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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	$118M	+$18.6M	1	1.5%	Increased
27	Whale Rock Capital Management Boston, Massachusetts	$116M	+$62M	2	6.32%	Increased
28	Westfield Capital Management Boston, Massachusetts	$112M	+$25.3M	3	0.96%	Increased
29	Geode Capital Management Boston, Massachusetts	$112M	+$8.38M	10	0.05%	Increased
30	Waddell & Reed Financial Overland Park, Kansas	$109M	-$37.7M	3	0.23%	Reduced
31	Pinnacle Associates New York	$108M	+$31M	2	2.05%	Increased
32	Parnassus Investments San Francisco, California	$106M	-$18.4M	1	0.5%	Reduced
33	GGHC Gilder Gagnon Howe & Co New York	$106M	-$5.97M	3	1.79%	Reduced
34	Ameriprise Minneapolis, Minnesota	$103M	+$1.26M	8	0.05%	Increased
35	Russell Investments Group London, United Kingdom	$100M	-$31.6M	8	0.18%	Reduced
36	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$99.8M	+$26.3M	2	1.52%	Increased
37	Goldman Sachs New York	$97.2M	+$26.9M	10	0.03%	Increased
38	Norges Bank Oslo, Norway	$96.6M	-$2.59M	5	0.04%	Reduced
39	Silvercrest Asset Management New York	$95.1M	+$5.78M	1	1.02%	Increased
40	Allianz Asset Management Munich, Germany	$92.5M	+$52.7M	4	0.09%	Increased
41	Emerald Advisers Leola, Pennsylvania	$91.5M	-$9.16M	5	3.76%	Reduced
42	JP Morgan Chase New York	$91.4M	+$468K	9	0.02%	Increased
43	Principal Financial Group Des Moines, Iowa	$86M	+$2.51M	6	0.1%	Increased
44	Alyeska Investment Group Chicago, Illinois	$84.2M	-$9.98M	2	0.68%	Reduced
45	Folketrygdfondet Oslo Norway, Norway	$82M	-$16.4M	1	3.22%	Reduced
46	D.E. Shaw & Co New York	$78.1M	+$31.4M	5	0.14%	Increased
47	Morgan Stanley New York	$76.2M	-$18.3M	9	0.02%	Reduced
48	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$71.7M	-$6.98M	4	3.28%	Reduced
49	Fuller & Thaler Asset Management San Mateo, California	$71.7M	+$16.7M	3	0.98%	Increased
50	VOYA Investment Management Atlanta, Georgia	$71.5M	+$8.9M	8	0.16%	Increased