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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	Alyeska Investment Group Chicago, Illinois	$82.6M	-$26.6M	4	0.95%	Reduced
77	Fisher Asset Management Camas, Washington	$81.4M	-$9.44M	2	0.05%	Reduced
78	Rockefeller Capital Management New York	$81.2M	-$180K	7	0.38%	Reduced
79	GW&K Investment Management Boston, Massachusetts	$80.5M	-$453K	1	0.67%	Reduced
80	Eagle Asset Management St Petersburg, Florida	$78.5M	+$19.4M	2	0.34%	Increased
81	SIS Susquehanna International Securities Dublin, Ireland	$78M	-$17.2M	1	47.21%	Reduced
82	Swiss National Bank Zurich, Switzerland	$75.3M	-$640K	7	0.05%	Reduced
83	Lazard Asset Management New York	$74.8M	-$34.1M	5	0.08%	Reduced
84	Swedbank Stockholm, Sweden	$74.4M	-$4.55M	1	0.12%	Reduced
85	Retirement Systems of Alabama Montgomery, Alabama	$73.7M	+$532K	3	0.26%	Increased
86	State of Wisconsin Investment Board Madison, Wisconsin	$72.4M	-$12.7M	7	0.14%	Reduced
87	New York State Common Retirement Fund Albany, New York	$72.3M	+$22.3M	7	0.07%	Increased
88	Voloridge Investment Management Jupiter, Florida	$72.2M	-$4.49M	4	0.4%	Reduced
89	SP Summit Partners Boston, Massachusetts	$69.8M	+$151K	1	2.23%	Increased
90	Wells Fargo San Francisco, California	$69.7M	+$4.88M	11	0.02%	Increased
91	SEI Investments Oaks, Pennsylvania	$68.4M	+$6.33M	6	0.13%	Increased
92	SIM Sadoff Investment Management Milwaukee, Wisconsin	$66.2M	+$889K	1	3.88%	Increased
93	GGHC Gilder Gagnon Howe & Co New York	$65.1M	-$822K	2	0.37%	Reduced
94	Holocene Advisors New York	$65M	+$50.6M	2	0.34%	Increased
95	Polar Asset Management Partners Toronto, Ontario, Canada	$63.1M	-$8.46M	2	0.67%	Reduced
96	Credit Suisse Zurich, Switzerland	$63M	-$2.24M	8	0.03%	Reduced
97	GF Greenhouse Funds Baltimore, Maryland	$62.5M	+$1.12M	1	5.84%	Increased
98	Needham Investment Management New York	$62.3M	+$2.71M	4	7.83%	Increased
99	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$62.3M	-$9.24M	1	2.2%	Reduced
100	Kennedy Capital Management St Louis, Missouri	$62M	+$411K	6	1.31%	Increased