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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	Capital Research Global Investors Los Angeles, California	$157M	$0	2	0.05%	Maintained
27	Millennium Management New York	$155M	-$13.4M	12	0.1%	Reduced
28	Schroder Investment Management Group London, United Kingdom	$155M	-$4.86M	4	0.24%	Reduced
29	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$154M	-$12.9M	3	0.21%	Reduced
30	Congress Asset Management Boston, Massachusetts	$147M	-$12.1M	2	1.41%	Reduced
31	Victory Capital Management San Antonio, Texas	$143M	-$28.2M	7	0.16%	Reduced
32	Oaktree Capital Management Los Angeles, California	$135M	$0	1	1.57%	Maintained
33	Renaissance Technologies New York	$131M	-$16.4M	9	0.15%	Reduced
34	Thrivent Financial for Lutherans Minneapolis, Minnesota	$122M	+$5.31M	4	0.33%	Increased
35	Citadel Advisors Miami, Florida	$122M	+$30.9M	10	0.03%	Increased
36	Whale Rock Capital Management Boston, Massachusetts	$122M	+$29.9M	2	3.61%	Increased
37	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$120M	+$5.82M	2	5.21%	Increased
38	D.E. Shaw & Co New York	$120M	+$14.7M	10	0.14%	Increased
39	Arrowstreet Capital Boston, Massachusetts	$113M	-$81.7M	3	0.16%	Reduced
40	Bank of Montreal Toronto, Ontario, Canada	$108M	+$77M	8	0.05%	Increased
41	BNP Paribas Asset Management Paris, France	$106M	-$398K	1	0.4%	Reduced
42	Loomis, Sayles & Company Boston, Massachusetts	$105M	+$8.82M	4	0.2%	Increased
43	Schonfeld Strategic Advisors New York	$105M	+$69.9M	7	1.02%	Increased
44	First Trust Advisors Wheaton, Illinois	$104M	-$17.5M	7	0.13%	Reduced
45	Capital World Investors Los Angeles, California	$102M	+$23M	1	0.02%	Increased
46	Acadian Asset Management Boston, Massachusetts	$100M	-$3.89M	2	0.51%	Reduced
47	Holocene Advisors New York	$98.9M	-$5.45M	3	0.6%	Reduced
48	Principal Financial Group Des Moines, Iowa	$96.9M	+$12.1M	8	0.07%	Increased
49	Paradigm Capital Management Inc Albany, New York	$92.9M	-$12.8M	4	6.3%	Reduced
50	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$86.5M	-$33.6M	3	0.33%	Reduced