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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	Peregrine Capital Management Minneapolis, Minnesota	$70.9M	+$33.3M	2	1.73%	Increased
52	SCM Shapiro Capital Management Atlanta, Georgia	$67.4M	+$61.2M	1	1.58%	New
53	Hood River Capital Management Palm Beach Gardens, Florida	$63.3M	+$15.9M	1	3.56%	Increased
54	Boston Partners Boston, Massachusetts	$62.7M	+$20.4M	2	0.08%	Increased
55	Kennedy Capital Management St Louis, Missouri	$58.9M	-$1.52M	5	1.15%	Reduced
56	Fuller & Thaler Asset Management San Mateo, California	$57.8M	+$4.98M	3	0.68%	Increased
57	D.E. Shaw & Co New York	$57.1M	+$37.3M	6	0.08%	Increased
58	Brandes Investment Partners La Jolla, California	$56.3M	+$289K	1	1.2%	Increased
59	Macquarie Group Sydney, NSW 2000, Australia	$56.2M	+$5.95M	4	0.1%	Increased
60	Wells Fargo San Francisco, California	$55.9M	-$790K	9	0.02%	Reduced
61	MC Maplelane Capital New York	$55.4M	+$43.5M	1	1.42%	Increased
62	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$53.9M	-$39.7M	2	0.88%	Reduced
63	Thrivent Financial for Lutherans Minneapolis, Minnesota	$52.7M	-$7.72M	6	0.18%	Reduced
64	Parametric Portfolio Associates Seattle, Washington	$52M	+$10.6M	9	0.05%	Increased
65	JP Morgan Chase New York	$51.4M	-$37.8M	9	0.01%	Reduced
66	LSV Asset Management Chicago, Illinois	$47.4M	+$37.6M	2	0.08%	Increased
67	Emerald Advisers Leola, Pennsylvania	$44.5M	+$195K	3	1.78%	Increased
68	SC Shellback Capital Boston, Massachusetts	$43.7M	-$1.05M	1	3.18%	Reduced
69	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$40.9M	+$2.7M	1	3.24%	Increased
70	SIM Stelliam Investment Management New York	$40.3M	-$9.14M	1	1.68%	Reduced
71	New York State Common Retirement Fund Albany, New York	$40.1M	-$4.63M	8	0.05%	Reduced
72	Guggenheim Capital Chicago, Illinois	$38.8M	+$1.86M	8	0.09%	Increased
73	OMC Oak Management Corp Wilton, Connecticut	$38.2M	$0	1	14.58%	Maintained
74	Maverick Capital Dallas, Texas	$37.9M	-$22.8M	1	0.49%	Reduced
75	Westfield Capital Management Boston, Massachusetts	$37.5M	-$38.1M	2	0.29%	Reduced