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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	D.E. Shaw & Co New York	$116M	+$71.8M	8	0.16%	Increased
27	Morgan Stanley New York	$114M	+$32.4M	9	0.03%	Increased
28	Thrivent Financial for Lutherans Minneapolis, Minnesota	$113M	-$481K	7	0.41%	Reduced
29	JP Morgan Chase New York	$113M	+$9.01M	9	0.03%	Increased
30	Millennium Management New York	$111M	-$302K	8	0.17%	Reduced
31	Norges Bank Oslo, Norway	$109M	+$15.3M	6	0.04%	Increased
32	Folketrygdfondet Oslo Norway, Norway	$101M	-$38.1M	1	3.38%	Reduced
33	Point72 Asset Management Stamford, Connecticut	$99.3M	+$64.4M	4	0.49%	Increased
34	Schroder Investment Management Group London, United Kingdom	$97.8M	-$27.1M	2	0.18%	Reduced
35	Victory Capital Management San Antonio, Texas	$97.7M	-$74.2M	6	0.25%	Reduced
36	LSV Asset Management Chicago, Illinois	$97.4M	+$1.07M	2	0.17%	Increased
37	T. Rowe Price Associates Baltimore, Maryland	$94.8M	-$165M	6	0.02%	Reduced
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$90.4M	-$33.6M	9	0.06%	Reduced
39	Charles Schwab San Francisco, California	$88.4M	+$5.16M	8	0.07%	Increased
40	LCS Levin Capital Strategies New York	$88.1M	-$112M	1	1.94%	Reduced
41	Royal Bank of Canada Toronto, Ontario, Canada	$84.6M	-$2.78M	8	0.04%	Reduced
42	Oaktree Capital Management Los Angeles, California	$83.7M	+$105M	1	1.52%	New
43	Boston Partners Boston, Massachusetts	$76.5M	+$4.23M	2	0.11%	Increased
44	Principal Financial Group Des Moines, Iowa	$70.7M	-$2.26M	6	0.08%	Reduced
45	SCM Shapiro Capital Management Atlanta, Georgia	$70.7M	-$83.5M	1	1.95%	Reduced
46	Russell Investments Group London, United Kingdom	$70.3M	-$30.1M	9	0.16%	Reduced
47	Axa Paris, France	$68M	-$7.53M	3	0.3%	Reduced
48	Pinnacle Associates New York	$66.7M	-$3.81M	3	1.72%	Reduced
49	Wells Fargo San Francisco, California	$66.2M	+$17.4M	9	0.02%	Increased
50	Royce & Associates New York	$64.3M	-$13.8M	6	0.58%	Reduced