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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	CC Carlson Capital Dallas, Texas	$104M	+$21M	2	1.31%	Increased
27	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$101M	-$286K	2	0.15%	Reduced
28	GGHC Gilder Gagnon Howe & Co New York	$96.4M	+$63.6M	4	1.66%	Increased
29	Jennison Associates New York	$95M	-$5.02M	2	0.1%	Reduced
30	OMC Oak Management Corp Wilton, Connecticut	$91M	$0	1	25.43%	Maintained
31	Norges Bank Oslo, Norway	$90.6M	+$12.8M	6	0.04%	Increased
32	Goldman Sachs New York	$89.6M	+$15.5M	10	0.03%	Increased
33	Schroder Investment Management Group London, United Kingdom	$83.5M	+$782K	2	0.16%	Increased
34	Geode Capital Management Boston, Massachusetts	$79.3M	+$3.34M	10	0.04%	Increased
35	Alyeska Investment Group Chicago, Illinois	$77.8M	-$1.96M	4	0.72%	Reduced
36	Citadel Advisors Miami, Florida	$76M	+$11.9M	8	0.08%	Increased
37	JP Morgan Chase New York	$74.9M	+$12.2M	9	0.02%	Increased
38	Ameriprise Minneapolis, Minnesota	$74.4M	-$12M	8	0.04%	Reduced
39	Kennedy Capital Management St Louis, Missouri	$73.3M	-$3.15M	5	1.41%	Reduced
40	VOYA Investment Management Atlanta, Georgia	$72.9M	+$46.7M	8	0.14%	Increased
41	BlackRock Investment Management Wilmington, Delaware	$69.6M	+$1.89M	9	0.09%	Increased
42	BlackRock Advisors Wilmington, Delaware	$69.5M	-$1.5M	9	0.07%	Reduced
43	Royce & Associates New York	$69.3M	-$1.39M	7	0.46%	Reduced
44	Silvercrest Asset Management New York	$66.6M	+$3.76M	1	0.8%	Increased
45	Emerald Advisers Leola, Pennsylvania	$63.5M	+$5.12M	5	2.83%	Increased
46	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$62.1M	-$14.7M	1	0.95%	Reduced
47	Principal Financial Group Des Moines, Iowa	$60.7M	+$4.5M	5	0.08%	Increased
48	Pinnacle Associates New York	$60.1M	+$10.8M	1	1.21%	Increased
49	Sterling Capital Management Charlotte, North Carolina	$59.6M	-$3.18M	1	0.55%	Reduced
50	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$59.1M	+$2.29M	4	3.01%	Increased