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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	Robeco Schweiz Zurich, Switzerland	$178M	-$88.8M	2	3.77%	Reduced
127	TA Trivest Advisors Hong Kong	$178M	+$47.3M	3	12.83%	Increased
128	Primecap Management Pasadena, California	$176M	-$23M	2	0.14%	Reduced
129	HRT Financial New York	$176M	+$49.9M	7	0.44%	Increased
130	Freestone Grove Partners San Francisco, California	$176M	-$12.2M	5	1.24%	Reduced
131	E Fund Management Guangzhou, China	$175M	+$138M	3	5.2%	New
132	Lord, Abbett & Co Jersey City, New Jersey	$173M	-$33.7M	5	0.57%	Reduced
133	AHT Amanah Holdings Trust London,	$173M	$0	2	18.99%	Maintained
134	Thrivent Financial for Lutherans Minneapolis, Minnesota	$170M	-$25.3M	5	0.32%	Reduced
135	TD Asset Management Toronto, Ontario, Canada	$170M	+$4.29M	6	0.14%	Increased
136	Rokos Capital Management (UK) London, United Kingdom	$166M	-$163M	3	1.25%	Reduced
137	ARGA Investment Management Stamford, Connecticut	$164M	+$93.5M	1	5.38%	Increased
138	Defiance ETFs New York	$164M	-$8.6M	7	2.34%	Reduced
139	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$162M	+$51.1M	4	0.12%	Increased
140	Artemis Investment Management Edinburgh, United Kingdom	$150M	+$46.7M	2	1.59%	Increased
141	BWC Blue Whale Capital London, United Kingdom	$149M	+$40M	1	7.09%	Increased
142	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$146M	-$153K	6	0.25%	Reduced
143	TAA Turiya Advisors Asia Hong Kong	$145M	+$133M	1	29.31%	New
144	Munro Partners Melbourne, Australia	$145M	+$13.2M	3	4.91%	Increased
145	Snyder Capital Management San Francisco, California	$145M	-$87.3M	1	2.81%	Reduced
146	Wealth Enhancement Advisory Services Plymouth, Minnesota	$144M	-$130M	8	0.29%	Reduced
147	Fisher Asset Management Camas, Washington	$143M	-$283M	3	0.05%	Reduced
148	Aspex Management (HK) Central, Hong Kong	$143M	-$263M	1	2.08%	Reduced
149	State Board of Administration of Florida Retirement System Tallahassee, Florida	$142M	+$4.15M	7	0.27%	Increased
150	AG Avala Global New York	$142M	-$14.2M	1	6.82%	Reduced