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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
101	Masters Capital Management Atlanta, Georgia	$13.7M	-$77.8K	1	0.74%	Reduced
102	UBS AM Chicago, Illinois	$13.5M	+$9.73M	4	0.02%	Increased
103	Jennison Associates New York	$13.4M	+$10.9M	2	0.01%	Increased
104	ING Group Amsterdam, Netherlands	$13.2M	-$20.6M	1	0.07%	Reduced
105	City National Bank Beverly Hills, Delaware	$13.2M	+$8.43M	2	0.23%	Increased
106	RhumbLine Advisers Boston, Massachusetts	$13.1M	-$146K	7	0.04%	Reduced
107	Third Point New York	$13M	+$9.43M	1	0.32%	New
108	William Blair & Company Chicago, Illinois	$12.7M	-$6.39K	2	0.02%	Reduced
109	Northern Trust Company of Connecticut Stamford, Connecticut	$12.7M	+$39.3K	3	0.08%	Increased
110	ACM Andor Capital Management Rye Brook, New York	$12.5M	+$11.3M	1	0.93%	New
111	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$12.1M	+$354K	6	0.04%	Increased
112	Polar Capital London, United Kingdom	$12M	+$5.24M	1	0.32%	Increased
113	SG Americas Securities New York	$11.6M	+$8.22M	5	0.05%	Increased
114	Axa Paris, France	$11.5M	$0	1	0.06%	Maintained
115	RI RWWM Inc Rocklin, California	$11.4M	+$129K	1	7.93%	Increased
116	ARTA A.R.T. Advisors New York	$11M	-$11.8M	4	0.6%	Reduced
117	New York State Teachers Retirement System (NYSTRS) Albany, New York	$11M	-$143K	3	0.03%	Reduced
118	MWR McAdams Wright Ragen Seattle, Washington	$10.8M	-$3.47M	1	0.86%	Reduced
119	Mackenzie Financial Toronto Ontario, Ontario, Canada	$10.6M	-$1.54M	2	0.05%	Reduced
120	WCM Waterstone Capital Management St. Louis Park, Minnesota	$10.5M	+$1.28M	1	1.25%	Increased
121	Schroder Investment Management Group London, United Kingdom	$10.5M	-$1.9M	3	0.03%	Reduced
122	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$10.3M	-$30.9K	6	0.02%	Reduced
123	FRM Foundation Resource Management Little Rock, Arkansas	$10.3M	-$10.4K	1	1.32%	Reduced
124	Susquehanna International Group Bala Cynwyd, Pennsylvania	$10.1M	-$41.3M	5	0.01%	Reduced
125	HCMT Highland Capital Management (Texas) Dallas, Texas	$10.1M	+$6.42M	1	0.65%	Increased