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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
251	Renaissance Technologies New York	$12M	-$28.3M	4	0.02%	Reduced
252	Mariner Overland Park, Kansas	$12M	+$1.21M	8	0.02%	Increased
253	Penserra Capital Management Orinda, California	$11.9M	-$48.3M	3	0.26%	Reduced
254	WCM Westerly Capital Management San Francisco, California	$11.8M	+$2.3M	2	6.65%	Increased
255	Ensign Peak Advisors Salt Lake City, Utah	$11.8M	-$741K	6	0.02%	Reduced
256	GCIA Gabelli & Co Investment Advisers Rye, New York	$11.7M	+$9.25M	2	2%	Increased
257	Arizona State Retirement System Phoenix, Arizona	$11.4M	+$305K	8	0.07%	Increased
258	VCM Valiant Capital Management San Francisco, California	$11.4M	-$2.02M	1	0.63%	Reduced
259	Calamos Advisors Naperville, Illinois	$11.2M	+$705K	4	0.05%	Increased
260	Williams Jones Wealth Management New York	$11.1M	+$9.5M	1	0.13%	New
261	SRC Shufro Rose & Co New York	$11.1M	$0	1	0.9%	Maintained
262	Glenmede Trust Philadelphia, Pennsylvania	$11M	-$5.54M	4	0.05%	Reduced
263	CCM Cinctive Capital Management New York	$10.8M	+$5.23M	3	0.59%	Increased
264	LI LMCG Investments Boston, Massachusetts	$10.7M	+$654K	1	0.64%	Increased
265	BC Belmont Capital Los Angeles, California	$10.7M	+$8.97M	1	1.77%	New
266	First Eagle Investment Management New York	$10.6M	-$2.43M	2	0.02%	Reduced
267	EI EAM Investors Solana Beach, California	$10.4M	-$99.4K	3	1.55%	Reduced
268	Mitsubishi UFJ Asset Management Tokyo, Japan	$10.3M	-$531K	6	0.01%	Reduced
269	Gabelli Funds Rye, New York	$10.2M	+$7.75M	2	0.07%	Increased
270	ExodusPoint Capital Management New York	$10.2M	-$8.4M	8	0.06%	Reduced
271	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$10.1M	-$6.82M	8	0.02%	Reduced
272	J. Safra Sarasin Holding	$10.1M	-$4.84M	1	0.17%	Reduced
273	Carnegie Investment Counsel Pepper Pike, Ohio	$9.99M	+$636K	2	0.29%	Increased
274	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$9.9M	-$204K	5	0.09%	Reduced
275	BCM Bienville Capital Management New York	$9.84M	+$8.41M	2	2.55%	New