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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
301	MI MMCAP International Grand Cayman, Cayman Islands	$11.4M	-$12.6M	1	1.71%	Reduced
302	RCM Ratan Capital Management Miami Beach, Florida	$11.4M	+$4.97M	2	1.74%	Increased
303	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$11.2M	+$97.5K	4	0.21%	Increased
304	FMI F/M Investments Washington, District of Columbia	$11.1M	-$12.4M	3	0.41%	Reduced
305	Impax Asset Management Group London, United Kingdom	$11.1M	-$5.79M	1	0.05%	Reduced
306	Mitsubishi UFJ Asset Management Tokyo, Japan	$11M	-$3.94M	6	0.01%	Reduced
307	First Eagle Investment Management New York	$11M	-$2.79M	2	0.02%	Reduced
308	Oppenheimer Asset Management New York	$10.9M	+$919K	2	0.13%	Increased
309	CAPTRUST Financial Advisors Raleigh, North Carolina	$10.8M	+$1.37M	5	0.03%	Increased
310	WCM Investment Management Laguna Beach, California	$10.7M	-$7.02M	1	0.03%	Reduced
311	KLP Kapitalforvaltning Oslo, Norway	$10.7M	+$9.75M	7	0.05%	New
312	DP DDD Partners Bellevue, Washington	$10.5M	-$10.5M	1	1.29%	Reduced
313	Gabelli Funds Rye, New York	$10.5M	-$239K	2	0.08%	Reduced
314	ACMH Andar Capital Management (HK) Hong Kong	$10.3M	-$6.11M	1	13.27%	Reduced
315	TCMG TSP Capital Management Group Summit, New Jersey	$10.1M	+$312K	1	3.42%	Increased
316	GIPM G2 Investment Partners Management New York	$10.1M	-$634K	1	2.6%	Reduced
317	TCM Tieton Capital Management Yakima, Washington	$9.97M	+$1.7M	2	4.01%	Increased
318	Winton Group London, United Kingdom	$9.97M	+$6.19M	3	0.66%	Increased
319	PCM Polymer Capital Management New York	$9.78M	+$8.6M	4	2.64%	New
320	VARA Value Aligned Research Advisors Princeton, New Jersey	$9.76M	-$24.8M	1	2.67%	Reduced
321	EULAV Asset Management Sarasota, Florida	$9.75M	+$9.44M	1	0.23%	New
322	VCM Valiant Capital Management San Francisco, California	$9.71M	-$11.2M	1	0.62%	Reduced
323	SBCM Silverberg Bernstein Capital Management Armonk, New York	$9.7M	-$458K	1	8.54%	Reduced
324	RC Renaissance Capital Stamford, Connecticut	$9.6M	+$7.1M	1	6.3%	New
325	PI Point72 Italy Milan, Italy	$9.58M	-$18.6M	2	5.29%	Reduced