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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	Federated Hermes Pittsburgh, Pennsylvania	$16.5M	-$673K	3	0.05%	Reduced
102	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$16.3M	+$3.62M	2	0.06%	Increased
103	SCA Summit Creek Advisors Minneapolis, Minnesota	$16.1M	-$4.39M	1	2.41%	Reduced
104	FA Friess Associates Greenville, Delaware	$16M	-$349K	1	1.29%	Reduced
105	Balyasny Asset Management Chicago, Illinois	$15.9M	-$7.99M	2	0.13%	Reduced
106	ARTA A.R.T. Advisors New York	$15.5M	+$6.38M	7	0.54%	Increased
107	CC Clearline Capital New York	$15.5M	-$9.16M	1	2.32%	Reduced
108	Loews Corp New York	$15.2M	+$1.99M	2	0.1%	Increased
109	Capital Research Global Investors Los Angeles, California	$15.1M	$0	1	0.01%	Maintained
110	LOAMU Lombard Odier Asset Management (USA) New York	$14.9M	-$155K	2	1.19%	Reduced
111	RB Rodgers Brothers Harmony, Pennsylvania	$14.6M	+$62.6K	1	7.14%	Increased
112	VOYA Investment Management Atlanta, Georgia	$14.5M	-$11.6M	4	0.03%	Reduced
113	Jacobs Levy Equity Management Florham Park, New Jersey	$14.2M	-$3.15M	3	0.24%	Reduced
114	GMCM Gruber & McBaine Capital Management San Francisco, California	$14M	+$1.78M	5	3.74%	Increased
115	BA Broadview Advisors Milwaukee, Wisconsin	$14M	-$727K	1	1.38%	Reduced
116	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$13.7M	-$3.99M	1	0.15%	Reduced
117	Masters Capital Management Atlanta, Georgia	$13.5M	$0	1	0.39%	Maintained
118	Fuller & Thaler Asset Management San Mateo, California	$13.3M	-$15.1K	1	0.43%	Reduced
119	AllianceBernstein Nashville, Tennessee	$13.1M	-$332K	7	0.01%	Reduced
120	ACM Andor Capital Management Rye Brook, New York	$13M	+$11.7M	1	1.3%	New
121	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$13M	-$249K	6	0.03%	Reduced
122	NFA Nationwide Fund Advisors Columbus, Ohio	$12.9M	+$1.18M	8	0.05%	Increased
123	Loomis, Sayles & Company Boston, Massachusetts	$12.7M	-$2.93M	2	0.04%	Reduced
124	Primecap Management Pasadena, California	$12.2M	-$19.9K	1	0.01%	Reduced
125	William Blair & Company Chicago, Illinois	$12.2M	-$55.4K	3	0.02%	Reduced