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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	LI LMCG Investments Boston, Massachusetts	$19.7M	+$21.4M	1	0.42%	New
102	PC Pier Capital Stamford, Connecticut	$18.7M	-$1.54M	3	3.04%	Reduced
103	FA Friess Associates Greenville, Delaware	$18.2M	-$22.4M	1	1.69%	Reduced
104	Jane Street New York	$17.4M	+$761K	4	0.11%	Increased
105	SoftBank Group Tokyo, Japan	$16.9M	$0	1	0.13%	Maintained
106	CCM Cupps Capital Management Chicago, Illinois	$16.5M	+$6.66M	1	2.19%	Increased
107	Braun Stacey Associates New York	$16.1M	+$42.8K	1	1.08%	Increased
108	AAP Ardsley Advisory Partners Stamford, Connecticut	$16.1M	+$3.17M	1	3.91%	Increased
109	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$15.9M	+$2M	8	0.04%	Increased
110	NFA Nationwide Fund Advisors Columbus, Ohio	$15.8M	+$1.76M	8	0.07%	Increased
111	Calamos Advisors Naperville, Illinois	$15.6M	+$811K	2	0.11%	Increased
112	AIC AWM Investment Company New York	$15.5M	+$6.21M	1	2.99%	Increased
113	Highbridge Capital Management New York	$15.4M	+$13.9M	2	0.24%	Increased
114	Whale Rock Capital Management Boston, Massachusetts	$15.2M	+$12.4M	1	1.51%	Increased
115	D.E. Shaw & Co New York	$15.1M	-$3.83M	6	0.02%	Reduced
116	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$14.7M	+$7.27M	3	0.96%	Increased
117	Loews Corp New York	$14.6M	-$1.15M	2	0.12%	Reduced
118	Capital Fund Management (CFM) Paris, France	$14.6M	+$14.5M	4	0.16%	Increased
119	SCA Summit Creek Advisors Minneapolis, Minnesota	$14.3M	+$1.59M	1	2.32%	Increased
120	UBS AM Chicago, Illinois	$14.1M	+$3.29M	6	0.02%	Increased
121	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$14.1M	-$3.61M	1	0.87%	Reduced
122	HHC Hutchin Hill Capital New York	$14M	+$14.1M	4	0.54%	Increased
123	TCM Trafelet Capital Management New York	$13.6M	+$2.07M	1	9.19%	Increased
124	Masters Capital Management Atlanta, Georgia	$13.6M	$0	1	0.46%	Maintained
125	Balyasny Asset Management Chicago, Illinois	$13.4M	-$31.3M	2	0.1%	Reduced