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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	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$20.4M	+$2.43M	8	0.04%	Increased
102	Barclays London, United Kingdom	$20M	-$1.88M	9	0.03%	Reduced
103	RIM Rainier Investment Management Seattle, Washington	$19.7M	+$17.4M	2	0.88%	New
104	Hood River Capital Management Palm Beach Gardens, Florida	$19.5M	+$1.39M	2	2.61%	Increased
105	SAM Skyline Asset Management Chicago, Illinois	$19.2M	+$1.65M	1	1.36%	Increased
106	Eaton Vance Management Boston, Massachusetts	$19M	-$8.6M	4	0.06%	Reduced
107	NFA Nationwide Fund Advisors Columbus, Ohio	$18.6M	+$936K	8	0.08%	Increased
108	KI Kalmar Investments Greenville, Delaware	$18.5M	+$16.5M	1	0.76%	New
109	Federated Hermes Pittsburgh, Pennsylvania	$18.1M	+$6.38M	4	0.06%	Increased
110	ZDA Zweig-DiMenna Associates New York	$18M	-$965K	2	1.59%	Reduced
111	VOYA Investment Management Atlanta, Georgia	$17.4M	+$12.5M	7	0.04%	Increased
112	Two Sigma Advisers New York	$17.4M	+$11.8M	4	0.1%	Increased
113	OAM Oxford Asset Management Oxford, United Kingdom	$17.2M	-$2.48M	3	0.49%	Reduced
114	RB Rodgers Brothers Harmony, Pennsylvania	$17.1M	-$155K	1	7.43%	Reduced
115	Kornitzer Capital Management Shawnee Mission, Kansas	$16.9M	-$4.17M	2	0.29%	Reduced
116	Palisade Capital Management Fort Lee, New Jersey	$16.8M	-$10M	2	0.55%	Reduced
117	SCA Summit Creek Advisors Minneapolis, Minnesota	$16.5M	-$2.27M	1	2.6%	Reduced
118	PC Pier Capital Stamford, Connecticut	$16.5M	+$1.99M	3	3.18%	Increased
119	PCM Portolan Capital Management Boston, Massachusetts	$16.1M	+$9.02M	3	2.15%	Increased
120	NAM Nichols Asset Management Sudbury, Massachusetts	$16M	+$7.47M	2	3.54%	Increased
121	Guggenheim Capital Chicago, Illinois	$16M	+$265K	9	0.05%	Increased
122	AQR Capital Management Greenwich, Connecticut	$15.9M	-$3.53M	6	0.03%	Reduced
123	Jupiter Investment Management London, United Kingdom	$15.9M	+$15.1M	3	0.33%	New
124	PCM Penn Capital Management Philadelphia, Pennsylvania	$15.4M	+$12.7M	1	0.88%	Increased
125	GGHC Gilder Gagnon Howe & Co New York	$15.3M	-$10.1M	3	0.3%	Reduced