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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
126	Victory Capital Management San Antonio, Texas	$274M	+$63M	9	0.15%	Increased
127	Fred Alger Management New York	$268M	+$213M	5	0.89%	Increased
128	Holocene Advisors New York	$257M	-$275M	5	0.58%	Reduced
129	Stifel Financial St. Louis, Missouri	$252M	+$24M	9	0.21%	Increased
130	1832 Asset Management Toronto, Ontario, Canada	$251M	-$134M	2	0.13%	Reduced
131	Frontier Capital Management Boston, Massachusetts	$251M	+$117M	5	2.34%	Increased
132	Penserra Capital Management Orinda, California	$250M	-$53.4M	7	1.92%	Reduced
133	Royal London Asset Management United Kingdom	$247M	+$115M	4	0.46%	Increased
134	Lord, Abbett & Co Jersey City, New Jersey	$246M	-$15.8M	5	0.7%	Reduced
135	New York State Common Retirement Fund Albany, New York	$245M	-$36.8M	10	0.31%	Reduced
136	TAA Turiya Advisors Asia Hong Kong	$244M	+$3.27M	1	55.43%	Increased
137	State Board of Administration of Florida Retirement System Tallahassee, Florida	$243M	+$32.9M	7	0.4%	Increased
138	Thrivent Financial for Lutherans Minneapolis, Minnesota	$237M	-$41.2M	6	0.4%	Reduced
139	Lazard Asset Management New York	$231M	+$2.3M	8	0.35%	Increased
140	Robeco Institutional Asset Management Rotterdam, Netherlands	$226M	+$57.2M	4	0.28%	Increased
141	Woodline Partners San Francisco, California	$226M	+$169M	4	0.7%	Increased
142	Man Group London, United Kingdom	$225M	+$140M	7	0.36%	Increased
143	Capstone Investment Advisors New York	$220M	+$212M	5	0.41%	Increased
144	Dodge & Cox San Francisco, California	$215M	-$5.22M	1	0.11%	Reduced
145	Defiance ETFs New York	$215M	-$42.8M	6	2.91%	Reduced
146	AHT Amanah Holdings Trust London,	$214M	$0	2	12.57%	Maintained
147	Danske Bank Copenhagen K, Denmark	$214M	+$91.8M	4	0.42%	Increased
148	Nomura Asset Management Tokyo, Japan	$214M	+$38.5M	5	0.46%	Increased
149	Aviva London, United Kingdom	$208M	+$45.8M	4	0.31%	Increased
150	Castle Hook Partners New York	$207M	+$16.4M	3	0.95%	Increased