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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
201	NGM North Growth Management Vancouver, British Columbia, Canada	$139M	-$28.8M	3	17.78%	Reduced
202	Nissay Asset Management Tokyo, Japan	$138M	+$43.6M	5	0.58%	Increased
203	Gotham Asset Management New York	$137M	-$11.8M	6	0.32%	Reduced
204	Public Employees Retirement Association of Colorado Denver, Colorado	$135M	+$30.1M	7	0.47%	Increased
205	TAM Talos Asset Management New York	$134M	+$29.4M	4	19.02%	Increased
206	Nordea Investment Management Stockholm, Sweden	$133M	+$76.8M	4	0.11%	Increased
207	Bank of Nova Scotia Toronto, Ontario, Canada	$132M	+$104M	5	0.2%	Increased
208	Creative Planning Overland Park, Kansas	$132M	+$18.1M	9	0.08%	Increased
209	Vanguard Investments Australia Victoria, Australia	$131M	+$9M	8	0.33%	Increased
210	TC Tairen Capital Hong Kong	$131M	+$73.9M	4	11.53%	Increased
211	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$130M	+$15.8M	7	0.28%	Increased
212	AL Arnhold LLC New York	$129M	-$33.2M	2	9.05%	Reduced
213	Braun Stacey Associates New York	$128M	-$17.1M	2	3.62%	Reduced
214	Mariner Overland Park, Kansas	$127M	+$20.5M	8	0.13%	Increased
215	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$126M	-$172M	5	0.15%	Reduced
216	Canada Life Winnipeg, Manitoba, Canada	$125M	+$45.4M	4	0.2%	Increased
217	WPC Waters Parkerson & Co New Orleans, Louisiana	$125M	-$34.2M	1	6.16%	Reduced
218	Jupiter Asset Management London, United Kingdom	$124M	+$122M	4	0.62%	Increased
219	Credit Agricole Montrouge Cedex, France	$124M	+$52.7M	7	0.25%	Increased
220	Bridgewater Associates Westport, Connecticut	$120M	-$252M	4	0.49%	Reduced
221	Treasurer of the State of North Carolina Raleigh, North Carolina	$120M	+$19.3M	6	0.31%	Increased
222	AGF Management Toronto, Ontario, Canada	$118M	-$257M	2	0.46%	Reduced
223	KLP Kapitalforvaltning Oslo, Norway	$118M	+$17.5M	8	0.38%	Increased
224	W.H. Reaves & Co Jersey City, New Jersey	$118M	+$852K	2	1.79%	Increased
225	DG DigitalBridge Group Boca Raton, Florida	$118M	-$5.69M	2	7.04%	Reduced