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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
276	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$22.4M	+$3.93M	5	0.07%	Increased
277	SRFM Shannon River Fund Management New York	$22.2M	-$48.2M	2	3.58%	Reduced
278	Hillsdale Investment Management Toronto, Ontario, Canada	$22.1M	+$1.06M	3	0.67%	Increased
279	First Eagle Investment Management New York	$22.1M	-$4.66M	3	0.04%	Reduced
280	CS Central Securities New York	$21.5M	$0	1	1.77%	Maintained
281	Castleark Management Chicago, Illinois	$21.5M	+$5.67M	3	0.6%	Increased
282	Hawk Ridge Capital Management Los Angeles, California	$21.4M	+$21.1M	1	1.02%	New
283	Cetera Investment Advisers Schaumburg, Illinois	$21.3M	+$2.7M	9	0.02%	Increased
284	Mariner Overland Park, Kansas	$21.3M	-$631K	7	0.03%	Reduced
285	ZDA Zweig-DiMenna Associates New York	$21.3M	-$856K	1	1.49%	Reduced
286	Verition Fund Management Greenwich, Connecticut	$21.2M	-$49.9M	7	0.09%	Reduced
287	J. Safra Sarasin Holding	$21.2M	-$12.3M	2	0.34%	Reduced
288	Axiom Investors Greenwich, Connecticut	$21.1M	+$318K	1	0.16%	Increased
289	SummitTX Capital Fort Worth, Texas	$21M	+$253K	3	0.87%	Increased
290	HRT Financial New York	$20.8M	+$9.13M	3	0.08%	Increased
291	LI LMCG Investments Boston, Massachusetts	$20.8M	-$413K	1	1.22%	Reduced
292	HP Harvey Partners Tarrytown, New York	$20.6M	+$396K	1	1.84%	Increased
293	CAPTRUST Financial Advisors Raleigh, North Carolina	$20.5M	-$6.62M	7	0.04%	Reduced
294	Exchange Traded Concepts Oklahoma City, Oklahoma	$20.4M	+$18.1M	3	0.17%	New
295	HC Headwater Capital Hong Kong, China	$20.3M	+$15.6M	1	4.98%	New
296	MI MMCAP International Grand Cayman, Cayman Islands	$19.9M	-$13M	1	2.31%	Reduced
297	EI EAM Investors Solana Beach, California	$19.7M	-$1.3M	2	2.26%	Reduced
298	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$19.7M	+$18.8M	2	0.04%	New
299	ECP Elemental Capital Partners San Francisco, California	$19.7M	+$16.5M	1	11.13%	New
300	Handelsbanken Fonder Stockholm, Sweden	$19.1M	+$1.46M	4	0.06%	Increased