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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	IAM Ion Asset Management Herzliya, Israel	$89.6M	+$14M	1	10.46%	Increased
52	GW&K Investment Management Boston, Massachusetts	$89.1M	+$32.2M	2	0.85%	Increased
53	UBS Group Zurich, Switzerland	$89.1M	+$33M	11	0.03%	Increased
54	Paradigm Capital Management Inc Albany, New York	$88.9M	+$17.7M	5	5.09%	Increased
55	Congress Asset Management Boston, Massachusetts	$87.7M	-$60.8M	2	0.76%	Reduced
56	ACB Aristotle Capital Boston Boston, Massachusetts	$86.9M	+$2.17M	3	2.61%	Increased
57	Woodline Partners San Francisco, California	$85.4M	+$76.4M	1	1.01%	Increased
58	Frontier Capital Management Boston, Massachusetts	$82.1M	+$22.6M	2	0.79%	Increased
59	Westfield Capital Management Boston, Massachusetts	$79.3M	+$52.7M	2	0.5%	Increased
60	Folketrygdfondet Oslo Norway, Norway	$78.9M	+$9.3M	1	1.81%	Increased
61	Janus Henderson Group London,	$78.4M	-$23.8M	8	0.05%	Reduced
62	Select Equity Group New York	$76.2M	+$43.8M	2	0.28%	Increased
63	Clal Insurance Tel-Aviv, Israel	$75.2M	$0	1	0.9%	Maintained
64	Optiver Holding Amsterdam, Netherlands	$75.1M	+$46.2M	2	0.05%	Increased
65	EARNEST Partners Atlanta, Georgia	$73M	+$15.2M	3	0.41%	Increased
66	RhumbLine Advisers Boston, Massachusetts	$71.6M	+$1.46M	9	0.08%	Increased
67	SEI Investments Oaks, Pennsylvania	$69.5M	-$6.69M	6	0.12%	Reduced
68	Retirement Systems of Alabama Montgomery, Alabama	$68.9M	+$4.7M	4	0.31%	Increased
69	Polar Asset Management Partners Toronto, Ontario, Canada	$68.2M	-$16.8M	4	1.23%	Reduced
70	Pinnacle Associates New York	$67.8M	-$3.74M	3	1.18%	Reduced
71	Silvercrest Asset Management New York	$67.2M	+$3.43M	5	0.48%	Increased
72	Rokos Capital Management (UK) London, United Kingdom	$66.9M	+$68.9M	2	0.65%	New
73	Brown Advisory Baltimore, Maryland	$66.7M	+$6.85M	3	0.1%	Increased
74	DCM Divisar Capital Management San Francisco, California	$62.5M	+$4.61M	4	13.17%	Increased
75	Susquehanna International Group Bala Cynwyd, Pennsylvania	$61.6M	+$31.7M	12	0.01%	Increased