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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
351	Tortoise Capital Advisors Overland Park, Kansas	$51.7M	+$21.4M	4	0.53%	Increased
352	Weiss Asset Management Boston, Massachusetts	$51.5M	+$48.9M	6	0.54%	New
353	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$51M	+$6.15M	5	1.93%	Increased
354	E Fund Management Guangzhou, China	$50.8M	-$177M	5	1.14%	Reduced
355	J. Safra Sarasin Holding	$50.7M	-$11.8M	6	0.73%	Reduced
356	Concurrent Investment Advisors Tampa, Florida	$50.4M	+$21.5M	7	0.43%	Increased
357	SP SIH Partners Wilmington, Delaware	$50.2M	+$39.8M	6	0.32%	Increased
358	Raiffeisen Bank International Vienna, Austria	$50M	-$1.84M	5	0.59%	Reduced
359	ING Group Amsterdam, Netherlands	$49.7M	+$29.7M	4	0.24%	Increased
360	Mawer Investment Management Calgary, Alberta, Canada	$49.5M	+$43.5M	1	0.34%	Increased
361	TAMH Taikang Asset Management (HK) Hong Kong	$49.4M	+$1.76M	2	4.5%	Increased
362	Swiss Life Asset Management Zurich,	$49.4M	+$23.2M	7	0.2%	Increased
363	JSC Jackson Square Capital San Francisco, California	$49.2M	-$1.87M	3	6.84%	Reduced
364	Cambridge Investment Research Advisors Fairfield, Iowa	$49.1M	+$8.72M	9	0.11%	Increased
365	Rakuten Investment Management Tokyo, Japan	$48.9M	+$12.3M	3	0.14%	Increased
366	Pacer Advisors Malvern, Pennsylvania	$48.7M	+$18.7M	6	0.12%	Increased
367	Trexquant Investment Stamford, Connecticut	$48.6M	-$23.9M	5	0.29%	Reduced
368	Andra AP-fonden Goteborg, Sweden	$48.5M	+$9.04M	4	0.56%	Increased
369	Gateway Investment Advisers Cincinnati, Ohio	$48.1M	+$4.53M	3	0.48%	Increased
370	Zurich Insurance Group Zurich, Switzerland	$47.5M	-$21.5M	1	0.33%	Reduced
371	SCM Steadfast Capital Management New York	$47.2M	-$18.8M	2	1.45%	Reduced
372	Ossiam Paris, France	$47M	-$922K	5	0.62%	Reduced
373	Royce & Associates New York	$47M	-$32.6M	2	0.38%	Reduced
374	AIM Allen Investment Management New York	$46.5M	+$48.3M	2	0.55%	New
375	Brinker Capital Investments Berwyn, Pennsylvania	$45.9M	+$10.3M	7	0.35%	Increased