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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	Bank of America Charlotte, North Carolina	$88.5M	+$26.5M	8	0.03%	Increased
27	Teachers Advisors New York	$83.5M	-$603K	8	0.16%	Reduced
28	Folketrygdfondet Oslo Norway, Norway	$80.9M	$0	1	2.17%	Maintained
29	Ameriprise Minneapolis, Minnesota	$76.7M	+$13.5M	8	0.04%	Increased
30	Lord, Abbett & Co Jersey City, New Jersey	$71.9M	+$187K	3	0.19%	Increased
31	Parnassus Investments San Francisco, California	$71M	-$14.3M	1	0.51%	Reduced
32	Schroder Investment Management Group London, United Kingdom	$69.2M	-$1.02M	3	0.14%	Reduced
33	CCI Columbus Circle Investors	$67M	+$10.5M	2	0.47%	Increased
34	Sterling Capital Management Charlotte, North Carolina	$62.1M	-$1.34M	2	0.56%	Reduced
35	Columbia Wanger Asset Management Chicago, Illinois	$60.9M	-$11.5M	1	0.39%	Reduced
36	CCM Century Capital Management Boston, Massachusetts	$57M	+$35.5M	2	3.22%	Increased
37	Norges Bank Oslo, Norway	$56.7M	+$10.5M	4	0.03%	Increased
38	Silvercrest Asset Management New York	$55.2M	-$2.24M	1	0.74%	Reduced
39	Luther King Capital Management (LKCM) Fort Worth, Texas	$55M	-$5.55M	2	0.47%	Reduced
40	Wells Fargo San Francisco, California	$55M	+$9.27M	8	0.02%	Increased
41	Geode Capital Management Boston, Massachusetts	$52.7M	+$3.83M	7	0.03%	Increased
42	CC Carlson Capital Dallas, Texas	$51.4M	+$19.9M	1	0.56%	Increased
43	Citadel Advisors Miami, Florida	$50.7M	+$14.1M	7	0.04%	Increased
44	Russell Frank Company Seattle, Washington	$50.5M	+$16.4M	8	0.08%	Increased
45	Peconic Partners New York	$48.4M	+$26.6M	2	7.83%	Increased
46	Balyasny Asset Management Chicago, Illinois	$45.7M	+$28.3M	3	0.28%	Increased
47	Jennison Associates New York	$45.5M	+$39.3M	2	0.04%	Increased
48	Ariel Investments Chicago, Illinois	$44.9M	+$16.3M	1	0.51%	Increased
49	Goldman Sachs New York	$44.2M	-$18.8M	7	0.01%	Reduced
50	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$44.1M	+$10.3M	3	2.9%	Increased