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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	KRC Kingdom Ridge Capital White Plains, New York	$42.2M	+$33.1M	2	6.71%	Increased
77	Van Berkom & Associates Montreal, Quebec, Canada	$41.7M	+$226K	1	1.56%	Increased
78	Peregrine Capital Management Minneapolis, Minnesota	$41.6M	+$16.8M	2	1.06%	Increased
79	CRCP Copper Rock Capital Partners Boston, Massachusetts	$41.4M	+$571K	1	2.61%	Increased
80	UBS AM Chicago, Illinois	$40.5M	-$1.67M	6	0.04%	Reduced
81	Parametric Portfolio Associates Seattle, Washington	$40.2M	+$300K	9	0.06%	Increased
82	AAM AO Asset Management New York	$40.2M	+$26.2M	2	10%	Increased
83	Axa Paris, France	$38.5M	+$14.4M	3	0.17%	Increased
84	Loomis, Sayles & Company Boston, Massachusetts	$37.8M	+$16.3M	2	0.09%	Increased
85	USAA United Services Automobile Association San Antonio, Texas	$35.7M	+$13.2M	4	0.11%	Increased
86	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$35.2M	-$1.59M	4	0.09%	Reduced
87	GW&K Investment Management Boston, Massachusetts	$34.7M	-$423K	1	0.65%	Reduced
88	SIM Stelliam Investment Management New York	$34.3M	+$31.8M	1	1.32%	New
89	New York State Common Retirement Fund Albany, New York	$33.1M	-$2.08M	8	0.04%	Reduced
90	Mackenzie Financial Toronto Ontario, Ontario, Canada	$32.7M	+$12.5M	2	0.19%	Increased
91	Two Sigma Investments New York	$32M	-$3.81M	7	0.11%	Reduced
92	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$31.8M	-$124K	1	2.97%	Reduced
93	NC Nokomis Capital Dallas, Texas	$30.6M	+$4.94M	1	7.98%	Increased
94	Susquehanna International Group Bala Cynwyd, Pennsylvania	$30.3M	-$15.7M	7	0.02%	Reduced
95	BNP Paribas Asset Management Paris, France	$28.9M	-$2.76M	3	0.27%	Reduced
96	California Public Employees Retirement System Sacramento, California	$27.8M	-$86.5K	8	0.05%	Reduced
97	Jacobs Levy Equity Management Florham Park, New Jersey	$27.6M	-$5.46M	3	0.56%	Reduced
98	NFA Nationwide Fund Advisors Columbus, Ohio	$27.2M	+$1.63M	9	0.11%	Increased
99	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$27.1M	-$8.46M	1	0.56%	Reduced
100	Calamos Advisors Naperville, Illinois	$27M	+$1.96M	2	0.21%	Increased