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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
226	SRFM Shannon River Fund Management New York	$116M	+$65.3M	3	10.37%	Increased
227	MC Maplelane Capital New York	$114M	-$69M	2	2.07%	Reduced
228	Osaic Holdings Scottsdale, Arizona	$112M	+$24.9M	11	0.13%	Increased
229	Asset Management One Tokyo, Japan	$111M	+$11.9M	5	0.28%	Increased
230	ProShare Advisors Bethesda, Maryland	$110M	+$63M	7	0.16%	Increased
231	Bank Julius Baer & Co Zurich, Switzerland	$110M	+$98.9M	4	0.28%	Increased
232	ECP Electron Capital Partners New York	$109M	-$61.9M	1	4.36%	Reduced
233	SCM Spyglass Capital Management San Francisco, California	$109M	-$37.6M	1	5.91%	Reduced
234	Storebrand Asset Management Lysaker, Norway	$108M	+$6.4M	4	0.27%	Increased
235	Snyder Capital Management San Francisco, California	$107M	-$119M	1	1.85%	Reduced
236	Jain Global New York	$107M	+$54.7M	4	0.42%	Increased
237	MLCM M & L Capital Management London, United Kingdom	$104M	+$13.7M	4	28.03%	Increased
238	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$103M	+$14.3M	7	0.3%	Increased
239	SEP Soma Equity Partners San Francisco, California	$103M	+$91.5M	2	7.18%	New
240	Chevy Chase Trust Bethesda, Maryland	$103M	+$2.33M	3	0.27%	Increased
241	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$103M	-$19.2M	5	0.19%	Reduced
242	Freestone Grove Partners San Francisco, California	$102M	-$128M	3	0.66%	Reduced
243	Jones Financial Companies Des Peres, Missouri	$101M	+$31.7M	10	0.04%	Increased
244	DnB Asset Management Oslo, Norway	$101M	-$7.54M	7	0.28%	Reduced
245	LBP AM Paris, France	$99.4M	+$38.5M	3	0.99%	Increased
246	Nykredit A/S Nordhavn, Denmark	$99.1M	+$99.4M	6	0.38%	New
247	Loomis, Sayles & Company Boston, Massachusetts	$98.4M	-$65.4M	3	0.12%	Reduced
248	PC Panview Capital Hong Kong	$96.2M	+$12.9M	2	16.93%	Increased
249	Geneva Capital Management Milwaukee, Wisconsin	$96.1M	-$30.2M	1	2.2%	Reduced
250	Artemis Investment Management Edinburgh, United Kingdom	$96.1M	-$122M	1	0.86%	Reduced