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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
26	Capital World Investors Los Angeles, California	$1.75B	-$258M	4	0.21%	Reduced
27	Vanguard Fiduciary Trust Malvern, Pennsylvania	$1.75B	+$69.4M	9	0.39%	Increased
28	UBS Group Zurich, Switzerland	$1.71B	-$1.52B	12	0.22%	Reduced
29	Massachusetts Financial Services Boston, Massachusetts	$1.68B	+$323M	5	0.53%	Increased
30	D.E. Shaw & Co New York	$1.61B	+$918M	7	0.76%	Increased
31	Bank of New York Mellon New York	$1.59B	-$90.2M	9	0.26%	Reduced
32	UBS AM Chicago, Illinois	$1.59B	+$289M	9	0.29%	Increased
33	Legal & General Group London, United Kingdom	$1.49B	+$390M	9	0.31%	Increased
34	American Century Companies Kansas City, Missouri	$1.47B	+$734M	8	0.65%	Increased
35	Capital International Investors Los Angeles, California	$1.42B	+$1.27B	1	0.29%	New
36	Wellington Management Group Boston, Massachusetts	$1.37B	-$780M	7	0.24%	Reduced
37	Clear Street New York	$1.33B	+$670M	10	3.36%	Increased
38	BNP Paribas Financial Markets Paris, France	$1.32B	+$8.93M	9	0.46%	Increased
39	Capital Research Global Investors Los Angeles, California	$1.28B	-$1.35B	4	0.18%	Reduced
40	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.26B	-$519M	9	0.37%	Reduced
41	SG Americas Securities New York	$1.26B	+$143M	10	0.7%	Increased
42	Polar Capital Holdings London, United Kingdom	$1.24B	-$809M	3	2.92%	Reduced
43	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.21B	+$311M	12	0.09%	Increased
44	Jane Street New York	$1.19B	-$483M	13	0.1%	Reduced
45	Barclays London, United Kingdom	$1.17B	-$248M	9	0.23%	Reduced
46	AQR Capital Management Greenwich, Connecticut	$1.09B	+$46.9M	8	0.38%	Increased
47	VARA Value Aligned Research Advisors Princeton, New Jersey	$1.08B	-$509M	4	2.7%	Reduced
48	SRS Investment Management New York	$1.07B	+$342M	2	9.86%	Increased
49	BNP Paribas Asset Management Paris, France	$1.05B	+$249M	8	1.05%	Increased
50	Citigroup New York	$1.04B	-$56.5M	10	0.34%	Reduced