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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	Bowen Hanes & Co Ponte Vedra Beach, Florida	$29.8M	-$177K	1	1.46%	Reduced
102	Rothschild & Co Asset Management US Stamford, Connecticut	$29.7M	+$2.68M	2	0.33%	Increased
103	California Public Employees Retirement System Sacramento, California	$29.6M	+$645K	8	0.05%	Increased
104	Calamos Advisors Naperville, Illinois	$29M	-$547K	2	0.21%	Reduced
105	Massachusetts Financial Services Boston, Massachusetts	$29M	+$28M	1	0.01%	New
106	RhumbLine Advisers Boston, Massachusetts	$28.3M	+$2.12M	8	0.06%	Increased
107	Guggenheim Capital Chicago, Illinois	$28M	+$5.54M	9	0.07%	Increased
108	D.E. Shaw & Co New York	$27.6M	-$52.2M	6	0.05%	Reduced
109	Hood River Capital Management Palm Beach Gardens, Florida	$27.3M	+$14.8M	2	1.88%	Increased
110	UBS AM Chicago, Illinois	$27.1M	-$15.6M	8	0.03%	Reduced
111	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$27.1M	-$453K	8	0.06%	Reduced
112	SRFM Shannon River Fund Management New York	$26.7M	+$16.2M	2	7.84%	Increased
113	Empyrean Capital Partners Los Angeles, California	$26.7M	$0	1	1.14%	Maintained
114	Raymond James & Associates St Petersburg, Florida	$25.6M	-$906K	6	0.06%	Reduced
115	RB Rodgers Brothers Harmony, Pennsylvania	$25.4M	+$146K	1	9.36%	Increased
116	Swiss National Bank Zurich, Switzerland	$25.1M	+$2.99M	8	0.03%	Increased
117	GIP Granite Investment Partners El Segundo, California	$25M	+$542K	2	1.68%	Increased
118	Tocqueville Asset Management New York	$24.5M	+$2.96M	4	0.29%	Increased
119	Arrowstreet Capital Boston, Massachusetts	$23.1M	+$3.36M	2	0.07%	Increased
120	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$21.6M	+$1.69M	1	1.45%	Increased
121	AQR Arbitrage Greenwich, Connecticut	$21.4M	-$4.14M	1	0.23%	Reduced
122	UBS Group Zurich, Switzerland	$21.3M	+$3.51M	9	0.01%	Increased
123	New York State Teachers Retirement System (NYSTRS) Albany, New York	$20.6M	+$140K	5	0.05%	Increased
124	American Century Companies Kansas City, Missouri	$20.1M	-$2.77M	3	0.02%	Reduced
125	FA Friess Associates Greenville, Delaware	$19.8M	+$2.33M	2	1.8%	Increased