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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	Pinnacle Associates New York	$133M	-$3.41M	4	2.61%	Reduced
27	Ariel Investments Chicago, Illinois	$132M	-$813K	1	1.5%	Reduced
28	Fidelity International Hamilton, Bermuda	$127M	+$13.3M	2	0.35%	Increased
29	Renaissance Technologies New York	$125M	+$4.77M	5	0.14%	Increased
30	Geode Capital Management Boston, Massachusetts	$125M	+$3.01M	9	0.04%	Increased
31	GGHC Gilder Gagnon Howe & Co New York	$125M	-$4.17M	4	1.55%	Reduced
32	Discovery Capital Management South Norwalk, Connecticut	$114M	+$12.9M	1	3.97%	Increased
33	Axa Paris, France	$105M	+$12.6M	3	0.42%	Increased
34	Russell Investments Group London, United Kingdom	$104M	-$25.9M	8	0.18%	Reduced
35	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$103M	-$4.78M	1	0.16%	Reduced
36	Norges Bank Oslo, Norway	$98.4M	+$16.5M	6	0.04%	Increased
37	Frontier Capital Management Boston, Massachusetts	$97.4M	+$13.3M	2	0.71%	Increased
38	Principal Financial Group Des Moines, Iowa	$97.3M	+$664K	6	0.09%	Increased
39	Eagle Asset Management St Petersburg, Florida	$96M	+$154K	2	0.52%	Increased
40	Schroder Investment Management Group London, United Kingdom	$93.8M	-$16.1M	1	0.16%	Reduced
41	Morgan Stanley New York	$92.3M	+$18.8M	9	0.03%	Increased
42	Whale Rock Capital Management Boston, Massachusetts	$92.1M	-$16.3M	1	3.13%	Reduced
43	Charles Schwab San Francisco, California	$84.4M	+$2.88M	8	0.07%	Increased
44	Royal Bank of Canada Toronto, Ontario, Canada	$83.3M	+$46.4M	9	0.04%	Increased
45	Citadel Advisors Miami, Florida	$77.1M	-$47.6M	9	0.04%	Reduced
46	Royce & Associates New York	$76.1M	+$1.91M	5	0.53%	Increased
47	Mackenzie Financial Toronto Ontario, Ontario, Canada	$75.3M	+$59.2M	2	0.19%	Increased
48	Fisher Asset Management Camas, Washington	$74.3M	-$1.55M	4	0.1%	Reduced
49	Carillon Tower Advisers St. Petersburg, Florida	$73.2M	+$7.48M	3	0.57%	Increased
50	State of New Jersey Common Pension Fund D Trenton, New Jersey	$72.7M	+$2.99M	4	0.28%	Increased