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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	Waddell & Reed Financial Overland Park, Kansas	$89.4M	-$64M	2	0.14%	Reduced
27	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$87.6M	+$84.9M	1	0.13%	New
28	Ameriprise Minneapolis, Minnesota	$84.5M	+$14.2M	7	0.05%	Increased
29	Citigroup New York	$76.8M	-$106M	8	0.07%	Reduced
30	Arrowstreet Capital Boston, Massachusetts	$75.3M	-$134M	3	0.41%	Reduced
31	Luther King Capital Management (LKCM) Fort Worth, Texas	$74.8M	-$967K	2	0.6%	Reduced
32	Discovery Capital Management South Norwalk, Connecticut	$74.2M	+$68.8M	1	0.55%	New
33	Bank of America Charlotte, North Carolina	$68.2M	+$2.57M	7	0.02%	Increased
34	ESG Emerging Sovereign Group New York	$60.4M	+$56M	1	2.47%	New
35	Norges Bank Oslo, Norway	$59.5M	-$106K	4	0.03%	Reduced
36	Parnassus Investments San Francisco, California	$58.9M	+$56.4K	1	0.6%	Increased
37	BlackRock Advisors Wilmington, Delaware	$56.8M	+$48.4M	8	0.05%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$55.7M	-$3.33M	8	0.04%	Reduced
39	Morgan Stanley New York	$52.8M	+$13.2M	8	0.02%	Increased
40	Orbis Holdings Hamilton, Bermuda	$48.1M	+$44.6M	1	0.33%	New
41	Neuberger Berman Group New York	$47.9M	+$5.53M	4	0.05%	Increased
42	Van Berkom & Associates Montreal, Quebec, Canada	$47.4M	+$12.1M	1	2.65%	Increased
43	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$46.2M	+$44.8M	1	5.44%	New
44	Barclays London, United Kingdom	$45.4M	+$6.76M	8	0.05%	Increased
45	Jacobs Levy Equity Management Florham Park, New Jersey	$43.9M	+$4.17M	4	0.66%	Increased
46	BlackRock Investment Management Wilmington, Delaware	$43.6M	+$10.8M	8	0.06%	Increased
47	Viking Global Investors Stamford, Connecticut	$41.9M	+$38.8M	1	0.2%	New
48	TAA Turiya Advisors Asia Hong Kong	$41.8M	+$3M	1	3.67%	Increased
49	CAM Chou Associates Management Toronto, Ontario, Canada	$40.5M	+$33.8M	1	11.51%	Increased
50	Renaissance Technologies New York	$39.7M	-$14.5M	5	0.09%	Reduced