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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	Millennium Management New York	$43.5M	-$60.6M	6	0.08%	Reduced
52	FA Friess Associates Greenville, Delaware	$41.8M	+$23.8M	3	3.49%	Increased
53	Victory Capital Management San Antonio, Texas	$40.7M	-$1.08M	4	0.15%	Reduced
54	New York State Common Retirement Fund Albany, New York	$38.2M	+$8.18M	7	0.06%	Increased
55	TimesSquare Capital Management New York	$38M	+$36.6M	1	0.21%	New
56	Managed Account Advisors Jersey City, New Jersey	$37.8M	-$1.03M	6	0.03%	Reduced
57	BlackRock Investment Management Wilmington, Delaware	$37.7M	+$8.18M	8	0.05%	Increased
58	Fidelity International Hamilton, Bermuda	$37.3M	+$737K	2	0.12%	Increased
59	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$37.2M	+$6.22M	1	0.55%	Increased
60	Van Berkom & Associates Montreal, Quebec, Canada	$36M	+$503K	1	1.7%	Increased
61	GGHC Gilder Gagnon Howe & Co New York	$35.6M	-$11.8M	2	0.47%	Reduced
62	Fort Washington Investment Advisors Cincinnati, Ohio	$34.9M	+$5.22M	1	0.65%	Increased
63	ACM Andor Capital Management Rye Brook, New York	$33.9M	+$21.9M	2	3.15%	Increased
64	BlackRock Advisors Wilmington, Delaware	$33.5M	-$20.2M	8	0.03%	Reduced
65	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$32.7M	-$2M	1	4.01%	Reduced
66	Credit Suisse Zurich, Switzerland	$32.3M	+$3.92M	8	0.03%	Increased
67	Fuller & Thaler Asset Management San Mateo, California	$32.3M	+$19.2M	2	0.91%	Increased
68	Charles Schwab San Francisco, California	$31.8M	+$7.9M	7	0.04%	Increased
69	Morgan Stanley New York	$29M	+$5.61M	8	0.01%	Increased
70	Deutsche Bank Frankfurt Am Main Ge, Germany	$28.7M	-$3.93M	8	0.02%	Reduced
71	NCGI Next Century Growth Investors Plymouth, Minnesota	$28.5M	+$19.2M	2	0.98%	Increased
72	Jericho Capital Asset Management New York	$28.1M	-$15.1M	1	1.75%	Reduced
73	AAM AO Asset Management New York	$28.1M	+$2.35M	2	5.71%	Increased
74	Kennedy Capital Management St Louis, Missouri	$26.3M	+$1.81M	3	0.47%	Increased
75	Janus Henderson Group London,	$26.2M	+$25.2M	1	0.21%	New