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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
51	Millennium Management New York	$1.01B	-$92.8M	10	0.37%	Reduced
52	Raymond James Financial St Petersburg, Florida	$992M	-$72.5K	10	0.27%	Reduced
53	Marex Group London,	$988M	+$211M	9	4.19%	Increased
54	Marshall Wace London, United Kingdom	$966M	+$244M	9	0.76%	Increased
55	Bank of Montreal Toronto, Ontario, Canada	$958M	+$467M	8	0.32%	Increased
56	Neuberger Berman Group New York	$952M	-$61.3M	7	0.63%	Reduced
57	Atreides Management Boston, Massachusetts	$932M	-$170M	4	6.5%	Reduced
58	Ameriprise Minneapolis, Minnesota	$905M	-$297M	8	0.18%	Reduced
59	Qube Research & Technologies (QRT) London, United Kingdom	$889M	+$654M	8	0.83%	Increased
60	Jennison Associates New York	$883M	+$525M	4	0.53%	Increased
61	ClearBridge Investments New York	$861M	+$461M	5	0.71%	Increased
62	Whale Rock Capital Management Boston, Massachusetts	$858M	-$64.2M	2	6.89%	Reduced
63	Wells Fargo San Francisco, California	$846M	+$125M	10	0.14%	Increased
64	Schroder Investment Management Group London, United Kingdom	$802M	-$86.4M	4	0.57%	Reduced
65	Citadel Advisors Miami, Florida	$783M	-$459M	12	0.09%	Reduced
66	Swiss National Bank Zurich, Switzerland	$781M	+$16.1M	8	0.41%	Increased
67	Federated Hermes Pittsburgh, Pennsylvania	$770M	+$378M	7	1.11%	Increased
68	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$753M	+$83.1M	5	0.43%	Increased
69	Rafferty Asset Management New York	$742M	+$171M	5	1.69%	Increased
70	Fuller & Thaler Asset Management San Mateo, California	$734M	-$58.6M	2	2%	Reduced
71	Royal Bank of Canada Toronto, Ontario, Canada	$703M	+$139M	11	0.1%	Increased
72	Jericho Capital Asset Management New York	$681M	-$137M	2	5.63%	Reduced
73	HSBC Holdings London, United Kingdom	$680M	-$19.6M	9	0.28%	Reduced
74	Swedbank Stockholm, Sweden	$679M	-$86.2M	5	0.59%	Reduced
75	Oberweis Asset Management Lisle, Illinois	$671M	-$278M	4	13.87%	Reduced