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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	Loomis, Sayles & Company Boston, Massachusetts	$107M	-$770K	2	0.16%	Reduced
52	IAM Ion Asset Management Herzliya, Israel	$97.4M	+$8.62M	1	6.47%	Increased
53	Voloridge Investment Management Jupiter, Florida	$92.6M	-$29M	6	0.37%	Reduced
54	Amundi Paris, France	$91.5M	-$24.5M	4	0.04%	Reduced
55	Frontier Capital Management Boston, Massachusetts	$90.3M	+$10.2M	2	0.91%	Increased
56	SCM Shapiro Capital Management Atlanta, Georgia	$89.1M	-$1.98M	1	2.46%	Reduced
57	ACB Aristotle Capital Boston Boston, Massachusetts	$87.5M	-$16.9M	3	2.67%	Reduced
58	Woodline Partners San Francisco, California	$83.7M	+$44.1M	4	0.91%	Increased
59	EARNEST Partners Atlanta, Georgia	$83.6M	-$1.31M	1	0.42%	Reduced
60	Barclays London, United Kingdom	$80.6M	+$36M	10	0.03%	Increased
61	Select Equity Group New York	$79.8M	+$3.19M	2	0.28%	Increased
62	SEI Investments Oaks, Pennsylvania	$79.6M	-$1.85M	7	0.13%	Reduced
63	D.E. Shaw & Co New York	$79.3M	-$12.6M	7	0.07%	Reduced
64	Jennison Associates New York	$76.1M	+$33.5M	2	0.06%	Increased
65	Paradigm Capital Management Inc Albany, New York	$75.1M	-$8.71M	5	3.9%	Reduced
66	DCM Divisar Capital Management San Francisco, California	$74.2M	+$2.6M	3	13.68%	Increased
67	Westfield Capital Management Boston, Massachusetts	$72.4M	+$62.5M	2	0.42%	New
68	Franklin Resources San Mateo, California	$71.9M	+$38.6M	6	0.03%	Increased
69	Brown Advisory Baltimore, Maryland	$71.4M	+$4.36M	2	0.1%	Increased
70	RhumbLine Advisers Boston, Massachusetts	$70M	-$1.37M	9	0.07%	Reduced
71	Royce & Associates New York	$70M	-$1.84M	4	0.65%	Reduced
72	Driehaus Capital Management Chicago, Illinois	$69.6M	+$23.2M	2	0.84%	Increased
73	Silvercrest Asset Management New York	$67.1M	+$1.71M	4	0.47%	Increased
74	Jane Street New York	$67M	+$28.5M	10	0.02%	Increased
75	Retirement Systems of Alabama Montgomery, Alabama	$66.4M	-$5.25M	4	0.28%	Reduced