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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	Bank of Montreal Toronto, Ontario, Canada	$52.3M	+$28.1M	8	0.03%	Increased
102	Wealth Enhancement Advisory Services Plymouth, Minnesota	$51.5M	+$544K	5	0.1%	Increased
103	Jane Street New York	$51.4M	-$6.25M	10	0.01%	Reduced
104	Lord, Abbett & Co Jersey City, New Jersey	$50.5M	-$80.3M	2	0.18%	Reduced
105	BNP Paribas Financial Markets Paris, France	$50.3M	-$3.58M	9	0.03%	Reduced
106	Polar Asset Management Partners Toronto, Ontario, Canada	$50.3M	+$32.9M	2	1.16%	Increased
107	Two Sigma Advisers New York	$50.1M	-$20M	4	0.11%	Reduced
108	Rokos Capital Management (UK) London, United Kingdom	$49.7M	-$14.6M	2	0.51%	Reduced
109	Russell Investments Group London, United Kingdom	$49.5M	-$9.53M	9	0.07%	Reduced
110	Royce & Associates New York	$49.5M	+$13.1M	4	0.54%	Increased
111	Acadian Asset Management Boston, Massachusetts	$49.4M	+$43.9M	3	0.14%	Increased
112	Wells Fargo San Francisco, California	$48.3M	-$2.01M	9	0.01%	Reduced
113	Jump Financial Chicago, Illinois	$47.8M	+$48.9M	5	0.63%	Increased
114	Primecap Management Pasadena, California	$47.1M	-$4.16M	2	0.04%	Reduced
115	California Public Employees Retirement System Sacramento, California	$45.9M	+$8.06M	5	0.03%	Increased
116	Schonfeld Strategic Advisors New York	$45.8M	-$35M	6	0.28%	Reduced
117	LMR Partners London, United Kingdom	$45.7M	+$25.8M	4	0.43%	Increased
118	ACB Aristotle Capital Boston Boston, Massachusetts	$45.6M	-$14.5M	2	2.28%	Reduced
119	Silvercrest Asset Management New York	$45M	-$46.2M	5	0.32%	Reduced
120	Royal Bank of Canada Toronto, Ontario, Canada	$44.5M	-$455K	11	0.01%	Reduced
121	Cubist Systematic Strategies Stamford, Connecticut	$44.5M	+$33.2M	7	0.27%	Increased
122	Victory Capital Management San Antonio, Texas	$43.4M	-$35.1M	7	0.04%	Reduced
123	Vaughan Nelson Investment Management Houston, Texas	$43M	-$7.82M	2	0.43%	Reduced
124	Barclays London, United Kingdom	$42.3M	-$12.5M	9	0.01%	Reduced
125	Fisher Asset Management Camas, Washington	$41.8M	-$1.31M	1	0.02%	Reduced