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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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$143M	+$31.5M	2	0.23%	Increased
27	Geode Capital Management Boston, Massachusetts	$142M	+$13.8M	9	0.04%	Increased
28	Ariel Investments Chicago, Illinois	$139M	+$1.11M	1	1.56%	Increased
29	Folketrygdfondet Oslo Norway, Norway	$133M	-$9.24M	1	3.63%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$116M	-$41.1M	9	0.06%	Reduced
31	Millennium Management New York	$112M	-$32.6M	9	0.15%	Reduced
32	Frontier Capital Management Boston, Massachusetts	$110M	-$6.42M	2	0.78%	Reduced
33	Discovery Capital Management South Norwalk, Connecticut	$108M	-$21.1M	2	5.85%	Reduced
34	Citadel Advisors Miami, Florida	$108M	+$31.4M	8	0.05%	Increased
35	Arrowstreet Capital Boston, Massachusetts	$106M	+$75.3M	2	0.26%	Increased
36	Pinnacle Associates New York	$106M	-$21.9M	4	2.19%	Reduced
37	Royal Bank of Canada Toronto, Ontario, Canada	$105M	-$180K	9	0.05%	Reduced
38	Thrivent Financial for Lutherans Minneapolis, Minnesota	$103M	+$42.9M	6	0.34%	Increased
39	Norges Bank Oslo, Norway	$101M	+$5.59M	6	0.03%	Increased
40	Russell Investments Group London, United Kingdom	$101M	-$6.22M	8	0.21%	Reduced
41	Schroder Investment Management Group London, United Kingdom	$100M	+$5.65M	1	0.18%	Increased
42	Axa Paris, France	$96.6M	+$1.41M	3	0.37%	Increased
43	Charles Schwab San Francisco, California	$93.5M	+$7.62M	8	0.07%	Increased
44	Principal Financial Group Des Moines, Iowa	$87.5M	-$13.3M	6	0.08%	Reduced
45	Royce & Associates New York	$87.2M	+$10.1M	6	0.6%	Increased
46	Eagle Asset Management St Petersburg, Florida	$84.3M	-$3.25M	2	0.45%	Reduced
47	JP Morgan Chase New York	$81.2M	+$27.2M	9	0.02%	Increased
48	Morgan Stanley New York	$75.2M	-$25.8M	9	0.02%	Reduced
49	Kennedy Capital Management St Louis, Missouri	$74.4M	+$18.7M	6	1.39%	Increased
50	LSV Asset Management Chicago, Illinois	$73.5M	+$22.8M	2	0.12%	Increased