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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	Assenagon Asset Management Senningerberg, Luxembourg	$181M	+$45.2M	4	0.25%	Increased
77	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$181M	-$63.4M	7	0.15%	Reduced
78	Emerald Advisers Leola, Pennsylvania	$180M	-$54.3M	4	5.76%	Reduced
79	Frontier Capital Management Boston, Massachusetts	$178M	+$27.1M	3	1.6%	Increased
80	Slate Path Capital New York	$177M	-$7.42M	1	2.75%	Reduced
81	WAM WT Asset Management Hong Kong	$174M	+$108M	4	8.05%	Increased
82	Fisher Asset Management Camas, Washington	$174M	+$11.7M	3	0.06%	Increased
83	FFM FengHe Fund Management Singapore	$173M	+$21.3M	4	15.81%	Increased
84	Legal & General Group London, United Kingdom	$163M	+$25.1M	8	0.04%	Increased
85	Rokos Capital Management (UK) London, United Kingdom	$160M	-$115M	3	0.69%	Reduced
86	Lord, Abbett & Co Jersey City, New Jersey	$159M	-$18.4M	3	0.47%	Reduced
87	Swiss National Bank Zurich, Switzerland	$157M	+$2.85M	7	0.09%	Increased
88	Amundi Paris, France	$157M	+$86.7M	4	0.05%	Increased
89	Qube Research & Technologies (QRT) London, United Kingdom	$154M	+$68.5M	6	0.16%	Increased
90	VOYA Investment Management Atlanta, Georgia	$150M	-$19.7M	7	0.15%	Reduced
91	Susquehanna International Group Bala Cynwyd, Pennsylvania	$150M	+$3.5M	10	0.02%	Increased
92	SEI Investments Oaks, Pennsylvania	$146M	-$2.49M	6	0.16%	Reduced
93	ClearBridge Investments New York	$142M	+$63.1M	2	0.11%	Increased
94	Wealth Enhancement Advisory Services Plymouth, Minnesota	$137M	-$626K	6	0.21%	Reduced
95	BPIA Broad Peak Investment Advisers Singapore	$137M	+$10.4M	3	38.23%	Increased
96	Snyder Capital Management San Francisco, California	$135M	-$2.09M	1	2.56%	Reduced
97	California Public Employees Retirement System Sacramento, California	$130M	+$2.27M	5	0.08%	Increased
98	Federated Hermes Pittsburgh, Pennsylvania	$129M	+$78.3M	6	0.23%	Increased
99	SM Senvest Management New York	$126M	-$80.2M	1	4.05%	Reduced
100	Bank of Montreal Toronto, Ontario, Canada	$123M	+$43.6M	6	0.05%	Increased