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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	Lone Pine Capital Greenwich, Connecticut	$292M	+$204M	1	2.13%	New
52	Westfield Capital Management Boston, Massachusetts	$286M	+$26.8M	4	1.2%	Increased
53	Macquarie Group Sydney, NSW 2000, Australia	$285M	-$43.2M	5	0.33%	Reduced
54	Marshall Wace London, United Kingdom	$279M	+$127M	9	0.28%	Increased
55	Raymond James Financial St Petersburg, Florida	$276M	+$4.57M	10	0.09%	Increased
56	Vaughan Nelson Investment Management Houston, Texas	$268M	-$83.1M	2	2.44%	Reduced
57	Balyasny Asset Management Chicago, Illinois	$253M	-$52.4M	8	0.32%	Reduced
58	Rafferty Asset Management New York	$252M	+$226M	4	0.82%	Increased
59	Whale Rock Capital Management Boston, Massachusetts	$244M	-$3.59M	2	2.88%	Reduced
60	Deutsche Bank Frankfurt Am Main Ge, Germany	$236M	+$47.6M	8	0.08%	Increased
61	Two Sigma Advisers New York	$233M	+$34.6M	4	0.47%	Increased
62	Principal Financial Group Des Moines, Iowa	$229M	-$5.28M	6	0.12%	Reduced
63	Sachem Head Capital Management New York	$219M	-$23.7M	1	6.19%	Reduced
64	Oberweis Asset Management Lisle, Illinois	$218M	-$6.83M	4	8.36%	Reduced
65	Swedbank Stockholm, Sweden	$214M	-$50.3M	2	0.22%	Reduced
66	Freestone Grove Partners San Francisco, California	$203M	-$71.9M	4	1.52%	Reduced
67	Citigroup New York	$201M	+$86.9M	10	0.09%	Increased
68	Janus Henderson Group London,	$201M	+$11.9M	7	0.09%	Increased
69	Royal Bank of Canada Toronto, Ontario, Canada	$200M	+$11.5M	11	0.03%	Increased
70	UBS AM Chicago, Illinois	$199M	-$107M	7	0.04%	Reduced
71	Jane Street New York	$196M	+$37.8M	10	0.03%	Increased
72	Stephens Investment Management Group Houston, Texas	$189M	-$2.69M	4	2.45%	Reduced
73	RhumbLine Advisers Boston, Massachusetts	$186M	-$379K	9	0.15%	Reduced
74	GW&K Investment Management Boston, Massachusetts	$186M	+$18.5M	4	1.64%	Increased
75	First Trust Advisors Wheaton, Illinois	$182M	+$30M	7	0.14%	Increased