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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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$127M	-$4.38M	6	0.39%	Reduced
27	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$126M	-$9.84M	2	0.23%	Reduced
28	Folketrygdfondet Oslo Norway, Norway	$124M	+$17.8M	1	4.3%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$120M	-$16.2M	9	0.07%	Reduced
30	Fidelity International Hamilton, Bermuda	$115M	+$5.73M	2	0.17%	Increased
31	Russell Investments Group London, United Kingdom	$114M	+$10.9M	9	0.21%	Increased
32	Ariel Investments Chicago, Illinois	$111M	+$2.63M	1	1.39%	Increased
33	Mackenzie Financial Toronto Ontario, Ontario, Canada	$111M	-$11.6M	2	0.29%	Reduced
34	Millennium Management New York	$110M	+$56.1M	7	0.17%	Increased
35	Morgan Stanley New York	$108M	-$20.1M	9	0.03%	Reduced
36	Charles Schwab San Francisco, California	$104M	-$8.22M	8	0.06%	Reduced
37	Royal Bank of Canada Toronto, Ontario, Canada	$96M	-$1.17M	8	0.04%	Reduced
38	Victory Capital Management San Antonio, Texas	$90M	-$2.9M	6	0.18%	Reduced
39	Eagle Asset Management St Petersburg, Florida	$88.7M	+$31.3M	2	0.45%	Increased
40	CMG Cavalry Management Group San Francisco, California	$81.5M	+$47.7M	4	13.07%	Increased
41	State of New Jersey Common Pension Fund D Trenton, New Jersey	$80.8M	+$6.72M	3	0.3%	Increased
42	Wells Fargo San Francisco, California	$80.7M	+$5.48M	9	0.02%	Increased
43	Macquarie Group Sydney, NSW 2000, Australia	$80M	+$3.41M	4	0.13%	Increased
44	Axa Paris, France	$75.4M	-$16.6M	6	0.29%	Reduced
45	SCM Shapiro Capital Management Atlanta, Georgia	$74.7M	+$1.42M	1	1.66%	Increased
46	IAM Ion Asset Management Herzliya, Israel	$74.2M	+$69.4M	1	18.86%	New
47	LSV Asset Management Chicago, Illinois	$73.5M	-$7.96M	1	0.12%	Reduced
48	BAMCO Inc New York	$72.9M	+$20.3M	1	0.29%	Increased
49	Pinnacle Associates New York	$72.7M	-$6.11M	3	1.7%	Reduced
50	Point72 Asset Management Stamford, Connecticut	$71.5M	-$91.5M	4	0.37%	Reduced