← 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
201
RHJA
Rice Hall James & Associates
California
$18.9M +$3.49M 5 0.67% Increased
202
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$18.9M +$258K 6 0.04% Increased
203
Squarepoint
Squarepoint
New York
$18.9M +$3.23M 6 0.05% Increased
204
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$18.8M +$4.83M 1 0.04% Increased
205
Castleark Management
Castleark Management
Illinois
$18.6M +$3.29M 3 0.69% Increased
206
HRT Financial
HRT Financial
New York
$18.6M +$2.39M 7 0.11% Increased
207
WCM Investment Management
WCM Investment Management
California
$18.4M +$289K 1 0.04% Increased
208
VI
Versor Investments
New York
$18.3M +$15.4M 4 0.55% Increased
209
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.2M -$275K 6 0.06% Reduced
210
MetLife Investment Management
MetLife Investment Management
New Jersey
$18.1M +$222K 7 0.15% Increased
211
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.9M +$4.46M 4 0.04% Increased
212
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$17.7M -$1.33M 4 0.05% Reduced
213
PTC
Philadelphia Trust Company
Pennsylvania
$17.3M +$3.04M 2 1.26% Increased
214
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$17.3M +$3.05M 6 0.05% Increased
215
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$17.3M +$1.63M 4 0.06% Increased
216
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$17.2M +$2.78M 1 0.06% Increased
217
Tocqueville Asset Management
Tocqueville Asset Management
New York
$16.9M -$437K 2 0.23% Reduced
218
CTI
Community Trust & Investment
Kentucky
$16.9M -$379K 1 1.3% Reduced
219
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$16.7M -$547K 2 0.49% Reduced
220
SFM
Systematic Financial Management
New Jersey
$16.6M -$2.26M 3 0.49% Reduced
221
Chilton Investment Company
Chilton Investment Company
Connecticut
$16.3M -$6.17M 1 0.34% Reduced
222
US Bancorp
US Bancorp
Minnesota
$16.2M +$129K 8 0.03% Increased
223
PFM
Premier Fund Managers
United Kingdom
$15.9M +$1.94M 1 0.51% Increased
224
OCM
Osterweis Capital Management
California
$15.7M +$5.7M 1 0.79% Increased
225
ZCM
Ziegler Capital Management
Illinois
$15.7M -$267K 1 0.56% Reduced