← 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
Reinhart Partners
Reinhart Partners
Wisconsin
$18.9M +$2.98M 1 0.98% Increased
177
Granahan Investment Management
Granahan Investment Management
Massachusetts
$18.9M +$170K 2 0.4% Increased
178
Primecap Management
Primecap Management
California
$18.8M -$24.7M 3 0.01% Reduced
179
Chilton Investment Company
Chilton Investment Company
Connecticut
$18.7M +$19.4M 2 0.51% New
180
Laurion Capital Management
Laurion Capital Management
New York
$18.7M +$18.7M 1 0.1% Increased
181
BCAM
Boston Common Asset Management
Massachusetts
$18.7M +$2.39M 1 1.18% Increased
182
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$18.1M +$7.86M 7 0.23% Increased
183
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$17.6M +$653K 5 0.06% Increased
184
TPSF
Texas Permanent School Fund
Texas
$17.6M -$1.7M 5 0.22% Reduced
185
MAP
Managed Asset Portfolios
Michigan
$17.4M +$2.51M 1 2.81% Increased
186
Osaic Holdings
Osaic Holdings
Arizona
$17.2M +$1.4M 10 0.04% Increased
187
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$17.1M +$492K 5 0.07% Increased
188
Squarepoint
Squarepoint
New York
$17M +$12.5M 9 0.1% Increased
189
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$16.4M +$526K 3 0.21% Increased
190
MetLife Investment Management
MetLife Investment Management
New Jersey
$16.3M -$1.03M 7 0.15% Reduced
191
Eventide Asset Management
Eventide Asset Management
Massachusetts
$15.8M +$1.14M 1 0.23% Increased
192
PTC
Philadelphia Trust Company
Pennsylvania
$15.7M -$2.12M 2 1.2% Reduced
193
Castleark Management
Castleark Management
Illinois
$15.3M +$2.34M 1 0.55% Increased
194
BPM
Bronson Point Management
Connecticut
$14.9M +$5.81M 4 6.33% Increased
195
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.2M -$22.5M 4 0.07% Reduced
196
Tocqueville Asset Management
Tocqueville Asset Management
New York
$14.2M -$2.81M 2 0.22% Reduced
197
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$14.1M +$11.5M 6 0.21% Increased
198
ICP
Indus Capital Partners
New York
$13.8M +$6.84M 1 2.38% Increased
199
Marshall Wace
Marshall Wace
United Kingdom
$13.2M +$4.48M 5 0.06% Increased
200
SRC
Shufro Rose & Co
New York
$13.1M -$1.39M 1 1.04% Reduced