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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	Clal Insurance Tel-Aviv, Israel	$90.2M	$0	1	1.35%	Maintained
52	ACB Aristotle Capital Boston Boston, Massachusetts	$87.5M	-$2.36M	3	2.76%	Reduced
53	Amundi Paris, France	$84.7M	+$42.5M	4	0.05%	Increased
54	Weiss Multi-Strategy Advisers New York	$84.1M	+$1.07M	4	2.39%	Increased
55	SM Senvest Management New York	$82.8M	+$18.5M	1	2.82%	Increased
56	Franklin Resources San Mateo, California	$81M	+$67M	6	0.04%	Increased
57	Diamond Hill Capital Management Columbus, Ohio	$80.4M	+$2.17M	1	0.37%	Increased
58	Folketrygdfondet Oslo Norway, Norway	$76.8M	+$3.42M	1	1.63%	Increased
59	Brown Advisory Baltimore, Maryland	$76.1M	+$43K	2	0.14%	Increased
60	Janus Henderson Group London,	$74.9M	-$2.87M	8	0.05%	Reduced
61	Channing Capital Management Chicago, Illinois	$72.5M	+$14.7M	2	2.3%	Increased
62	Deutsche Bank Frankfurt Am Main Ge, Germany	$69M	-$10M	9	0.04%	Reduced
63	LMR Partners London, United Kingdom	$68.2M	+$56.4M	2	1.19%	Increased
64	RhumbLine Advisers Boston, Massachusetts	$66.8M	+$3.46M	8	0.09%	Increased
65	GW&K Investment Management Boston, Massachusetts	$65.4M	-$6.19M	4	0.66%	Reduced
66	SEI Investments Oaks, Pennsylvania	$64.6M	+$2.86M	8	0.14%	Increased
67	Paradigm Capital Management Inc Albany, New York	$64.2M	+$10.8M	3	4.25%	Increased
68	PIM Platinum Investment Management Sydney Australia 2000, Australia	$63.4M	-$293K	1	2.42%	Reduced
69	Fuller & Thaler Asset Management San Mateo, California	$59.9M	+$14.4M	3	0.38%	Increased
70	Frontier Capital Management Boston, Massachusetts	$59.1M	-$14.2M	2	0.64%	Reduced
71	Penserra Capital Management Orinda, California	$59M	-$3.67M	7	1.3%	Reduced
72	Pinnacle Associates New York	$58.9M	+$4.83M	3	1.28%	Increased
73	Natixis Advisors Boston, Massachusetts	$58.5M	+$12.9M	7	0.22%	Increased
74	Emerald Advisers Leola, Pennsylvania	$56.2M	+$546K	3	2.72%	Increased
75	Swiss National Bank Zurich, Switzerland	$56M	+$2.66M	8	0.04%	Increased