← 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
176
PVH
Psagot Value Holdings
Israel
$14.3M +$189K 1 0.36% Increased
177
Two Sigma Investments
Two Sigma Investments
New York
$14.2M -$18.2M 4 0.05% Reduced
178
Reinhart Partners
Reinhart Partners
Wisconsin
$14.2M +$15.6M 1 1.06% New
179
FC
Fairpointe Capital
Illinois
$13.9M +$7.15M 1 2.23% Increased
180
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$13.8M -$3.65M 4 0.2% Reduced
181
SCM
Sirios Capital Management
Massachusetts
$13.4M -$12.8M 1 1.1% Reduced
182
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$13.2M +$1.24M 5 0.04% Increased
183
Allianz Asset Management
Allianz Asset Management
Germany
$13M +$996K 4 0.02% Increased
184
Boston Partners
Boston Partners
Massachusetts
$13M -$28.4M 3 0.02% Reduced
185
Canada Life
Canada Life
Manitoba, Canada
$12.7M -$633K 8 0.03% Reduced
186
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12.5M -$336K 4 0.05% Reduced
187
MetLife Investment Management
MetLife Investment Management
New Jersey
$12.4M +$171K 8 0.14% Increased
188
RB
Rodgers Brothers
Pennsylvania
$12.4M -$374K 1 3.2% Reduced
189
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$12.3M -$8.07M 9 0.18% Reduced
190
PWAM
Park West Asset Management
California
$12.3M +$14M 1 0.48% New
191
PTC
Philadelphia Trust Company
Pennsylvania
$12.1M +$3.08M 2 1.16% Increased
192
GAI
General American Investors
New York
$12M $0 1 1.39% Maintained
193
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$11.7M -$6.71M 1 1.92% Reduced
194
AIC
AWM Investment Company
New York
$11.7M +$1.03M 1 1.92% Increased
195
SRC
Shufro Rose & Co
New York
$11.6M -$305K 1 1.12% Reduced
196
Aberdeen Group
Aberdeen Group
United Kingdom
$11.4M +$3.1M 1 0.03% Increased
197
Brandes Investment Partners
Brandes Investment Partners
California
$11.3M -$8.15M 1 0.39% Reduced
198
NSGL
No Street GP LP
California
$11.3M -$1.66M 1 1.33% Reduced
199
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.2M +$3.35M 6 0.01% Increased
200
Eventide Asset Management
Eventide Asset Management
Massachusetts
$10.6M $0 1 0.21% Maintained