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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
76	Balyasny Asset Management Chicago, Illinois	$598M	+$23.3M	9	0.75%	Increased
77	Mitsubishi UFJ Asset Management Tokyo, Japan	$595M	+$43.3M	7	0.33%	Increased
78	First Trust Advisors Wheaton, Illinois	$594M	+$19.3M	7	0.35%	Increased
79	Renaissance Technologies New York	$585M	+$12M	7	0.81%	Increased
80	Squarepoint New York	$570M	+$126M	10	0.63%	Increased
81	DZ Bank Frankfurt Am Main, Germany	$562M	+$37.3M	5	0.43%	Increased
82	Artisan Partners Milwaukee, Wisconsin	$525M	-$713M	3	0.83%	Reduced
83	RhumbLine Advisers Boston, Massachusetts	$524M	+$32.5M	10	0.4%	Increased
84	Winslow Capital Management Minneapolis, Minnesota	$511M	+$531M	1	1.76%	New
85	Pictet Asset Management Carouge, Switzerland	$505M	+$185M	8	0.48%	Increased
86	WAM WT Asset Management Hong Kong	$495M	-$1.42B	1	9.79%	Reduced
87	HRT Financial New York	$495M	+$167M	6	0.9%	Increased
88	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$494M	+$428M	2	7.96%	Increased
89	Vanguard Global Advisers Malvern, Pennsylvania	$489M	+$11M	8	0.23%	Increased
90	Alkeon Capital Management New York	$478M	+$463M	1	0.65%	New
91	California Public Employees Retirement System Sacramento, California	$462M	+$38.5M	5	0.26%	Increased
92	SEI Investments Oaks, Pennsylvania	$447M	+$72.5M	9	0.39%	Increased
93	Principal Financial Group Des Moines, Iowa	$445M	-$53.2M	7	0.22%	Reduced
94	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$443M	+$163M	4	0.29%	Increased
95	Axiom Investors Greenwich, Connecticut	$442M	+$437M	4	3.83%	Increased
96	Hood River Capital Management Palm Beach Gardens, Florida	$432M	+$7.54M	2	3.13%	Increased
97	Driehaus Capital Management Chicago, Illinois	$430M	-$228M	5	2.49%	Reduced
98	Bessemer Group Woodbridge, New Jersey	$424M	+$187M	7	0.58%	Increased
99	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$421M	+$65.9M	8	0.39%	Increased
100	Quadrature Capital London, United Kingdom	$416M	+$390M	5	3.56%	Increased