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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	Fidelity International Hamilton, Bermuda	$191M	-$46.4M	3	0.23%	Reduced
27	Invesco Atlanta, Georgia	$189M	+$42.4M	9	0.06%	Increased
28	Citadel Advisors Miami, Florida	$175M	+$31.5M	10	0.04%	Increased
29	Capital World Investors Los Angeles, California	$171M	-$20.6K	1	0.04%	Reduced
30	Oaktree Capital Management Los Angeles, California	$170M	$0	1	1.78%	Maintained
31	BNP Paribas Asset Management Paris, France	$169M	+$8.05M	1	0.61%	Increased
32	Congress Asset Management Boston, Massachusetts	$168M	-$2.33M	2	1.69%	Reduced
33	Norges Bank Oslo, Norway	$155M	+$9.11M	5	0.04%	Increased
34	Schroder Investment Management Group London, United Kingdom	$152M	+$13.2M	3	0.24%	Increased
35	Renaissance Technologies New York	$142M	+$19.7M	5	0.2%	Increased
36	Thrivent Financial for Lutherans Minneapolis, Minnesota	$139M	-$393K	5	0.36%	Reduced
37	IAM Ion Asset Management Herzliya, Israel	$117M	-$21.8M	1	15.89%	Reduced
38	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$113M	+$4.14M	3	0.42%	Increased
39	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$112M	+$2.94M	2	4.56%	Increased
40	Principal Financial Group Des Moines, Iowa	$110M	+$3.9M	8	0.08%	Increased
41	First Trust Advisors Wheaton, Illinois	$107M	-$2.19M	8	0.13%	Reduced
42	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$105M	-$2.56M	6	0.15%	Reduced
43	Swedbank Stockholm, Sweden	$104M	+$61.4M	1	0.23%	Increased
44	Arrowstreet Capital Boston, Massachusetts	$103M	-$3.13M	4	0.14%	Reduced
45	Loomis, Sayles & Company Boston, Massachusetts	$102M	+$741K	3	0.2%	Increased
46	SCM Shapiro Capital Management Atlanta, Georgia	$100M	-$18.5M	1	2.68%	Reduced
47	Polar Asset Management Partners Toronto, Ontario, Canada	$97.3M	+$8.72M	5	1.19%	Increased
48	Alyeska Investment Group Chicago, Illinois	$97.2M	-$166M	2	1.01%	Reduced
49	Hood River Capital Management Palm Beach Gardens, Florida	$93.9M	-$283K	3	3.41%	Reduced
50	D.E. Shaw & Co New York	$92.5M	-$2.32M	6	0.1%	Reduced