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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	Norges Bank Oslo, Norway	$181M	+$27.4M	4	0.04%	Increased
27	Schroder Investment Management Group London, United Kingdom	$172M	+$13.7M	3	0.26%	Increased
28	Victory Capital Management San Antonio, Texas	$166M	-$48.1M	9	0.19%	Reduced
29	Pzena Investment Management New York	$160M	+$168M	1	0.69%	Increased
30	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$149M	+$33M	2	5.59%	Increased
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$138M	+$4.2M	3	0.53%	Increased
32	Swedbank Stockholm, Sweden	$138M	$0	2	0.24%	Maintained
33	Thrivent Financial for Lutherans Minneapolis, Minnesota	$133M	-$2.27M	5	0.32%	Reduced
34	Point72 Asset Management Stamford, Connecticut	$131M	+$56.5M	7	0.38%	Increased
35	Goldman Sachs New York	$130M	-$44.7M	10	0.03%	Reduced
36	Capital World Investors Los Angeles, California	$129M	+$13K	1	0.03%	Increased
37	Nuveen Charlotte, North Carolina	$126M	-$1.96M	7	0.04%	Reduced
38	Principal Financial Group Des Moines, Iowa	$124M	+$22.2M	8	0.09%	Increased
39	First Trust Advisors Wheaton, Illinois	$121M	-$4.43M	6	0.14%	Reduced
40	Millennium Management New York	$120M	+$24.5M	10	0.06%	Increased
41	Alyeska Investment Group Chicago, Illinois	$119M	+$44.7M	2	0.81%	Increased
42	Janus Henderson Group London,	$115M	+$24.5M	8	0.08%	Increased
43	SM Senvest Management New York	$113M	+$5.85M	1	4.4%	Increased
44	GW&K Investment Management Boston, Massachusetts	$110M	-$1.09M	2	1.1%	Reduced
45	Diamond Hill Capital Management Columbus, Ohio	$109M	+$5.52M	1	0.53%	Increased
46	Oaktree Capital Management Los Angeles, California	$105M	$0	1	1.53%	Maintained
47	Voloridge Investment Management Jupiter, Florida	$103M	+$69.3M	6	0.51%	Increased
48	Amundi Paris, France	$103M	-$15M	3	0.05%	Reduced
49	Loomis, Sayles & Company Boston, Massachusetts	$99.4M	-$24.4M	2	0.17%	Reduced
50	Congress Asset Management Boston, Massachusetts	$95.7M	-$1.51K	2	0.85%	Reduced