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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
326	WHGAM Wealth High Governance Asset Management Sao Paulo,	$38.4M	-$3.89K	2	6%	Reduced
327	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$38.4M	-$345K	4	0.2%	Reduced
328	Trexquant Investment Stamford, Connecticut	$38.3M	+$41.1M	3	0.28%	Increased
329	CIBC Asset Management Toronto, Ontario, Canada	$37.2M	+$25.6M	7	0.09%	Increased
330	Capital Fund Management (CFM) Paris, France	$36.9M	-$34.6M	4	0.17%	Reduced
331	HighTower Advisors Chicago, Illinois	$36.7M	+$5.37M	8	0.04%	Increased
332	SI Sora Investors Bryn Mawr, Pennsylvania	$36.5M	+$10.4M	2	3.36%	Increased
333	Ossiam Paris, France	$36.5M	+$22.2M	4	0.64%	Increased
334	SRFM Shannon River Fund Management New York	$36.3M	-$27.5M	2	6.92%	Reduced
335	JSC Jackson Square Capital San Francisco, California	$36.1M	-$11.4M	3	7.58%	Reduced
336	Hudson Bay Capital Management Stamford, Connecticut	$35.8M	+$31.5M	4	0.12%	Increased
337	Dymon Asia Capital (Singapore) Singapore	$35.8M	+$6.46M	4	3.67%	Increased
338	Cartenna Capital Stamford, Connecticut	$35.7M	+$34.3M	1	1.3%	New
339	MAM Maytree Asset Management Hong Kong	$35.6M	+$28.6M	4	25.18%	Increased
340	Temasek Holdings Singapore	$35.5M	+$27.8M	2	0.12%	New
341	IEQ Capital Foster City, California	$34.8M	+$5.84M	4	0.16%	Increased
342	CIBC Bancorp USA Chicago, Illinois	$34.5M	+$29.5M	5	0.05%	New
343	Amalgamated Bank New York	$34.2M	-$29.6M	5	0.26%	Reduced
344	Carmignac Gestion Paris, France	$34.2M	+$44.4M	1	0.53%	New
345	Fifth Third Bancorp Cincinnati, Ohio	$34.1M	+$26.5M	8	0.06%	Increased
346	HCA Harbour Capital Advisors Tysons Corner, Virginia	$33.9M	+$1.53M	4	6.45%	Increased
347	Congress Asset Management Boston, Massachusetts	$33.9M	-$6.48M	2	0.24%	Reduced
348	ProShare Advisors Bethesda, Maryland	$33.9M	+$16.2M	8	0.05%	Increased
349	LBP AM Paris, France	$33.5M	+$27M	2	0.46%	Increased
350	VAM Valliance Asset Management Central, Hong Kong	$33.5M	+$5.96M	1	27.46%	Increased