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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	GGHC Gilder Gagnon Howe & Co New York	$129M	-$3.1M	3	1.82%	Reduced
27	T. Rowe Price Associates Baltimore, Maryland	$126M	+$37.5M	7	0.02%	Increased
28	Jennison Associates New York	$122M	+$1.72M	3	0.12%	Increased
29	Allianz Asset Management Munich, Germany	$117M	+$25.8M	4	0.1%	Increased
30	Lord, Abbett & Co Jersey City, New Jersey	$116M	-$48.4M	3	0.34%	Reduced
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$114M	-$24.4M	2	0.17%	Reduced
32	Principal Financial Group Des Moines, Iowa	$106M	+$2.81M	7	0.1%	Increased
33	Morgan Stanley New York	$105M	+$6.16M	9	0.03%	Increased
34	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$104M	+$36.4M	2	1.66%	Increased
35	JP Morgan Chase New York	$101M	+$9.05M	8	0.02%	Increased
36	CC Carlson Capital Dallas, Texas	$101M	+$34.7M	1	1.72%	Increased
37	Renaissance Technologies New York	$97.6M	-$15.5M	5	0.11%	Reduced
38	Norges Bank Oslo, Norway	$94.6M	-$4.07M	5	0.04%	Reduced
39	Silvercrest Asset Management New York	$92.2M	+$7.64M	1	0.92%	Increased
40	Fidelity International Hamilton, Bermuda	$88.5M	+$46.2M	2	0.25%	Increased
41	Royal Bank of Canada Toronto, Ontario, Canada	$88M	+$26.3M	9	0.04%	Increased
42	VOYA Investment Management Atlanta, Georgia	$87.7M	+$11.9M	8	0.19%	Increased
43	Russell Investments Group London, United Kingdom	$87.7M	-$18.5M	8	0.15%	Reduced
44	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$86.6M	+$27.7M	2	1.35%	Increased
45	Whale Rock Capital Management Boston, Massachusetts	$86.4M	+$25.6M	1	4.49%	Increased
46	Schroder Investment Management Group London, United Kingdom	$86.4M	+$4.06M	2	0.15%	Increased
47	Charles Schwab San Francisco, California	$82.9M	+$10.6M	8	0.07%	Increased
48	Folketrygdfondet Oslo Norway, Norway	$78.5M	$0	1	2.59%	Maintained
49	State of New Jersey Common Pension Fund D Trenton, New Jersey	$75.8M	+$29M	4	0.3%	Increased
50	Fuller & Thaler Asset Management San Mateo, California	$72.2M	-$1.35M	2	0.88%	Reduced