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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	D.E. Shaw & Co New York	$61M	-$20.3M	7	0.06%	Reduced
77	Snyder Capital Management San Francisco, California	$59.4M	-$638K	1	1.27%	Reduced
78	Emerald Advisers Leola, Pennsylvania	$58.1M	+$586K	4	2.54%	Increased
79	New York State Common Retirement Fund Albany, New York	$56.6M	+$6.05M	8	0.07%	Increased
80	Channing Capital Management Chicago, Illinois	$55.5M	-$22.7M	2	1.7%	Reduced
81	Swiss National Bank Zurich, Switzerland	$54.6M	+$1.56M	8	0.04%	Increased
82	Penserra Capital Management Orinda, California	$53M	+$2.58M	7	1.05%	Increased
83	NGM North Growth Management Vancouver, British Columbia, Canada	$51.2M	+$2.03M	3	10.5%	Increased
84	VOYA Investment Management Atlanta, Georgia	$50.8M	-$2.46M	8	0.05%	Reduced
85	Voloridge Investment Management Jupiter, Florida	$50.4M	+$13.6M	5	0.24%	Increased
86	Wells Fargo San Francisco, California	$48.9M	+$1.84M	11	0.01%	Increased
87	Legal & General Group London, United Kingdom	$48.1M	+$3.01M	8	0.02%	Increased
88	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$48M	-$84.6M	6	0.06%	Reduced
89	GF Greenhouse Funds Baltimore, Maryland	$47.9M	+$10.3M	1	3.74%	Increased
90	Schonfeld Strategic Advisors New York	$47.8M	-$25.4M	6	0.41%	Reduced
91	Vaughan Nelson Investment Management Houston, Texas	$47.2M	+$34.3M	1	0.52%	New
92	Truist Financial Charlotte, North Carolina	$46.7M	-$4.82M	5	0.08%	Reduced
93	Envestnet Asset Management Chicago, Illinois	$46.2M	-$21M	8	0.02%	Reduced
94	Jane Street New York	$45.6M	+$21.8M	11	0.02%	Increased
95	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$45M	-$53.1K	3	2.44%	Reduced
96	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$43.7M	+$4.33M	9	0.02%	Increased
97	Axa Paris, France	$43.3M	+$2.27M	1	0.14%	Increased
98	Squarepoint New York	$41.5M	+$12.9M	8	0.13%	Increased
99	Robeco Schweiz Zurich, Switzerland	$41.5M	$0	1	0.62%	Maintained
100	Deutsche Bank Frankfurt Am Main Ge, Germany	$40.3M	-$15M	10	0.02%	Reduced