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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	Arrowstreet Capital Boston, Massachusetts	$1.19B	-$1.2B	7	0.65%	Reduced
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.17B	+$622M	8	0.39%	Increased
28	VARA Value Aligned Research Advisors Princeton, New Jersey	$1.16B	+$6.31M	3	5.58%	Increased
29	Bank of New York Mellon New York	$1.14B	-$68.7M	9	0.21%	Reduced
30	Jane Street New York	$1.1B	-$544M	11	0.14%	Reduced
31	Vanguard Fiduciary Trust Malvern, Pennsylvania	$1.09B	+$969M	8	0.27%	New
32	Nuveen Charlotte, North Carolina	$1.05B	+$182M	7	0.28%	Increased
33	Artisan Partners Milwaukee, Wisconsin	$1.04B	-$183M	3	1.67%	Reduced
34	UBS AM Chicago, Illinois	$911M	+$221M	8	0.19%	Increased
35	Barclays London, United Kingdom	$905M	+$204M	9	0.22%	Increased
36	BNP Paribas Financial Markets Paris, France	$889M	+$107M	9	0.43%	Increased
37	Massachusetts Financial Services Boston, Massachusetts	$844M	+$66.5M	5	0.28%	Increased
38	Janus Henderson Group London,	$768M	+$71.1M	7	0.37%	Increased
39	Ameriprise Minneapolis, Minnesota	$767M	-$166M	8	0.18%	Reduced
40	Citadel Advisors Miami, Florida	$766M	-$311M	10	0.12%	Reduced
41	AQR Capital Management Greenwich, Connecticut	$765M	+$44.1M	8	0.35%	Increased
42	SG Americas Securities New York	$742M	+$390M	8	0.8%	Increased
43	Legal & General Group London, United Kingdom	$724M	+$222M	8	0.17%	Increased
44	Atreides Management Boston, Massachusetts	$723M	-$281M	5	14.46%	Reduced
45	Franklin Resources San Mateo, California	$710M	+$207M	8	0.17%	Increased
46	AllianceBernstein Nashville, Tennessee	$681M	-$189M	8	0.22%	Reduced
47	Citigroup New York	$676M	-$170M	10	0.29%	Reduced
48	Schroder Investment Management Group London, United Kingdom	$672M	+$151M	4	0.55%	Increased
49	Neuberger Berman Group New York	$658M	-$128M	8	0.5%	Reduced
50	Jericho Capital Asset Management New York	$643M	$0	1	9.5%	Maintained