← 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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$17.2M -$1.1M 5 0.04% Reduced
177
Adage Capital Partners
Adage Capital Partners
Massachusetts
$17.1M -$1.46M 1 0.04% Reduced
178
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17M -$703K 1 0.08% Reduced
179
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$17M +$556K 8 0.04% Increased
180
OGC
Oak Grove Capital
New Hampshire
$16.9M -$38K 1 4.5% Reduced
181
MC
Maplelane Capital
New York
$16.8M +$14.7M 1 0.76% New
182
TSAM
Trinity Street Asset Management
United Kingdom
$16.8M +$2.83M 1 1.87% Increased
183
BPIH
Broad Peak Investment Holdings
Singapore
$16.8M $0 1 2.71% Maintained
184
LMR Partners
LMR Partners
United Kingdom
$16.7M +$10.4M 3 0.19% Increased
185
MetLife Investment Management
MetLife Investment Management
New Jersey
$16.6M -$78.1K 8 0.12% Reduced
186
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.5M +$4.33M 7 0% Increased
187
Tocqueville Asset Management
Tocqueville Asset Management
New York
$16.3M -$43.6K 1 0.3% Reduced
188
HighTower Advisors
HighTower Advisors
Illinois
$16M -$434K 4 0.03% Reduced
189
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$15.7M +$4M 3 0.04% Increased
190
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$15.6M +$2.45M 1 0.06% Increased
191
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.9M +$13.5M 5 0.03% Increased
192
HCM
Hodges Capital Management
Texas
$14.8M +$6.48M 1 0.78% Increased
193
Madison Asset Management
Madison Asset Management
Wisconsin
$14.8M +$4.34M 1 0.2% Increased
194
Stifel Financial
Stifel Financial
Missouri
$14.7M +$2.76M 8 0.02% Increased
195
SI
Sora Investors
Pennsylvania
$14.6M +$7.72M 1 2.47% Increased
196
Amalgamated Bank
Amalgamated Bank
New York
$14.6M +$483K 8 0.12% Increased
197
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$14.3M $0 1 0.28% Maintained
198
Optiver Holding
Optiver Holding
Netherlands
$14.3M +$14.2M 2 0.01% Increased
199
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$14.1M +$6.06M 5 0.09% Increased
200
DP
DDD Partners
Washington
$13.9M -$85K 2 1.86% Reduced