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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	Wellington Management Group Boston, Massachusetts	$67.7M	+$58.1M	1	0.02%	New
27	Ameriprise Minneapolis, Minnesota	$62.8M	+$56.7M	7	0.04%	New
28	Morgan Stanley New York	$58.7M	+$54.5M	7	0.03%	New
29	Dimensional Fund Advisors Austin, Texas	$55.9M	+$50.1M	6	0.05%	New
30	Norges Bank Oslo, Norway	$54M	+$48.1M	4	0.03%	New
31	TI Turner Investments Berwyn, Pennsylvania	$53.2M	+$45.6M	2	0.72%	New
32	Bank of America Charlotte, North Carolina	$50.8M	+$45.2M	7	0.02%	New
33	JP Morgan Chase New York	$44.9M	+$38.1M	6	0.01%	New
34	TAA Turiya Advisors Asia Hong Kong	$42.4M	+$35.4M	1	4.88%	New
35	Neuberger Berman Group New York	$41M	+$35.9M	4	0.05%	New
36	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$40.4M	+$37.3M	1	7.13%	New
37	Susquehanna International Group Bala Cynwyd, Pennsylvania	$40.3M	+$37.6M	6	0.02%	New
38	Munder Capital Management Birmingham, Michigan	$36.9M	+$31.6M	1	0.31%	New
39	Kennedy Capital Management St Louis, Missouri	$36.1M	+$34.3M	2	0.73%	New
40	Jacobs Levy Equity Management Florham Park, New Jersey	$34.2M	+$29.3M	3	0.6%	New
41	TimesSquare Capital Management New York	$34.2M	+$30.7M	1	0.21%	New
42	Credit Suisse Zurich, Switzerland	$33.1M	+$30.5M	7	0.03%	New
43	Kayne Anderson Rudnick Investment Management Los Angeles, California	$32.5M	+$29.2M	1	0.66%	New
44	Deutsche Bank Frankfurt Am Main Ge, Germany	$31.4M	+$27.9M	7	0.03%	New
45	Van Berkom & Associates Montreal, Quebec, Canada	$30.5M	+$27.4M	1	2.29%	New
46	Renaissance Technologies New York	$30M	+$25.5M	4	0.08%	New
47	Teachers Advisors New York	$29.3M	+$25.4M	6	0.08%	New
48	Waddell & Reed Financial Overland Park, Kansas	$29.3M	+$26.8M	3	0.06%	New
49	Loomis, Sayles & Company Boston, Massachusetts	$29.1M	+$26.2M	2	0.1%	New
50	KRC Kingdom Ridge Capital White Plains, New York	$28.2M	+$24.1M	1	12.95%	New