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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	Morgan Stanley New York	$134M	+$13M	9	0.04%	Increased
27	Mackenzie Financial Toronto Ontario, Ontario, Canada	$133M	-$47M	4	0.32%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$132M	+$31.6M	9	0.08%	Increased
29	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$132M	-$231K	2	0.24%	Reduced
30	Ariel Investments Chicago, Illinois	$124M	+$3.33M	1	1.54%	Increased
31	Russell Investments Group London, United Kingdom	$123M	+$54.2M	8	0.23%	Increased
32	Folketrygdfondet Oslo Norway, Norway	$122M	+$24.5M	1	3.92%	Increased
33	Thrivent Financial for Lutherans Minneapolis, Minnesota	$121M	-$4M	7	0.38%	Reduced
34	Charles Schwab San Francisco, California	$112M	+$8.37M	8	0.07%	Increased
35	Royal Bank of Canada Toronto, Ontario, Canada	$106M	+$12.7M	8	0.05%	Increased
36	Fidelity International Hamilton, Bermuda	$98.5M	-$60.9M	2	0.15%	Reduced
37	Axa Paris, France	$96M	+$6.54M	4	0.38%	Increased
38	Oaktree Capital Management Los Angeles, California	$91M	$0	1	1.73%	Maintained
39	Renaissance Technologies New York	$90.1M	+$19.9M	5	0.08%	Increased
40	Victory Capital Management San Antonio, Texas	$87M	-$27.7M	6	0.2%	Reduced
41	Schroder Investment Management Group London, United Kingdom	$85.1M	-$24M	2	0.15%	Reduced
42	Principal Financial Group Des Moines, Iowa	$83.3M	+$594K	6	0.08%	Increased
43	Pinnacle Associates New York	$82.8M	-$2.35M	3	1.87%	Reduced
44	D.E. Shaw & Co New York	$82.8M	-$42.2M	9	0.11%	Reduced
45	Wells Fargo San Francisco, California	$80.9M	+$5.91M	9	0.02%	Increased
46	Boston Partners Boston, Massachusetts	$80.2M	-$2.31M	3	0.11%	Reduced
47	Macquarie Group Sydney, NSW 2000, Australia	$78.1M	+$5.75M	4	0.13%	Increased
48	LSV Asset Management Chicago, Illinois	$74.5M	-$34.2M	2	0.12%	Reduced
49	State of New Jersey Common Pension Fund D Trenton, New Jersey	$73.1M	+$478K	3	0.27%	Increased
50	Royce & Associates New York	$72.1M	+$1.41M	8	0.61%	Increased