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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	Victory Capital Management San Antonio, Texas	$191M	+$5.13M	8	0.21%	Increased
27	BNP Paribas Asset Management Paris, France	$182M	+$41.3M	1	0.56%	Increased
28	Goldman Sachs New York	$170M	-$16.4M	9	0.04%	Reduced
29	Wellington Management Group Boston, Massachusetts	$168M	-$246M	4	0.03%	Reduced
30	Norges Bank Oslo, Norway	$167M	-$5.02M	4	0.03%	Reduced
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$159M	+$33M	3	0.59%	Increased
32	Swedbank Stockholm, Sweden	$156M	+$18.2M	2	0.26%	Increased
33	Schroder Investment Management Group London, United Kingdom	$153M	+$2.45M	3	0.22%	Increased
34	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$139M	+$7.44M	2	5.1%	Increased
35	Renaissance Technologies New York	$134M	-$31.4M	7	0.19%	Reduced
36	Nuveen Charlotte, North Carolina	$127M	-$41.6M	7	0.04%	Reduced
37	Thrivent Financial for Lutherans Minneapolis, Minnesota	$123M	-$12.3M	5	0.28%	Reduced
38	Oaktree Capital Management Los Angeles, California	$122M	$0	1	1.6%	Maintained
39	First Trust Advisors Wheaton, Illinois	$121M	+$22M	7	0.14%	Increased
40	Amundi Paris, France	$119M	+$30.7M	4	0.06%	Increased
41	Capital World Investors Los Angeles, California	$116M	$0	1	0.02%	Maintained
42	Millennium Management New York	$115M	-$106M	10	0.06%	Reduced
43	Principal Financial Group Des Moines, Iowa	$110M	-$7.5M	8	0.08%	Reduced
44	Loomis, Sayles & Company Boston, Massachusetts	$107M	-$2.07M	3	0.17%	Reduced
45	Citadel Advisors Miami, Florida	$98.4M	-$20.9M	10	0.02%	Reduced
46	SM Senvest Management New York	$96.3M	+$16.9M	1	3.17%	Increased
47	Diamond Hill Capital Management Columbus, Ohio	$92.5M	+$27.5M	1	0.42%	Increased
48	SCM Shapiro Capital Management Atlanta, Georgia	$91.7M	+$21.8M	1	2.42%	Increased
49	Point72 Asset Management Stamford, Connecticut	$90.7M	+$12.8M	4	0.27%	Increased
50	Alyeska Investment Group Chicago, Illinois	$90.2M	+$72.9M	3	0.67%	Increased