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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	Russell Frank Company Seattle, Washington	$33.6M	+$259K	7	0.06%	Increased
52	CCM Cupps Capital Management Chicago, Illinois	$33M	+$6.77M	2	2.14%	Increased
53	BlackRock Investment Management Wilmington, Delaware	$32.8M	+$1.79M	7	0.05%	Increased
54	CAM Chou Associates Management Toronto, Ontario, Canada	$32.5M	-$21.2M	1	1.8%	Reduced
55	Janus Henderson Group London,	$32.5M	+$29.6M	2	0.36%	New
56	Teacher Retirement System of Texas Austin, Texas	$32.2M	+$14.2M	5	0.28%	Increased
57	CI Investments Inc Toronto, Ontario, Canada	$31.5M	$0	2	0.36%	Maintained
58	Geode Capital Management Boston, Massachusetts	$31.5M	+$845K	6	0.03%	Increased
59	PP PDT Partners New York	$29.1M	+$17.8M	3	0.79%	Increased
60	Boston Trust Walden Boston, Massachusetts	$26.8M	-$373K	1	0.41%	Reduced
61	Loomis, Sayles & Company Boston, Massachusetts	$26.5M	-$8.45M	1	0.09%	Reduced
62	KG Killen Group Berwyn, Pennsylvania	$26.5M	-$11.2M	2	1.58%	Reduced
63	Invesco Atlanta, Georgia	$25.3M	+$652K	6	0.01%	Increased
64	D.E. Shaw & Co New York	$24.9M	+$13M	7	0.04%	Increased
65	Charles Schwab San Francisco, California	$23.4M	+$3.63M	6	0.05%	Increased
66	Guggenheim Capital Chicago, Illinois	$22M	+$4.01M	4	0.08%	Increased
67	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$21.5M	-$12.4M	2	0.1%	Reduced
68	Wells Fargo San Francisco, California	$21.2M	-$7.23M	5	0.01%	Reduced
69	Two Sigma Investments New York	$21.2M	+$5.95M	3	0.14%	Increased
70	Virtu KCG Holdings New York	$20.7M	+$15.1M	2	0.26%	New
71	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$20M	-$848K	2	0.15%	Reduced
72	Parametric Portfolio Associates Seattle, Washington	$20M	+$6.04M	6	0.05%	Increased
73	Dorsal Capital Management Redwood City, California	$20M	$0	1	3.78%	Maintained
74	Fort Washington Investment Advisors Cincinnati, Ohio	$18.7M	+$50.2K	1	0.45%	Increased
75	Allianz Asset Management Munich, Germany	$18.4M	+$15.9M	3	0.02%	Increased