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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	Dimensional Fund Advisors Austin, Texas	$83.1M	+$19.7M	7	0.07%	Increased
27	Luther King Capital Management (LKCM) Fort Worth, Texas	$81.8M	-$1.43M	2	0.7%	Reduced
28	Ameriprise Minneapolis, Minnesota	$71.7M	-$3.99M	8	0.05%	Reduced
29	Norges Bank Oslo, Norway	$62.7M	$0	4	0.04%	Maintained
30	Parnassus Investments San Francisco, California	$61.4M	-$25.8M	1	0.7%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$60.5M	+$19.8M	7	0.04%	Increased
32	Bank of America Charlotte, North Carolina	$60.2M	-$9.1M	7	0.02%	Reduced
33	JP Morgan Chase New York	$58.8M	+$8.46M	7	0.02%	Increased
34	Renaissance Technologies New York	$53.2M	+$15.1M	5	0.13%	Increased
35	Jericho Capital Asset Management New York	$51.4M	+$48.1M	2	3.63%	New
36	Wellington Management Group Boston, Massachusetts	$50.2M	-$33.3M	1	0.02%	Reduced
37	Teachers Advisors New York	$49M	+$11.8M	6	0.12%	Increased
38	SAC Capital Advisors Stamford, Connecticut	$47.7M	+$9.9M	4	0.26%	Increased
39	TI Turner Investments Berwyn, Pennsylvania	$47.6M	-$18.8M	2	0.79%	Reduced
40	Munder Capital Management Birmingham, Michigan	$47.6M	+$51.3K	1	0.38%	Increased
41	Neuberger Berman Group New York	$46.6M	-$421K	4	0.05%	Reduced
42	TAA Turiya Advisors Asia Hong Kong	$44.9M	$0	1	4.3%	Maintained
43	Millennium Management New York	$44.9M	+$22.9M	5	0.14%	Increased
44	Royal Bank of Canada Toronto, Ontario, Canada	$43.7M	+$28.9M	7	0.03%	Increased
45	Jacobs Levy Equity Management Florham Park, New Jersey	$41.2M	-$2.4M	2	0.7%	Reduced
46	Credit Suisse Zurich, Switzerland	$39.1M	-$8.32M	6	0.04%	Reduced
47	Kennedy Capital Management St Louis, Missouri	$38.5M	-$1.79M	2	0.74%	Reduced
48	Barclays London, United Kingdom	$35.6M	+$1.65M	7	0.04%	Increased
49	Morgan Stanley New York	$35.3M	-$43.1M	7	0.02%	Reduced
50	Van Berkom & Associates Montreal, Quebec, Canada	$33.9M	+$929K	1	2.19%	Increased