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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	American Century Companies Kansas City, Missouri	$173M	-$127M	8	0.1%	Reduced
52	Tudor Investment Corp Stamford, Connecticut	$169M	-$4.39M	6	0.64%	Reduced
53	Swedbank Stockholm, Sweden	$167M	-$40.5M	1	0.21%	Reduced
54	Oaktree Capital Management Los Angeles, California	$165M	$0	1	2.94%	Maintained
55	William Blair Investment Management Chicago, Illinois	$165M	-$55.2M	2	0.4%	Reduced
56	Jennison Associates New York	$162M	-$63.5M	3	0.1%	Reduced
57	Lord, Abbett & Co Jersey City, New Jersey	$161M	+$22.3M	3	0.51%	Increased
58	Atreides Management Boston, Massachusetts	$154M	-$149M	2	3.37%	Reduced
59	GW&K Investment Management Boston, Massachusetts	$151M	-$1.11M	2	1.28%	Reduced
60	UBS AM Chicago, Illinois	$147M	+$17.3M	7	0.03%	Increased
61	Alyeska Investment Group Chicago, Illinois	$146M	-$146M	3	0.55%	Reduced
62	Janus Henderson Group London,	$137M	+$22.1M	7	0.07%	Increased
63	Citigroup New York	$137M	+$39.6M	12	0.08%	Increased
64	SM Senvest Management New York	$134M	-$27.2M	1	4.12%	Reduced
65	Raymond James Financial St Petersburg, Florida	$134M	+$120M	10	0.05%	New
66	Fidelity International Hamilton, Bermuda	$133M	-$79.3M	2	0.12%	Reduced
67	Westfield Capital Management Boston, Massachusetts	$131M	-$93.5M	2	0.57%	Reduced
68	Stephens Investment Management Group Houston, Texas	$131M	+$57.1M	3	1.75%	Increased
69	RhumbLine Advisers Boston, Massachusetts	$125M	-$165K	10	0.11%	Reduced
70	Voloridge Investment Management Jupiter, Florida	$121M	-$624K	4	0.43%	Reduced
71	ACM Analog Century Management New York	$114M	-$17.9M	2	7.61%	Reduced
72	Silvercrest Asset Management New York	$113M	-$31.1M	6	0.75%	Reduced
73	Marshall Wace London, United Kingdom	$111M	+$90.1M	6	0.13%	Increased
74	IAM Ion Asset Management Herzliya, Israel	$110M	-$9.4M	2	6.4%	Reduced
75	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$108M	-$22.6M	4	6.58%	Reduced