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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	Discovery Capital Management South Norwalk, Connecticut	$116M	+$111M	1	3.6%	New
27	Russell Investments Group London, United Kingdom	$116M	+$47.7M	8	0.19%	Increased
28	Geode Capital Management Boston, Massachusetts	$115M	+$980K	9	0.04%	Increased
29	Citadel Advisors Miami, Florida	$113M	-$62M	9	0.07%	Reduced
30	Ariel Investments Chicago, Illinois	$113M	-$44.3M	1	1.27%	Reduced
31	Renaissance Technologies New York	$112M	+$31.1M	5	0.12%	Increased
32	GGHC Gilder Gagnon Howe & Co New York	$102M	-$10.8M	3	1.36%	Reduced
33	Fidelity International Hamilton, Bermuda	$99.5M	+$19.8M	2	0.28%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$96.7M	+$45.7M	9	0.06%	Increased
35	Principal Financial Group Des Moines, Iowa	$96M	-$6.99M	6	0.09%	Reduced
36	Bank of America Charlotte, North Carolina	$95.5M	-$19M	9	0.02%	Reduced
37	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$94.4M	+$9.41M	2	1.52%	Increased
38	Schroder Investment Management Group London, United Kingdom	$91.9M	+$14.6M	2	0.15%	Increased
39	Whale Rock Capital Management Boston, Massachusetts	$84.4M	+$7.59M	1	3.91%	Increased
40	JP Morgan Chase New York	$83M	+$3.64M	9	0.02%	Increased
41	QAM Quentec Asset Management New York	$81.5M	+$26.4M	4	12.85%	Increased
42	Charles Schwab San Francisco, California	$76.8M	+$3.28M	8	0.06%	Increased
43	Royal Bank of Canada Toronto, Ontario, Canada	$73.3M	+$6.66M	9	0.03%	Increased
44	Norges Bank Oslo, Norway	$73M	-$13.8M	5	0.03%	Reduced
45	Morgan Stanley New York	$72.5M	-$7.98M	9	0.02%	Reduced
46	Royce & Associates New York	$72.1M	+$2.83M	6	0.48%	Increased
47	Lord, Abbett & Co Jersey City, New Jersey	$71.2M	-$22.3M	2	0.2%	Reduced
48	Axa Paris, France	$70.1M	+$18.6M	2	0.28%	Increased
49	State of New Jersey Common Pension Fund D Trenton, New Jersey	$69.8M	+$8.09M	4	0.26%	Increased
50	Silvercrest Asset Management New York	$66M	-$1.44M	1	0.61%	Reduced