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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	BWC Blue Whale Capital London, United Kingdom	$51.3M	+$35.8M	1	2.63%	New
227	Teacher Retirement System of Texas Austin, Texas	$51.1M	+$27.5M	6	0.18%	Increased
228	Quantinno Capital Management New York	$50.3M	+$9.9M	8	0.1%	Increased
229	Clear Street New York	$50.3M	+$43.7M	1	0.19%	Increased
230	SC Styrax Capital New York	$49.8M	+$34.7M	1	3.82%	New
231	ARGA Investment Management Stamford, Connecticut	$49.5M	+$47.4M	1	1.35%	New
232	Capitolis Liquid Global Markets New York	$49.5M	+$33.6M	2	0.3%	Increased
233	SCS Syquant Capital SAS Paris, France	$49.2M	+$52.6M	1	6.02%	New
234	Samlyn Capital New York	$49M	+$39.7M	1	0.78%	New
235	Renaissance Technologies New York	$49M	-$8.22M	4	0.08%	Reduced
236	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$48.7M	-$13M	1	5.55%	Reduced
237	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$48.5M	-$1.14M	7	0.4%	Reduced
238	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$48.3M	-$30.2M	1	0.41%	Reduced
239	Liontrust Investment Partners London, United Kingdom	$48M	+$32.1M	4	0.71%	Increased
240	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$47M	+$24M	4	0.08%	Increased
241	Becker Capital Management Portland, Oregon	$46.9M	-$3.42M	1	1.34%	Reduced
242	Calamos Advisors Naperville, Illinois	$46.6M	-$15.6M	5	0.18%	Reduced
243	Ceredex Value Advisors Orlando, Florida	$46.4M	+$44.5M	1	1.4%	New
244	Canada Life Winnipeg, Manitoba, Canada	$46.4M	-$5.7M	4	0.08%	Reduced
245	Handelsbanken Fonder Stockholm, Sweden	$45.6M	+$16.6M	4	0.14%	Increased
246	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$45.6M	-$1.23M	3	3.15%	Reduced
247	SFM Systematic Financial Management Teaneck, New Jersey	$45.3M	-$7.45M	3	1.07%	Reduced
248	Amalgamated Bank New York	$44.9M	-$828K	7	0.32%	Reduced
249	DSCM Divisadero Street Capital Management Miami, Florida	$44.7M	-$10.7M	2	2.09%	Reduced
250	Korea Investment Corp Seoul, South Korea	$44.6M	+$40.5M	2	0.09%	New