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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	NPF Norris Perne & French Grand Rapids, Michigan	$62.9M	-$10.6M	1	3.07%	Reduced
252	Jump Financial Chicago, Illinois	$62.7M	+$7.02M	8	0.84%	Increased
253	SCGE Management Menlo Park, California	$62.3M	+$11.5M	1	1.89%	Increased
254	Kennedy Capital Management St Louis, Missouri	$62.3M	-$22.8M	3	1.32%	Reduced
255	Canada Life Winnipeg, Manitoba, Canada	$62.2M	-$12.9M	4	0.11%	Reduced
256	Man Group London, United Kingdom	$61M	-$20.3M	7	0.11%	Reduced
257	State of Tennessee, Department of Treasury Nashville, Tennessee	$61M	-$15.5M	5	0.2%	Reduced
258	Panagora Asset Management Boston, Massachusetts	$60.7M	-$11.1M	4	0.23%	Reduced
259	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$60.3M	+$3.62M	5	0.2%	Increased
260	State of New Jersey Common Pension Fund D Trenton, New Jersey	$59.1M	+$222K	5	0.23%	Increased
261	MetLife Investment Management Whippany, New Jersey	$59M	-$28.5M	7	0.3%	Reduced
262	Cerity Partners New York	$58.7M	+$5.54M	8	0.08%	Increased
263	Royce & Associates New York	$58.5M	-$41.8M	3	0.58%	Reduced
264	Nissay Asset Management Tokyo, Japan	$58.1M	+$9.25M	5	0.31%	Increased
265	Engineers Gate Manager New York	$57.9M	+$37.8M	7	0.72%	Increased
266	Whittier Trust South Pasadena, California	$57.4M	+$40.5M	3	0.65%	Increased
267	TAM Talos Asset Management New York	$56.4M	-$1.4M	3	9.64%	Reduced
268	Vaughan Nelson Investment Management Houston, Texas	$55.9M	-$108M	2	0.56%	Reduced
269	Retirement Systems of Alabama Montgomery, Alabama	$55.8M	-$115M	4	0.19%	Reduced
270	SCM Spyglass Capital Management San Francisco, California	$55.6M	+$24.7M	1	3.93%	Increased
271	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$55M	-$3.8M	3	3.88%	Reduced
272	Becker Capital Management Portland, Oregon	$55M	-$18M	1	1.62%	Reduced
273	Samlyn Capital New York	$54.7M	-$10.3M	2	0.93%	Reduced
274	SCM Steadfast Capital Management New York	$54.2M	-$48.7M	3	1.85%	Reduced
275	Walleye Trading New York	$52.6M	+$13.1M	6	0.09%	Increased