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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	Janus Henderson Group London,	$194M	+$1.2M	2	0.09%	Increased
27	Congress Asset Management Boston, Massachusetts	$193M	+$3.5M	2	1.82%	Increased
28	First Trust Advisors Wheaton, Illinois	$193M	+$5.11M	6	0.26%	Increased
29	Macquarie Group Sydney, NSW 2000, Australia	$188M	+$20.2M	5	0.27%	Increased
30	Arrowstreet Capital Boston, Massachusetts	$183M	+$86.5M	5	0.26%	Increased
31	UBS AM Chicago, Illinois	$174M	+$108M	7	0.08%	Increased
32	D.E. Shaw & Co New York	$169M	-$21.3M	8	0.15%	Reduced
33	BNP Paribas Asset Management Paris, France	$167M	+$83.9M	1	0.77%	Increased
34	JP Morgan Chase New York	$162M	+$8.75M	10	0.02%	Increased
35	Waddell & Reed Financial Overland Park, Kansas	$160M	+$1.82M	1	0.34%	Increased
36	Schroder Investment Management Group London, United Kingdom	$160M	+$8.34M	5	0.23%	Increased
37	Amundi Asset Management US Boston, Massachusetts	$157M	+$44.4M	3	0.13%	Increased
38	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$155M	-$2.19M	2	7.48%	Reduced
39	Renaissance Technologies New York	$151M	-$18.5M	7	0.16%	Reduced
40	Thrivent Financial for Lutherans Minneapolis, Minnesota	$149M	+$9.62M	5	0.35%	Increased
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$149M	+$3.41M	9	0.09%	Increased
42	GGHC Gilder Gagnon Howe & Co New York	$147M	+$38.3M	2	0.73%	Increased
43	Frontier Capital Management Boston, Massachusetts	$141M	+$20.6M	2	1.05%	Increased
44	Acadian Asset Management Boston, Massachusetts	$138M	-$37.8M	6	0.53%	Reduced
45	Carillon Tower Advisers St. Petersburg, Florida	$132M	-$4.08M	2	0.8%	Reduced
46	Pinnacle Associates New York	$126M	-$7.48M	2	2.57%	Reduced
47	Wells Fargo San Francisco, California	$125M	-$7.38M	10	0.03%	Reduced
48	Eagle Asset Management St Petersburg, Florida	$121M	-$8.12M	2	0.68%	Reduced
49	Paradigm Capital Management Inc Albany, New York	$118M	-$25.9M	4	7.08%	Reduced
50	Fidelity International Hamilton, Bermuda	$112M	+$166K	1	0.14%	Increased