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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
76	BC Brahman Capital New York	$22.4M	+$22.5M	1	0.62%	New
77	BPM Bronson Point Management Fairfield, Connecticut	$21.7M	+$3.94M	1	1.12%	Increased
78	Citigroup New York	$20.7M	-$20.9M	8	0.02%	Reduced
79	FA Friess Associates Greenville, Delaware	$20.2M	-$295K	1	1.65%	Reduced
80	Dorsal Capital Management Redwood City, California	$19.5M	+$6.16M	1	3.44%	Increased
81	New York State Common Retirement Fund Albany, New York	$19.4M	+$6.22M	4	0.03%	Increased
82	ICOM Investment Counselors of Maryland Baltimore, Maryland	$19.3M	+$1.13M	1	0.83%	Increased
83	Charles Schwab San Francisco, California	$19.2M	-$1.47M	6	0.03%	Reduced
84	Parametric Portfolio Associates Seattle, Washington	$19.1M	+$716K	5	0.04%	Increased
85	BCM BBT Capital Management Fort Worth, Texas	$18.6M	+$2.66M	1	1.16%	Increased
86	DP DW Partners New York	$18.6M	+$11.4M	1	2.07%	Increased
87	Calamos Advisors Naperville, Illinois	$18M	$0	3	0.11%	Maintained
88	AP Alydar Partners Boston, Massachusetts	$17.4M	+$12.6M	2	1.48%	Increased
89	Kennedy Capital Management St Louis, Missouri	$16.9M	-$1.28M	3	0.31%	Reduced
90	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$16.7M	+$15.9M	1	0.13%	New
91	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$16.3M	-$3.05M	2	0.06%	Reduced
92	Loomis, Sayles & Company Boston, Massachusetts	$16.1M	-$780K	1	0.05%	Reduced
93	ARTA A.R.T. Advisors New York	$15.7M	+$8.33M	4	0.82%	Increased
94	Ariel Investments Chicago, Illinois	$15.4M	+$5.1M	1	0.19%	Increased
95	MFAM Motley Fool Asset Management Alexandria, Virginia	$15M	+$794K	2	3.25%	Increased
96	Fred Alger Management New York	$15M	-$1.84M	2	0.07%	Reduced
97	Sit Investment Associates Minneapolis, Minnesota	$14.9M	-$457K	1	0.25%	Reduced
98	Principal Financial Group Des Moines, Iowa	$14.4M	-$284K	4	0.02%	Reduced
99	Primecap Management Pasadena, California	$13.8M	-$110K	1	0.02%	Reduced
100	William Blair & Company Chicago, Illinois	$13.7M	-$739K	3	0.02%	Reduced