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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	Lazard Asset Management New York	$31.8M	-$2.13M	2	0.07%	Reduced
77	Two Sigma Investments New York	$29.7M	+$22.6M	5	0.14%	Increased
78	NCGI Next Century Growth Investors Plymouth, Minnesota	$28.8M	+$5.21M	2	1.36%	Increased
79	American Century Companies Kansas City, Missouri	$28.5M	+$2.01M	5	0.03%	Increased
80	Masters Capital Management Atlanta, Georgia	$27.6M	+$6.84M	2	0.58%	Increased
81	Susquehanna International Group Bala Cynwyd, Pennsylvania	$26.9M	+$2.29M	6	0.01%	Increased
82	BlackRock Group London, United Kingdom	$26.5M	-$11M	7	0.01%	Reduced
83	California Public Employees Retirement System Sacramento, California	$26M	+$1.24M	8	0.04%	Increased
84	Pinnacle Associates New York	$25.7M	+$1.76M	1	0.55%	Increased
85	D.E. Shaw & Co New York	$25.6M	-$3.41M	5	0.05%	Reduced
86	AIC AWM Investment Company New York	$25.5M	-$4.3M	1	5.36%	Reduced
87	CAM Cortina Asset Management Milwaukee, Wisconsin	$24.9M	-$17.4M	2	1.13%	Reduced
88	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$24.7M	+$14.7M	4	1.65%	Increased
89	Frontier Capital Management Boston, Massachusetts	$24.6M	+$22M	1	0.2%	New
90	GW&K Investment Management Boston, Massachusetts	$23.7M	+$21.2M	1	0.52%	New
91	UBS AM Chicago, Illinois	$23.3M	+$8.73M	6	0.03%	Increased
92	MFAM Motley Fool Asset Management Alexandria, Virginia	$23.1M	+$11.9M	1	4.83%	Increased
93	Luther King Capital Management (LKCM) Fort Worth, Texas	$22.9M	-$10.7M	2	0.23%	Reduced
94	AAP Ardsley Advisory Partners Stamford, Connecticut	$22.7M	-$3.04M	3	3.51%	Reduced
95	Marshall Wace London, United Kingdom	$22.5M	+$4.71M	3	0.22%	Increased
96	Glenmede Trust Philadelphia, Pennsylvania	$22.4M	+$15.2M	8	0.14%	Increased
97	CAM Chou Associates Management Toronto, Ontario, Canada	$22.2M	$0	1	7.2%	Maintained
98	CCM Cupps Capital Management Chicago, Illinois	$21.8M	-$2.72M	4	4.17%	Reduced
99	CCM Century Capital Management Boston, Massachusetts	$21.5M	-$37.2M	2	2.36%	Reduced
100	PIM Platinum Investment Management Sydney Australia 2000, Australia	$21.2M	$0	2	0.47%	Maintained