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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	Swedbank Stockholm, Sweden	$119M	$0	2	0.17%	Maintained
52	Millennium Management New York	$117M	-$9.27M	10	0.05%	Reduced
53	SM Senvest Management New York	$114M	-$34M	1	4.37%	Reduced
54	SCM Shapiro Capital Management Atlanta, Georgia	$112M	-$923K	2	3.02%	Reduced
55	GW&K Investment Management Boston, Massachusetts	$112M	-$2.08M	2	0.99%	Reduced
56	Diamond Hill Capital Management Columbus, Ohio	$108M	-$16.2M	2	0.44%	Reduced
57	Loomis, Sayles & Company Boston, Massachusetts	$108M	-$3.61M	2	0.15%	Reduced
58	Alyeska Investment Group Chicago, Illinois	$107M	-$143M	4	0.66%	Reduced
59	Hood River Capital Management Palm Beach Gardens, Florida	$103M	+$61.8M	4	2.31%	Increased
60	D.E. Shaw & Co New York	$103M	+$17.7M	9	0.09%	Increased
61	Janus Henderson Group London,	$103M	-$10.7M	9	0.06%	Reduced
62	Artemis Investment Management Edinburgh, United Kingdom	$97.5M	+$77.7M	1	1.23%	Increased
63	FFM FengHe Fund Management Singapore	$97.1M	-$64.5M	2	12.24%	Reduced
64	Brown Advisory Baltimore, Maryland	$95.7M	+$4.3M	3	0.13%	Increased
65	Polar Capital Holdings London, United Kingdom	$93.6M	+$77.5M	3	0.49%	Increased
66	IAM Ion Asset Management Herzliya, Israel	$93.2M	-$14.7M	2	5.89%	Reduced
67	ACB Aristotle Capital Boston Boston, Massachusetts	$91.5M	-$2.54M	3	2.78%	Reduced
68	SEI Investments Oaks, Pennsylvania	$85.8M	-$3.38M	7	0.13%	Reduced
69	Snyder Capital Management San Francisco, California	$84.5M	+$6.67M	1	1.81%	Increased
70	Jennison Associates New York	$81.1M	+$101K	2	0.05%	Increased
71	EARNEST Partners Atlanta, Georgia	$80M	+$4.85M	1	0.37%	Increased
72	Emerald Advisers Leola, Pennsylvania	$79.5M	+$17.1M	5	3.2%	Increased
73	Royce & Associates New York	$79M	-$3.57M	4	0.7%	Reduced
74	RhumbLine Advisers Boston, Massachusetts	$76.3M	-$1.93M	9	0.07%	Reduced
75	Silvercrest Asset Management New York	$75.7M	-$6.83M	4	0.51%	Reduced