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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
101	Pinnacle Associates New York	$78.8M	-$34.1M	3	1.07%	Reduced
102	Woodline Partners San Francisco, California	$76.8M	+$47.1M	2	0.52%	Increased
103	NM NWI Management New York	$76.7M	$0	1	3.38%	Maintained
104	Barclays London, United Kingdom	$75.9M	-$629K	10	0.02%	Reduced
105	Primecap Management Pasadena, California	$75.6M	+$16.2M	2	0.06%	Increased
106	ACB Aristotle Capital Boston Boston, Massachusetts	$74.9M	-$25.5M	2	2.78%	Reduced
107	DG DigitalBridge Group Boca Raton, Florida	$73.7M	-$8.74M	2	5.27%	Reduced
108	Wells Fargo San Francisco, California	$72.7M	-$2.39M	10	0.02%	Reduced
109	Retirement Systems of Alabama Montgomery, Alabama	$72.4M	-$12.7M	4	0.27%	Reduced
110	Glazer Capital LLC New York	$71.9M	+$67.7M	1	4.87%	New
111	Wealth Enhancement Advisory Services Plymouth, Minnesota	$71.5M	-$375K	4	0.14%	Reduced
112	Fuller & Thaler Asset Management San Mateo, California	$71M	+$5.4M	4	0.27%	Increased
113	Vaughan Nelson Investment Management Houston, Texas	$67.8M	+$10.3M	1	0.63%	Increased
114	Russell Investments Group London, United Kingdom	$66.2M	+$15.4M	10	0.09%	Increased
115	Royce & Associates New York	$65.2M	-$51.8M	4	0.61%	Reduced
116	1832 Asset Management Toronto, Ontario, Canada	$63.8M	+$11.6M	1	0.05%	Increased
117	Kovitz Investment Group Partners Chicago, Illinois	$61.6M	+$48.4M	3	0.3%	Increased
118	Brown Advisory Baltimore, Maryland	$60.7M	-$30.9M	2	0.08%	Reduced
119	Jefferies Financial Group New York	$60M	+$21.5M	4	0.36%	Increased
120	PHK Point72 Hong Kong Hong Kong	$59M	+$3.37M	4	3.6%	Increased
121	Fisher Asset Management Camas, Washington	$57.7M	+$8.48M	1	0.02%	Increased
122	California Public Employees Retirement System Sacramento, California	$57.7M	-$16.7M	4	0.04%	Reduced
123	CloudAlpha Capital Management Hong Kong	$57.4M	+$31.5M	4	4.12%	Increased
124	Magnetar Financial Evanston, Illinois	$56.8M	+$57.7M	3	1.31%	New
125	Royal Bank of Canada Toronto, Ontario, Canada	$56.2M	-$21.3M	12	0.01%	Reduced