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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
176	ECP Electron Capital Partners New York	$108M	-$11M	1	4.21%	Reduced
177	Loomis, Sayles & Company Boston, Massachusetts	$108M	-$54.5M	3	0.14%	Reduced
178	TCG Tremblant Capital Group West Palm Beach, Florida	$107M	-$80.1M	1	3.45%	Reduced
179	Castle Hook Partners New York	$106M	+$74.7M	1	0.45%	Increased
180	MC Maplelane Capital New York	$106M	+$102M	1	3.8%	New
181	FFM FengHe Fund Management Singapore	$105M	-$358M	4	14.56%	Reduced
182	Royal London Asset Management United Kingdom	$105M	+$83M	4	0.22%	Increased
183	ARAM Ardmore Road Asset Management New York	$105M	+$1.65M	3	6.88%	Increased
184	LMR Partners London, United Kingdom	$104M	-$88.5M	6	0.23%	Reduced
185	Walleye Capital New York	$103M	-$11.6M	9	0.43%	Reduced
186	Zurich Cantonal Bank Zurich, Switzerland	$102M	+$11.6M	8	0.22%	Increased
187	Gotham Asset Management New York	$101M	-$7.07M	5	0.31%	Reduced
188	Foundations Investment Advisors Phoenix, Arizona	$101M	+$435K	4	1.25%	Increased
189	Voloridge Investment Management Jupiter, Florida	$100M	+$16.7M	5	0.4%	Increased
190	DG DigitalBridge Group Boca Raton, Florida	$99.1M	-$41.9M	2	6.25%	Reduced
191	WPC Waters Parkerson & Co New Orleans, Louisiana	$98.5M	-$6.95M	1	5.06%	Reduced
192	SC Styrax Capital New York	$98.4M	+$2.66M	1	6.87%	Increased
193	Eurizon Capital SGR SpA Milan,	$97.2M	+$88M	5	0.3%	Increased
194	OCMH Oxbow Capital Management (HK) Hong Kong	$96.5M	+$24.3M	1	26.01%	Increased
195	Tiger Global Management New York	$96.1M	+$75.2M	1	0.42%	New
196	TCW Group Los Angeles, California	$95.4M	-$114M	4	0.72%	Reduced
197	BPIA Broad Peak Investment Advisers Singapore	$94.2M	-$110M	4	19.12%	Reduced
198	IMC Chicago Chicago, Illinois	$93.6M	+$55.6M	6	0.03%	Increased
199	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$93M	-$24.2M	6	0.21%	Reduced
200	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$91M	+$64.6M	7	0.06%	Increased