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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	Russell Investments Group London, United Kingdom	$72.3M	+$11.5M	9	0.12%	Increased
77	RhumbLine Advisers Boston, Massachusetts	$72.2M	-$1.58M	8	0.09%	Reduced
78	NGM North Growth Management Vancouver, British Columbia, Canada	$71.2M	+$4.24M	3	11.56%	Increased
79	Fisher Asset Management Camas, Washington	$70.6M	-$1.8M	3	0.04%	Reduced
80	Rockefeller Capital Management New York	$69.9M	+$66.6M	8	0.39%	Increased
81	SM Senvest Management New York	$69.5M	+$13.2M	1	2.02%	Increased
82	Kornitzer Capital Management Shawnee Mission, Kansas	$67.2M	-$25.9M	3	1.01%	Reduced
83	GW&K Investment Management Boston, Massachusetts	$66.6M	+$158K	1	0.58%	Increased
84	Franklin Resources San Mateo, California	$66.2M	-$20.2M	1	0.03%	Reduced
85	Holocene Advisors New York	$65.7M	-$34M	3	0.37%	Reduced
86	Voloridge Investment Management Jupiter, Florida	$65.7M	+$28.8M	4	0.46%	Increased
87	Swiss National Bank Zurich, Switzerland	$63.8M	-$1.91M	7	0.04%	Reduced
88	Royce & Associates New York	$63.7M	-$16.6M	5	0.44%	Reduced
89	Polar Asset Management Partners Toronto, Ontario, Canada	$62M	-$25.6M	1	0.63%	Reduced
90	Mariner Overland Park, Kansas	$61.9M	+$2.61M	3	0.38%	Increased
91	Credit Suisse Zurich, Switzerland	$61.9M	-$33.4M	8	0.03%	Reduced
92	Swedbank Stockholm, Sweden	$61.5M	-$76.5M	1	0.12%	Reduced
93	Retirement Systems of Alabama Montgomery, Alabama	$61.1M	-$36K	3	0.22%	Reduced
94	SCM Shapiro Capital Management Atlanta, Georgia	$60.5M	-$174K	1	1.05%	Reduced
95	Lazard Asset Management New York	$60.4M	+$6.57M	3	0.07%	Increased
96	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$59.2M	-$18.2M	1	1.94%	Reduced
97	New York State Common Retirement Fund Albany, New York	$58.4M	+$1.89M	8	0.06%	Increased
98	GF Greenhouse Funds Baltimore, Maryland	$58.3M	+$8M	1	5.1%	Increased
99	Jennison Associates New York	$58.2M	+$9.86M	1	0.04%	Increased
100	SP Summit Partners Boston, Massachusetts	$56.9M	$0	1	2.96%	Maintained