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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	Silvercrest Asset Management New York	$39.8M	-$182K	1	0.36%	Reduced
77	YCM Yiheng Capital Management San Francisco, California	$39.4M	$0	1	6.65%	Maintained
78	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$38.9M	+$1.54M	2	0.74%	Increased
79	Aperio Group Sausalito, California	$38M	+$10.2M	6	0.17%	Increased
80	UBS Group Zurich, Switzerland	$37M	+$2.86M	9	0.01%	Increased
81	Tocqueville Asset Management New York	$36.9M	+$2.23M	3	0.47%	Increased
82	VOYA Investment Management Atlanta, Georgia	$36.8M	+$30.7M	7	0.08%	Increased
83	SIM Stelliam Investment Management New York	$36.7M	+$4.4M	1	1.97%	Increased
84	Van Berkom & Associates Montreal, Quebec, Canada	$35.8M	-$905K	1	1.02%	Reduced
85	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$35.5M	-$12.5M	1	0.69%	Reduced
86	Pictet Asset Management (UK) London, United Kingdom	$35.4M	-$202K	1	0.07%	Reduced
87	Maverick Capital Dallas, Texas	$35.3M	-$165M	1	0.44%	Reduced
88	DekaBank Deutsche Girozentrale Frankfurt, Germany	$34.9M	+$160K	4	0.21%	Increased
89	Rothschild & Co Asset Management US Stamford, Connecticut	$34.5M	-$696K	1	0.35%	Reduced
90	RB Rodgers Brothers Harmony, Pennsylvania	$33.1M	-$404K	1	9.52%	Reduced
91	New York State Common Retirement Fund Albany, New York	$32.4M	-$8.91M	8	0.04%	Reduced
92	Masters Capital Management Atlanta, Georgia	$32.2M	+$14M	2	0.8%	Increased
93	Point72 Asset Management Stamford, Connecticut	$32M	-$1.57M	3	0.13%	Reduced
94	Barclays London, United Kingdom	$31.9M	+$21.9M	9	0.02%	Increased
95	MAP Managed Asset Portfolios Rochester, Michigan	$30.3M	+$2.1M	2	8.04%	Increased
96	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$29.1M	+$831K	7	0.03%	Increased
97	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$28.8M	-$4.16M	3	0.05%	Reduced
98	RhumbLine Advisers Boston, Massachusetts	$28.3M	-$1.14M	9	0.05%	Reduced
99	DCM Divisar Capital Management San Francisco, California	$28.3M	+$5.24M	2	8.99%	Increased
100	Two Sigma Investments New York	$28.2M	+$23.5M	4	0.08%	Increased