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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	Marex Group London,	$631M	+$493M	7	3.99%	Increased
52	Raymond James Financial St Petersburg, Florida	$625M	-$63.1M	10	0.19%	Reduced
53	Millennium Management New York	$612M	-$384M	10	0.25%	Reduced
54	Assenagon Asset Management Senningerberg, Luxembourg	$611M	-$274M	7	0.93%	Reduced
55	Amundi Paris, France	$595M	-$48.3M	7	0.16%	Reduced
56	Whale Rock Capital Management Boston, Massachusetts	$583M	-$143M	3	7.53%	Reduced
57	BNP Paribas Asset Management Paris, France	$549M	-$224M	8	0.64%	Reduced
58	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$532M	-$159M	3	1.74%	Reduced
59	Oberweis Asset Management Lisle, Illinois	$530M	+$62.1M	4	15.65%	Increased
60	Susquehanna International Group Bala Cynwyd, Pennsylvania	$529M	+$119M	10	0.06%	Increased
61	HSBC Holdings London, United Kingdom	$517M	+$263M	7	0.27%	Increased
62	Fuller & Thaler Asset Management San Mateo, California	$514M	-$199M	2	1.73%	Reduced
63	Pzena Investment Management New York	$510M	-$209M	1	1.66%	Reduced
64	Swiss National Bank Zurich, Switzerland	$503M	+$85.7M	7	0.29%	Increased
65	American Century Companies Kansas City, Missouri	$499M	+$57.8M	8	0.26%	Increased
66	Wells Fargo San Francisco, California	$497M	+$124M	10	0.09%	Increased
67	Marshall Wace London, United Kingdom	$472M	+$127M	9	0.47%	Increased
68	Swedbank Stockholm, Sweden	$443M	+$54.3M	5	0.47%	Increased
69	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$435M	+$261M	5	0.28%	Increased
70	Clear Street New York	$419M	+$327M	4	1.7%	Increased
71	Driehaus Capital Management Chicago, Illinois	$412M	-$126M	4	3.03%	Reduced
72	Royal Bank of Canada Toronto, Ontario, Canada	$400M	+$72.1M	10	0.07%	Increased
73	DZ Bank Frankfurt Am Main, Germany	$396M	+$321M	4	0.35%	Increased
74	ACM Analog Century Management New York	$388M	-$231M	4	18.53%	Reduced
75	AC Anther Capital Hong Kong,	$386M	+$301M	3	10.09%	New