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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
376	JSC Jackson Square Capital San Francisco, California	$11.4M	-$518K	2	2.49%	Reduced
377	Oregon Public Employees Retirement Fund Tigard, Oregon	$11.4M	-$10.8K	4	0.15%	Reduced
378	Pictet Asset Management Carouge, Switzerland	$11.4M	-$608K	6	0.01%	Reduced
379	SCM Shaolin Capital Management Miami, Florida	$11.4M	+$6.32M	2	0.49%	Increased
380	BCC Bridge City Capital Lake Oswego, Oregon	$11.3M	-$47K	2	3.02%	Reduced
381	OAM Ophir Asset Management Sydney, Australia	$11.3M	+$11.2M	1	1.4%	New
382	MM Monolith Management Hong Kong	$11.3M	+$9.49M	2	4.97%	New
383	Virginia Retirement Systems Richmond, Virginia	$11.3M	+$735K	4	0.07%	Increased
384	Cambridge Investment Research Advisors Fairfield, Iowa	$11.3M	+$1.52M	7	0.03%	Increased
385	Mackenzie Financial Toronto Ontario, Ontario, Canada	$11.2M	+$3.57M	4	0.01%	Increased
386	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.1M	+$973K	5	0.03%	Increased
387	Brinker Capital Investments Berwyn, Pennsylvania	$11.1M	+$422K	6	0.09%	Increased
388	Storebrand Asset Management Lysaker, Norway	$11.1M	+$9.32M	1	0.03%	New
389	Channing Capital Management Chicago, Illinois	$11M	-$91.3M	1	0.29%	Reduced
390	EULAV Asset Management Sarasota, Florida	$10.8M	$0	1	0.25%	Maintained
391	DM Diker Management New York	$10.7M	+$3.6M	3	8.63%	Increased
392	Kestra Advisory Services Austin, Texas	$10.7M	-$2.31M	6	0.05%	Reduced
393	ING Group Amsterdam, Netherlands	$10.6M	+$6.74M	1	0.06%	Increased
394	Pacer Advisors Malvern, Pennsylvania	$10.5M	+$7.22M	5	0.03%	Increased
395	ABN AMRO Investment Solutions Paris Cedex 008,	$10.4M	+$894K	2	0.21%	Increased
396	TAM Talos Asset Management New York	$10.1M	-$21.5M	1	1.94%	Reduced
397	CFM Catalyst Funds Management Sydney NSW, Australia	$10.1M	+$6.65M	5	1.52%	Increased
398	Capitolis Liquid Global Markets New York	$9.84M	-$64.2M	2	0.08%	Reduced
399	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$9.8M	+$8.65M	2	0.81%	New
400	Vanguard Personalized Indexing Management Oakland, California	$9.79M	+$53.3K	7	0.1%	Increased