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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	GW&K Investment Management Boston, Massachusetts	$131M	+$105K	2	1.19%	Increased
52	Jennison Associates New York	$126M	+$13.7M	2	0.08%	Increased
53	SM Senvest Management New York	$112M	+$1.08M	1	4.31%	Increased
54	Rokos Capital Management (UK) London, United Kingdom	$111M	+$34.7M	2	0.69%	Increased
55	D.E. Shaw & Co New York	$110M	-$20M	7	0.1%	Reduced
56	Diamond Hill Capital Management Columbus, Ohio	$110M	+$1.27M	2	0.47%	Increased
57	Loomis, Sayles & Company Boston, Massachusetts	$109M	-$11.1M	2	0.15%	Reduced
58	Janus Henderson Group London,	$105M	-$12.9M	8	0.06%	Reduced
59	SEI Investments Oaks, Pennsylvania	$104M	+$5.92M	8	0.15%	Increased
60	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$101M	-$73.5M	2	3.07%	Reduced
61	Pacer Advisors Malvern, Pennsylvania	$99.3M	+$91.9M	7	0.23%	Increased
62	First Trust Advisors Wheaton, Illinois	$98.2M	-$35.3M	6	0.1%	Reduced
63	Emerald Advisers Leola, Pennsylvania	$97.7M	-$531K	5	4.1%	Reduced
64	Artemis Investment Management Edinburgh, United Kingdom	$97.6M	-$15.8M	1	1.31%	Reduced
65	Brown Advisory Baltimore, Maryland	$96.8M	+$174K	3	0.13%	Increased
66	Snyder Capital Management San Francisco, California	$94.3M	-$5.52M	1	2.11%	Reduced
67	SCM Shapiro Capital Management Atlanta, Georgia	$92.4M	-$18.1M	1	2.8%	Reduced
68	Silvercrest Asset Management New York	$90.6M	-$770K	5	0.62%	Reduced
69	ACB Aristotle Capital Boston Boston, Massachusetts	$90.4M	-$10.7M	3	3.04%	Reduced
70	Two Sigma Investments New York	$87.4M	+$24M	8	0.2%	Increased
71	EARNEST Partners Atlanta, Georgia	$85.9M	-$125K	1	0.4%	Reduced
72	DCM Divisar Capital Management San Francisco, California	$82.5M	+$8.21M	3	15.62%	Increased
73	RhumbLine Advisers Boston, Massachusetts	$82.2M	-$2.82M	10	0.08%	Reduced
74	New York State Common Retirement Fund Albany, New York	$79.7M	+$12.1M	9	0.1%	Increased
75	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$79.5M	+$1.92M	4	4.16%	Increased