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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	T. Rowe Price Investment Management Baltimore, Maryland	$925M	-$11.7M	5	0.58%	Reduced
27	Citadel Advisors Miami, Florida	$854M	-$93.2M	10	0.13%	Reduced
28	Capital Research Global Investors Los Angeles, California	$838M	-$276M	3	0.15%	Reduced
29	Bank of New York Mellon New York	$834M	+$14.8M	9	0.15%	Increased
30	AllianceBernstein Nashville, Tennessee	$829M	-$243M	8	0.26%	Reduced
31	Millennium Management New York	$761M	+$98.3M	9	0.32%	Increased
32	VOYA Investment Management Atlanta, Georgia	$757M	+$393M	7	0.75%	Increased
33	Ameriprise Minneapolis, Minnesota	$710M	-$248M	8	0.16%	Reduced
34	Atreides Management Boston, Massachusetts	$703M	-$17M	3	8.59%	Reduced
35	VARA Value Aligned Research Advisors Princeton, New Jersey	$679M	+$399M	2	6.82%	Increased
36	Citigroup New York	$608M	+$247M	11	0.27%	Increased
37	Pzena Investment Management New York	$595M	+$72M	1	1.78%	Increased
38	Nuveen Charlotte, North Carolina	$594M	-$52.1M	7	0.16%	Reduced
39	SA Situational Awareness San Francisco, California	$567M	+$382M	2	10.28%	Increased
40	Neuberger Berman Group New York	$565M	-$223M	7	0.42%	Reduced
41	Massachusetts Financial Services Boston, Massachusetts	$564M	+$376M	5	0.18%	Increased
42	Whale Rock Capital Management Boston, Massachusetts	$545M	+$133M	3	6.97%	Increased
43	BNP Paribas Asset Management Paris, France	$544M	-$38.4M	8	0.62%	Reduced
44	Janus Henderson Group London,	$542M	+$246M	7	0.24%	Increased
45	Barclays London, United Kingdom	$534M	+$119M	9	0.13%	Increased
46	Assenagon Asset Management Senningerberg, Luxembourg	$527M	+$151M	5	0.73%	Increased
47	Amundi Paris, France	$526M	+$259M	5	0.14%	Increased
48	BNP Paribas Financial Markets Paris, France	$516M	-$31.7M	9	0.23%	Reduced
49	Raymond James Financial St Petersburg, Florida	$511M	+$95M	10	0.16%	Increased
50	Fuller & Thaler Asset Management San Mateo, California	$499M	-$61.7M	2	1.69%	Reduced