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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
51	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$28M	+$24.1M	2	0.14%	New
52	ING Group Amsterdam, Netherlands	$27.7M	+$24.1M	3	0.15%	New
53	Russell Frank Company Seattle, Washington	$27.2M	+$24.7M	7	0.05%	New
54	CI Investments Inc Toronto, Ontario, Canada	$27M	+$27M	2	0.29%	New
55	Geode Capital Management Boston, Massachusetts	$26.5M	+$23.4M	6	0.02%	New
56	BlackRock Investment Management Wilmington, Delaware	$26.1M	+$23.1M	7	0.05%	New
57	UBS Zurich, Switzerland	$26.1M	+$24.6M	6	0.03%	New
58	AP Alydar Partners Boston, Massachusetts	$25.8M	+$22.1M	1	1.39%	New
59	Barclays London, United Kingdom	$25.2M	+$22.4M	7	0.03%	New
60	KG Killen Group Berwyn, Pennsylvania	$24.4M	+$22.9M	2	1.74%	New
61	Wells Fargo San Francisco, California	$24.2M	+$22.1M	5	0.01%	New
62	SAC Capital Advisors Stamford, Connecticut	$23.8M	+$21.3M	3	0.13%	New
63	CCM Cupps Capital Management Chicago, Illinois	$23.5M	+$19.7M	2	1.87%	New
64	Boston Trust Walden Boston, Massachusetts	$23.5M	+$23.7M	1	0.38%	New
65	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$20.2M	+$18.2M	1	0.28%	New
66	Invesco Atlanta, Georgia	$19.4M	+$17M	6	0.01%	New
67	Manning & Napier Advisors Fairport, New York	$18.9M	+$15.8M	1	0.1%	New
68	CAM Chou Associates Management Toronto, Ontario, Canada	$18.7M	+$17.6M	1	5.04%	New
69	ARTA A.R.T. Advisors New York	$18.5M	+$15.8M	4	0.61%	New
70	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$16.9M	+$14.4M	2	0.13%	New
71	Charles Schwab San Francisco, California	$16.7M	+$14.6M	6	0.04%	New
72	Masters Capital Management Atlanta, Georgia	$16.3M	+$12M	1	1.25%	New
73	Fort Washington Investment Advisors Cincinnati, Ohio	$16.1M	+$16.2M	1	0.37%	New
74	Group One Trading Chicago, Illinois	$15.9M	+$14.9M	2	0.39%	New
75	AIG American International Group New York	$15.7M	+$13.8M	7	0.09%	New