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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	Charles Schwab San Francisco, California	$205M	+$336K	8	0.07%	Increased
27	Congress Asset Management Boston, Massachusetts	$201M	+$13.8M	2	1.57%	Increased
28	Norges Bank Oslo, Norway	$189M	+$14.2M	5	0.04%	Increased
29	Frontier Capital Management Boston, Massachusetts	$183M	+$52.2M	2	1.44%	Increased
30	Fidelity International Hamilton, Bermuda	$180M	+$12.1M	3	0.2%	Increased
31	Schroder Investment Management Group London, United Kingdom	$175M	+$15.9M	4	0.27%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$167M	-$4.65M	10	0.08%	Reduced
33	First Trust Advisors Wheaton, Illinois	$165M	+$1.13M	7	0.18%	Increased
34	Susquehanna International Group Bala Cynwyd, Pennsylvania	$161M	+$2.91M	8	0.02%	Increased
35	D.E. Shaw & Co New York	$156M	-$73.4M	9	0.14%	Reduced
36	BNP Paribas Asset Management Paris, France	$155M	+$29.1M	1	0.58%	Increased
37	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$152M	-$1.89M	3	0.5%	Reduced
38	SCM Shapiro Capital Management Atlanta, Georgia	$140M	+$92.9M	2	2.62%	Increased
39	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$137M	+$9.43M	2	5.71%	Increased
40	Millennium Management New York	$132M	-$16.3M	9	0.08%	Reduced
41	Bank of Montreal Toronto, Ontario, Canada	$126M	-$519K	8	0.06%	Reduced
42	Thrivent Financial for Lutherans Minneapolis, Minnesota	$126M	+$4.73M	6	0.26%	Increased
43	Arrowstreet Capital Boston, Massachusetts	$125M	-$18.2M	2	0.16%	Reduced
44	UBS AM Chicago, Illinois	$125M	-$65.4M	7	0.05%	Reduced
45	Jacobs Levy Equity Management Florham Park, New Jersey	$123M	+$31.2M	5	0.83%	Increased
46	Loomis, Sayles & Company Boston, Massachusetts	$118M	+$2.64M	3	0.15%	Increased
47	Citadel Advisors Miami, Florida	$116M	-$21.4M	11	0.02%	Reduced
48	Capital Research Global Investors Los Angeles, California	$115M	$0	1	0.03%	Maintained
49	Robeco Schweiz Zurich, Switzerland	$111M	-$5.12M	2	1.29%	Reduced
50	Folketrygdfondet Oslo Norway, Norway	$110M	$0	1	2.76%	Maintained