← 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
PHK
Point72 Hong Kong
Hong Kong
$63M -$15.7M 4 2.89% Reduced
152
AG
Avala Global
New York
$62.9M +$2.16M 1 2.6% Increased
153
Acadian Asset Management
Acadian Asset Management
Massachusetts
$62.7M +$8.19M 4 0.11% Increased
154
FC
Foursixthree Capital
New York
$62.3M +$13.6M 2 17.14% Increased
155
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$62M +$15.8M 3 0.7% Increased
156
CI Investments Inc
CI Investments Inc
Ontario, Canada
$61.4M +$31.7M 4 0.22% Increased
157
Boothbay Fund Management
Boothbay Fund Management
New York
$61.4M +$2.27M 7 0.89% Increased
158
Congress Asset Management
Congress Asset Management
Massachusetts
$61.2M +$46.7M 2 0.41% Increased
159
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$61M -$58.5M 3 0.11% Reduced
160
Stifel Financial
Stifel Financial
Missouri
$60.9M +$2.6M 8 0.06% Increased
161
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$60.1M +$3.09M 4 0.16% Increased
162
Algert Global
Algert Global
California
$59.6M +$12.5M 6 1% Increased
163
Lazard Asset Management
Lazard Asset Management
New York
$58.8M -$18M 6 0.08% Reduced
164
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$57M -$3.23M 5 0.09% Reduced
165
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$55.6M -$249K 6 0.2% Reduced
166
Renaissance Technologies
Renaissance Technologies
New York
$55.2M +$40.9M 4 0.07% Increased
167
Nomura Holdings
Nomura Holdings
Japan
$55M +$30.3M 4 0.09% Increased
168
Braun Stacey Associates
Braun Stacey Associates
New York
$54.7M +$6.5M 2 1.79% Increased
169
Allianz Asset Management
Allianz Asset Management
Germany
$54.5M +$8.89M 4 0.06% Increased
170
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$51.9M -$2.24M 6 0.09% Reduced
171
Artemis Investment Management
Artemis Investment Management
United Kingdom
$51.6M +$21.6M 1 0.64% Increased
172
Geneva Capital Management
Geneva Capital Management
Wisconsin
$51.6M +$31.9M 1 0.88% Increased
173
Woodline Partners
Woodline Partners
California
$51M -$28M 3 0.24% Reduced
174
Squarepoint
Squarepoint
New York
$50M -$36.7M 8 0.05% Reduced
175
STRS Ohio
STRS Ohio
Ohio
$49.6M -$11.9M 6 0.18% Reduced