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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	Nissay Asset Management Tokyo, Japan	$19.1M	+$2.68M	4	0.11%	Increased
302	Cerity Partners New York	$19.1M	+$3M	7	0.03%	Increased
303	Bessemer Group Woodbridge, New Jersey	$18.8M	+$15.3M	6	0.03%	Increased
304	Yousif Capital Management Bloomfield Hills, Michigan	$18.7M	-$692K	6	0.2%	Reduced
305	Glenmede Investment Management Philadelphia, Pennsylvania	$18.6M	-$7.58M	5	0.09%	Reduced
306	Kornitzer Capital Management Shawnee Mission, Kansas	$18.6M	$0	3	0.37%	Maintained
307	Teacher Retirement System of Texas Austin, Texas	$18.4M	-$2.06M	6	0.07%	Reduced
308	Steward Partners Investment Advisory New York	$18.1M	+$7.99M	10	0.1%	Increased
309	Quadrature Capital London, United Kingdom	$18M	+$11.8M	2	0.21%	Increased
310	CCS Concentric Capital Strategies Stamford, Connecticut	$17.9M	-$3.82M	4	0.8%	Reduced
311	DGM Delta Global Management New York	$17.9M	+$9.54M	1	1.31%	Increased
312	ACMH Andar Capital Management (HK) Hong Kong	$17.7M	-$12.6M	2	17.85%	Reduced
313	TIM Thompson Investment Management Madison, Wisconsin	$17.6M	-$2.37M	2	2.35%	Reduced
314	Ameritas Investment Partners Lincoln, Nebraska	$17.4M	-$162K	7	0.53%	Reduced
315	KLP Kapitalforvaltning Oslo, Norway	$17.2M	+$389K	7	0.07%	Increased
316	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$17.2M	+$79.3K	5	0.03%	Increased
317	OGC Oak Grove Capital North Hampton, New Hampshire	$17M	-$5.25M	1	2.41%	Reduced
318	National Bank of Canada Montreal, Quebec, Canada	$17M	-$17.7M	7	0.02%	Reduced
319	DCP Diameter Capital Partners New York	$16.8M	+$12.3M	2	1.04%	New
320	SA Situational Awareness San Francisco, California	$16.6M	+$15.4M	1	0.4%	New
321	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$16.6M	-$13.7K	2	0.26%	Reduced
322	HSBC Holdings London, United Kingdom	$16.5M	-$1.68M	6	0.01%	Reduced
323	WCM Investment Management Laguna Beach, California	$16.4M	-$6.37M	1	0.03%	Reduced
324	PCM Prelude Capital Management New York	$16.3M	+$10.2M	6	1.27%	Increased
325	VCM Valiant Capital Management San Francisco, California	$16.3M	-$3.99M	1	1.12%	Reduced