	Reduced
159	Comerica Bank Dallas, Texas	$37.7M	-$14.1M	7	0.15%	Reduced
160	Polar Asset Management Partners Toronto, Ontario, Canada	$37.4M	-$6.59M	2	0.44%	Reduced
161	PAM PSquared Asset Management Zurich, Switzerland	$36.8M	+$21.2M	1	16.81%	Increased
162	Thornburg Investment Management Santa Fe, New Mexico	$36.6M	-$5.29M	3	0.48%	Reduced
163	SC Shellback Capital Boston, Massachusetts	$36.2M	-$17.8M	2	2.5%	Reduced
164	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$36.2M	-$19.7M	1	2.04%	Reduced
165	Assenagon Asset Management Senningerberg, Luxembourg	$35.9M	+$9.96M	4	0.06%	Increased
166	State Board of Administration of Florida Retirement System Tallahassee, Florida	$35.6M	+$1.71M	8	0.07%	Increased
167	Robeco Schweiz Zurich, Switzerland	$35M	-$33.2M	1	0.75%	Reduced
168	VOYA Investment Management Atlanta, Georgia	$34.9M	-$2.86M	9	0.04%	Reduced
169	Mirae Asset Global Investments Seoul, South Korea	$34.7M	-$14.4K	3	0.14%	Reduced
170	Adage Capital Partners Boston, Massachusetts	$34.4M	-$10.7M	2	0.06%	Reduced
171	Squarepoint New York	$34M	+$9.32M	7	0.03%	Increased
172	SC Styrax Capital New York	$33.8M	+$35.7M	1	2.86%	New
173	New York State Teachers Retirement System (NYSTRS) Albany, New York	$33.7M	-$75.1K	4	0.07%	Reduced
174	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$33.6M	-$158K	1	4.43%	Reduced
175	Verition Fund Management Greenwich, Connecticut	$33M	-$7.17M	7	0.13%	Reduced