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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
1	Fidelity Investments Boston, Massachusetts	$431M	+$66.8M	6	0.06%	Increased
2	Vanguard Group Malvern, Pennsylvania	$410M	+$22.4M	7	0.03%	Increased
3	Arrowstreet Capital Boston, Massachusetts	$291M	+$2.06M	3	1.66%	Increased
4	FTCM Fir Tree Capital Management New York	$284M	+$47M	1	2.96%	Increased
5	BlackRock Fund Advisors San Francisco, California	$281M	+$28.5M	7	0.07%	Increased
6	SP Summit Partners Boston, Massachusetts	$265M	+$108K	1	85.28%	Increased
7	Dodge & Cox San Francisco, California	$258M	-$319M	1	0.24%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$235M	+$5.54M	4	0.05%	Increased
9	PC Perry Capital New York	$200M	+$69.2M	1	8.39%	Increased
10	Bank of New York Mellon New York	$198M	-$4.5M	8	0.05%	Reduced
11	JP Morgan Chase New York	$191M	-$97.8M	5	0.04%	Reduced
12	Royce & Associates New York	$190M	-$10.7M	6	0.66%	Reduced
13	Discovery Capital Management South Norwalk, Connecticut	$171M	+$97K	1	1.76%	Increased
14	BlackRock Institutional Trust San Francisco, California	$157M	-$6.34M	8	0.03%	Reduced
15	PIM Platinum Investment Management Sydney Australia 2000, Australia	$154M	+$678K	2	2.95%	Increased
16	Invesco Atlanta, Georgia	$144M	+$4.19M	8	0.06%	Increased
17	State Street Boston, Massachusetts	$143M	-$14.1M	7	0.01%	Reduced
18	Dimensional Fund Advisors Austin, Texas	$111M	-$8.95M	7	0.07%	Reduced
19	Northern Trust Chicago, Illinois	$105M	-$12.8M	8	0.03%	Reduced
20	Wellington Management Group Boston, Massachusetts	$102M	+$50.9M	2	0.03%	Increased
21	Renaissance Technologies New York	$98M	+$52.2M	7	0.24%	Increased
22	Folketrygdfondet Oslo Norway, Norway	$92.8M	+$95.5M	1	2.54%	New
23	TIAA CREF Investment Management New York	$90.6M	-$17.4M	7	0.06%	Reduced
24	Goldman Sachs New York	$90.5M	+$15.1M	6	0.03%	Increased
25	Kornitzer Capital Management Shawnee Mission, Kansas	$84.1M	-$10.5M	1	0.98%	Reduced