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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	Oaktree Capital Management Los Angeles, California	$149M	$0	1	3.31%	Maintained
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$146M	+$12.2M	9	0.11%	Increased
28	Polar Capital London, United Kingdom	$141M	+$49.3M	2	1.21%	Increased
29	IAM Ion Asset Management Herzliya, Israel	$139M	-$3.06M	1	23.26%	Reduced
30	Millennium Management New York	$138M	+$88.7M	9	0.19%	Increased
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$132M	-$66.9M	2	0.52%	Reduced
32	Swedbank Stockholm, Sweden	$131M	+$120M	1	0.48%	New
33	Primecap Management Pasadena, California	$128M	-$2.89M	3	0.11%	Reduced
34	JP Morgan Chase New York	$127M	-$26.3M	9	0.02%	Reduced
35	Schroder Investment Management Group London, United Kingdom	$125M	-$16.2M	3	0.23%	Reduced
36	Folketrygdfondet Oslo Norway, Norway	$121M	$0	1	4.88%	Maintained
37	Fidelity International Hamilton, Bermuda	$120M	-$26.8M	2	0.16%	Reduced
38	Macquarie Group Sydney, NSW 2000, Australia	$120M	-$10.1M	5	0.21%	Reduced
39	LSV Asset Management Chicago, Illinois	$117M	-$2.05M	1	0.24%	Reduced
40	Capital Research Global Investors Los Angeles, California	$116M	$0	1	0.04%	Maintained
41	YCM Yiheng Capital Management San Francisco, California	$113M	-$449K	1	5.62%	Reduced
42	Morgan Stanley New York	$107M	+$9.31M	9	0.02%	Increased
43	Paradigm Capital Management Inc Albany, New York	$105M	-$2.1M	5	9.66%	Reduced
44	Pinnacle Associates New York	$103M	-$4.24M	3	2.54%	Reduced
45	Ameriprise Minneapolis, Minnesota	$103M	-$60M	9	0.04%	Reduced
46	Carillon Tower Advisers St. Petersburg, Florida	$100M	-$7.4M	2	0.77%	Reduced
47	Eagle Asset Management St Petersburg, Florida	$95.8M	-$18.7M	2	0.54%	Reduced
48	Holocene Advisors New York	$94.9M	+$28.4M	1	0.83%	Increased
49	Acadian Asset Management Boston, Massachusetts	$88.3M	+$10.5M	4	0.38%	Increased
50	Royal Bank of Canada Toronto, Ontario, Canada	$87.9M	-$15.6M	9	0.04%	Reduced