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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	Alyeska Investment Group Chicago, Illinois	$184M	-$233M	5	0.52%	Reduced
102	Snyder Capital Management San Francisco, California	$182M	-$40M	1	3.4%	Reduced
103	Squarepoint New York	$178M	+$98M	9	0.19%	Increased
104	LPL Financial San Diego, California	$176M	+$21.8M	10	0.05%	Increased
105	Bank of Montreal Toronto, Ontario, Canada	$160M	-$52.3M	9	0.06%	Reduced
106	Robeco Schweiz Zurich, Switzerland	$158M	-$19.6M	2	3.54%	Reduced
107	Thrivent Financial for Lutherans Minneapolis, Minnesota	$152M	+$10M	5	0.27%	Increased
108	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$150M	+$31.2M	7	0.15%	Increased
109	Emerald Advisers Leola, Pennsylvania	$149M	-$86.9M	3	4.6%	Reduced
110	Prudential Financial Newark, New Jersey	$149M	+$81.3M	5	0.18%	Increased
111	Envestnet Asset Management Chicago, Illinois	$146M	-$29.8M	9	0.04%	Reduced
112	BPIA Broad Peak Investment Advisers Singapore	$143M	-$89.3M	3	25.7%	Reduced
113	Penserra Capital Management Orinda, California	$142M	-$22.1M	5	1.69%	Reduced
114	Defiance ETFs New York	$138M	+$124M	5	4.52%	New
115	New York State Common Retirement Fund Albany, New York	$135M	-$15.1M	8	0.18%	Reduced
116	LMR Partners London, United Kingdom	$134M	-$28.6M	5	0.25%	Reduced
117	Frontier Capital Management Boston, Massachusetts	$134M	-$118M	3	1.42%	Reduced
118	Russell Investments Group London, United Kingdom	$133M	-$27.8M	8	0.14%	Reduced
119	Primecap Management Pasadena, California	$129M	-$22.8M	2	0.1%	Reduced
120	Two Sigma Investments New York	$127M	-$281M	9	0.18%	Reduced
121	TCW Group Los Angeles, California	$127M	-$21.3M	4	0.91%	Reduced
122	Vaughan Nelson Investment Management Houston, Texas	$127M	-$263M	2	1.24%	Reduced
123	Schonfeld Strategic Advisors New York	$126M	-$23.1M	7	0.56%	Reduced
124	Freestone Grove Partners San Francisco, California	$126M	-$156M	4	0.91%	Reduced
125	Retirement Systems of Alabama Montgomery, Alabama	$124M	-$127K	4	0.4%	Reduced