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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	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$23.4M	-$35.3K	2	1.8%	Reduced
227	Artemis Investment Management Edinburgh, United Kingdom	$23.4M	-$14.5M	1	0.3%	Reduced
228	PEAK6 Chicago, Illinois	$23.4M	+$6.1M	4	0.04%	Increased
229	SC Shellback Capital Boston, Massachusetts	$23.1M	+$8.56M	1	1.54%	Increased
230	PCM Penn Capital Management Philadelphia, Pennsylvania	$23M	+$398K	1	1.99%	Increased
231	Peregrine Capital Management Minneapolis, Minnesota	$22.7M	-$4.01M	2	0.68%	Reduced
232	Federated Hermes Pittsburgh, Pennsylvania	$22.6M	-$3.47M	6	0.04%	Reduced
233	TC TwinBeech Capital Purchase, New York	$22.5M	-$19.8M	1	0.51%	Reduced
234	ACMH Andar Capital Management (HK) Hong Kong	$22.1M	+$1.66M	3	25.84%	Increased
235	Fidelity International Hamilton, Bermuda	$22.1M	+$2.61M	1	0.02%	Increased
236	HP Harvey Partners Tarrytown, New York	$21.8M	+$136K	1	2.14%	Increased
237	Williams Jones Wealth Management New York	$21.6M	-$306K	1	0.26%	Reduced
238	LCG Lisanti Capital Growth New York	$21.6M	+$8.95M	4	5.98%	Increased
239	Caxton Associates (UK) London,	$20.9M	+$9.38M	2	0.53%	Increased
240	VARA Value Aligned Research Advisors Princeton, New Jersey	$20.7M	-$47.9M	1	0.44%	Reduced
241	First Eagle Investment Management New York	$20.7M	+$8.71M	3	0.04%	Increased
242	Canada Life Winnipeg, Manitoba, Canada	$20.6M	-$437K	4	0.03%	Reduced
243	Perpetual Ltd Sydney, New South Wales, Australia	$20.4M	+$1.03M	1	0.24%	Increased
244	SummitTX Capital Fort Worth, Texas	$19.6M	-$4.03M	3	0.85%	Reduced
245	Foundations Investment Advisors Phoenix, Arizona	$19.6M	+$1.9M	1	0.31%	Increased
246	Adage Capital Partners Boston, Massachusetts	$19.4M	-$576K	1	0.03%	Reduced
247	IEQ Capital Foster City, California	$19.3M	-$4.5M	4	0.12%	Reduced
248	MCM Maytus Capital Management New York	$19.2M	+$9.53M	2	3.54%	Increased
249	Amalgamated Bank New York	$19.1M	+$178K	7	0.15%	Increased
250	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$19.1M	+$1.62M	7	0.18%	Increased