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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	Jane Street New York	$92.7M	-$1.12M	7	0.02%	Reduced
102	Penserra Capital Management Orinda, California	$92.1M	+$44.6M	5	1.29%	Increased
103	Diamond Hill Capital Management Columbus, Ohio	$90.1M	+$2.29M	2	0.41%	Increased
104	CloudAlpha Capital Management Hong Kong	$89.5M	+$47.1M	3	4.65%	Increased
105	California Public Employees Retirement System Sacramento, California	$89.3M	+$13.4M	5	0.06%	Increased
106	Wells Fargo San Francisco, California	$88.4M	+$11.1M	9	0.02%	Increased
107	1832 Asset Management Toronto, Ontario, Canada	$86.7M	+$55.1M	2	0.07%	New
108	BPIA Broad Peak Investment Advisers Singapore	$86.2M	+$67.1M	2	26.87%	New
109	Barclays London, United Kingdom	$85.2M	+$12.3M	9	0.02%	Increased
110	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$83.6M	-$56.2M	3	0.16%	Reduced
111	Tudor Investment Corp Stamford, Connecticut	$78.5M	+$9.4M	6	0.17%	Increased
112	Wealth Enhancement Advisory Services Plymouth, Minnesota	$76.8M	+$4.65M	6	0.13%	Increased
113	Citigroup New York	$76.2M	-$51.1M	10	0.04%	Reduced
114	Russell Investments Group London, United Kingdom	$76.2M	+$11.8M	9	0.1%	Increased
115	NGM North Growth Management Vancouver, British Columbia, Canada	$75.8M	-$1.58M	3	14.23%	Reduced
116	DCM Divisar Capital Management San Francisco, California	$74.9M	+$5.98M	2	17.32%	Increased
117	Woodline Partners San Francisco, California	$73.4M	-$31.4M	3	0.39%	Reduced
118	Primecap Management Pasadena, California	$71.9M	-$4.08M	2	0.06%	Reduced
119	Silvercrest Asset Management New York	$70.8M	+$4.23M	5	0.48%	Increased
120	Natixis Advisors Boston, Massachusetts	$70.6M	+$27.1M	6	0.11%	Increased
121	Royce & Associates New York	$69.7M	+$2.76M	3	0.72%	Increased
122	Assenagon Asset Management Senningerberg, Luxembourg	$69M	+$28.8M	3	0.1%	Increased
123	Fred Alger Management New York	$69M	+$11.8M	2	0.31%	Increased
124	Squarepoint New York	$68.7M	-$42.8M	9	0.07%	Reduced
125	DG DigitalBridge Group Boca Raton, Florida	$67.2M	-$8.98M	2	6.61%	Reduced