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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	$36.4M	+$4.52M	8	0.06%	Increased
52	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$35.8M	-$738K	1	4.11%	Reduced
53	Schroder Investment Management Group London, United Kingdom	$35.7M	+$18.1M	3	0.05%	Increased
54	Citigroup New York	$32.1M	+$9.64M	8	0.03%	Increased
55	Coatue Management New York	$31.9M	+$30.4M	1	0.33%	New
56	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$31.3M	+$6.95M	1	0.42%	Increased
57	D.E. Shaw & Co New York	$29.8M	+$3.34M	7	0.04%	Increased
58	Geode Capital Management Boston, Massachusetts	$29.7M	+$506K	8	0.02%	Increased
59	CCI Columbus Circle Investors	$28.9M	-$14.1M	1	0.21%	Reduced
60	Apex Capital Management Dayton, Ohio	$28M	+$1.96M	1	0.84%	Increased
61	PCM Penn Capital Management Philadelphia, Pennsylvania	$27.5M	+$1.42M	3	1.15%	Increased
62	Barclays London, United Kingdom	$26.6M	+$1.4M	8	0.03%	Increased
63	Munder Capital Management Birmingham, Michigan	$26.3M	+$4.29M	2	0.2%	Increased
64	CC Clearline Capital New York	$26.3M	-$8.43M	1	4.23%	Reduced
65	Deutsche Bank Frankfurt Am Main Ge, Germany	$26.2M	-$31.8M	7	0.02%	Reduced
66	VOYA Investment Management Atlanta, Georgia	$26M	+$314K	4	0.06%	Increased
67	Jane Street New York	$24.5M	+$21.6M	3	0.25%	Increased
68	Managed Account Advisors Jersey City, New Jersey	$24.3M	-$6.11M	6	0.03%	Reduced
69	Capital Research Global Investors Los Angeles, California	$24.2M	$0	1	0.01%	Maintained
70	BCM BBT Capital Management Fort Worth, Texas	$24M	+$2.94M	1	1.31%	Increased
71	Millennium Management New York	$23.8M	-$16.2M	7	0.06%	Reduced
72	BlackRock Group London, United Kingdom	$23.7M	-$11.8M	6	0.01%	Reduced
73	Wells Fargo San Francisco, California	$23.1M	-$797K	8	0.01%	Reduced
74	BlackRock Investment Management Wilmington, Delaware	$22.6M	-$13.4M	8	0.03%	Reduced
75	Waddell & Reed Financial Overland Park, Kansas	$22.4M	+$5.02M	2	0.03%	Increased