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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	Granahan Investment Management Waltham, Massachusetts	$26.6M	+$6.92M	4	1.09%	Increased
252	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$26.3M	-$29M	1	1.64%	Reduced
253	Truist Financial Charlotte, North Carolina	$25.9M	-$3.6M	7	0.04%	Reduced
254	PCMH Polymer Capital Management (HK) Hong Kong	$25.7M	+$9.77M	5	3.54%	Increased
255	TC TwinBeech Capital Purchase, New York	$25.4M	-$7.16M	2	1.01%	Reduced
256	LN Lightrock Netherlands Utrecht, Netherlands	$25.4M	-$18.1M	1	6.64%	Reduced
257	Brevan Howard Capital Management St. Helier, Jersey	$25.4M	+$6.95M	5	0.11%	Increased
258	PAS Point72 Asia (Singapore) Singapore	$25.4M	+$8.85M	6	3.93%	Increased
259	Treasurer of the State of North Carolina Raleigh, North Carolina	$25.2M	-$817K	4	0.08%	Reduced
260	Zurich Cantonal Bank Zurich, Switzerland	$25M	+$1.32M	8	0.06%	Increased
261	Mitsubishi UFJ Asset Management Tokyo, Japan	$24.5M	+$3.38M	5	0.02%	Increased
262	Select Equity Group New York	$24.4M	+$2.18M	2	0.1%	Increased
263	Walleye Capital New York	$24.3M	-$61.3M	6	0.09%	Reduced
264	Pathstone Holdings Englewood, New Jersey	$24.3M	-$1.11M	6	0.09%	Reduced
265	Kovitz Investment Group Partners Chicago, Illinois	$24.1M	-$746K	4	0.09%	Reduced
266	Commonwealth Equity Services Waltham, Massachusetts	$24.1M	+$1.81M	6	0.03%	Increased
267	Arizona State Retirement System Phoenix, Arizona	$24M	+$372K	7	0.13%	Increased
268	Quantinno Capital Management New York	$24M	+$6.16M	6	0.07%	Increased
269	Luther King Capital Management (LKCM) Fort Worth, Texas	$23.7M	-$378K	4	0.1%	Reduced
270	APC Alta Park Capital San Francisco, California	$23.3M	+$21.6M	1	2.04%	New
271	PCM Polymer Capital Management New York	$23.1M	-$5.51M	5	2.44%	Reduced
272	Caxton Associates (UK) London,	$22.7M	-$1.25M	3	0.54%	Reduced
273	PointState Capital New York	$22.6M	-$289M	1	0.34%	Reduced
274	Perpetual Ltd Sydney, New South Wales, Australia	$22.6M	-$9.72M	1	0.28%	Reduced
275	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$22.5M	-$375K	5	0.17%	Reduced