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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	DCM Divisar Capital Management San Francisco, California	$28.1M	+$3.47M	2	9.1%	Increased
102	MAP Managed Asset Portfolios Rochester, Michigan	$26.4M	+$9.6M	2	7.74%	Increased
103	Weiss Multi-Strategy Advisers New York	$25.1M	+$10.8M	3	0.6%	Increased
104	Polar Asset Management Partners Toronto, Ontario, Canada	$24.8M	+$10.1M	2	0.44%	Increased
105	Aperio Group Sausalito, California	$24.8M	+$9.91M	5	0.12%	Increased
106	AIG American International Group New York	$24.7M	+$8.27M	8	0.09%	Increased
107	Swiss National Bank Zurich, Switzerland	$24.6M	+$606K	7	0.03%	Increased
108	Alyeska Investment Group Chicago, Illinois	$24.4M	-$8.82M	2	0.22%	Reduced
109	Capital Fund Management (CFM) Paris, France	$24.3M	+$16.2M	3	0.13%	Increased
110	Polar Capital London, United Kingdom	$24.2M	-$6.21M	1	0.15%	Reduced
111	D.E. Shaw & Co New York	$24M	-$32.5M	8	0.03%	Reduced
112	ICOM Investment Counselors of Maryland Baltimore, Maryland	$23.8M	-$1.29M	1	1.11%	Reduced
113	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$22.1M	+$481K	8	0.05%	Increased
114	Raymond James & Associates St Petersburg, Florida	$22M	+$2.37M	8	0.04%	Increased
115	New York State Teachers Retirement System (NYSTRS) Albany, New York	$20.9M	-$1.77M	5	0.05%	Reduced
116	OMC Overbrook Management Corp New York	$20.8M	+$620K	1	3.94%	Increased
117	Retirement Systems of Alabama Montgomery, Alabama	$20.3M	+$4.83M	2	0.1%	Increased
118	Credit Suisse Zurich, Switzerland	$19.6M	-$10.2M	8	0.02%	Reduced
119	NGM North Growth Management Vancouver, British Columbia, Canada	$19.5M	-$3.3M	2	4.91%	Reduced
120	JP Morgan Private Wealth Advisors San Francisco, California	$19.3M	-$119K	2	0.11%	Reduced
121	AQR Capital Management Greenwich, Connecticut	$19M	+$9.52M	4	0.02%	Increased
122	Mutual of America Capital Management New York	$18.7M	+$4.24M	5	0.28%	Increased
123	ECP Elk Creek Partners Denver, Colorado	$18.5M	+$1.26M	1	1.02%	Increased
124	USAA United Services Automobile Association San Antonio, Texas	$18.5M	+$3.93M	5	0.05%	Increased
125	Guggenheim Capital Chicago, Illinois	$18.4M	-$23.6M	7	0.12%	Reduced