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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	AIG American International Group New York	$48.7M	+$477K	8	0.17%	Increased
102	Janus Henderson Group London,	$48.4M	-$148M	1	0.02%	Reduced
103	Legal & General Group London, United Kingdom	$48.1M	+$1.31M	8	0.02%	Increased
104	T. Rowe Price Associates Baltimore, Maryland	$47.4M	+$11.1M	6	0%	Increased
105	Peregrine Capital Management Minneapolis, Minnesota	$47.4M	-$6.5M	2	0.88%	Reduced
106	GF Greenhouse Funds Baltimore, Maryland	$47M	-$4.98M	1	5.05%	Reduced
107	SIM Sadoff Investment Management Milwaukee, Wisconsin	$46.5M	-$143K	1	3.26%	Reduced
108	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$46.1M	+$114K	8	0.06%	Increased
109	Bank of Montreal Toronto, Ontario, Canada	$42.9M	-$10.4M	9	0.03%	Reduced
110	Citigroup New York	$42.9M	+$10.6M	10	0.03%	Increased
111	Jennison Associates New York	$42.8M	+$23.2M	1	0.03%	Increased
112	Fuller & Thaler Asset Management San Mateo, California	$40.4M	+$8.77M	2	0.28%	Increased
113	Atreides Management Boston, Massachusetts	$40.4M	+$48.5M	1	0.91%	New
114	AQR Capital Management Greenwich, Connecticut	$39.9M	+$12.6M	6	0.07%	Increased
115	PIM Platinum Investment Management Sydney Australia 2000, Australia	$39.7M	+$38.2M	1	0.89%	Increased
116	Weiss Multi-Strategy Advisers New York	$39.7M	+$3.75M	5	0.87%	Increased
117	Assenagon Asset Management Senningerberg, Luxembourg	$39.3M	+$36.2M	5	0.16%	Increased
118	Needham Investment Management New York	$38.9M	+$12M	5	5.32%	Increased
119	SCM Segantii Capital Management Hong Kong	$38.9M	+$40.6M	1	1.67%	New
120	Mutual of America Capital Management New York	$37.8M	-$5.89M	5	0.4%	Reduced
121	Stephens Investment Management Group Houston, Texas	$37.1M	+$10.4M	1	0.54%	Increased
122	DCM Divisar Capital Management San Francisco, California	$36.8M	-$6.37M	3	12.44%	Reduced
123	SEI Investments Oaks, Pennsylvania	$35.9M	-$3.98M	6	0.09%	Reduced
124	Glenmede Trust Philadelphia, Pennsylvania	$35.7M	-$46.5M	2	0.19%	Reduced
125	Ensign Peak Advisors Salt Lake City, Utah	$35.4M	-$5.17M	5	0.08%	Reduced