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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	Natixis Advisors Boston, Massachusetts	$38.7M	-$5.93M	6	0.16%	Reduced
102	Acadian Asset Management Boston, Massachusetts	$38.2M	-$59.9M	2	0.21%	Reduced
103	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$37.7M	-$7.58M	3	2.39%	Reduced
104	Kornitzer Capital Management Shawnee Mission, Kansas	$37.3M	+$5.05M	3	0.8%	Increased
105	Capital International Investors Los Angeles, California	$37M	+$663K	1	0.01%	Increased
106	Rockefeller Capital Management New York	$36.6M	-$4.38M	7	0.19%	Reduced
107	Snyder Capital Management San Francisco, California	$36.5M	+$5.89M	1	0.93%	Increased
108	California Public Employees Retirement System Sacramento, California	$36M	+$9.04M	3	0.03%	Increased
109	GF Greenhouse Funds Baltimore, Maryland	$34.9M	+$1.08M	1	3.98%	Increased
110	Advisors Capital Management Ridgewood, New Jersey	$34.7M	+$2.22M	3	0.93%	Increased
111	Natixis Paris, France	$34.2M	+$29.7M	3	0.16%	Increased
112	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$34.1M	+$40.7M	7	0.58%	New
113	SIM Sadoff Investment Management Milwaukee, Wisconsin	$33.6M	-$788K	1	2.62%	Reduced
114	Wells Fargo San Francisco, California	$33.6M	-$1.09M	11	0.01%	Reduced
115	DCM Divisar Capital Management San Francisco, California	$33.4M	+$10.2M	3	9.84%	Increased
116	UBS AM Chicago, Illinois	$32.2M	-$1.77M	7	0.02%	Reduced
117	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$32.2M	+$39.6M	5	0.38%	New
118	Citigroup New York	$31.8M	-$931K	11	0.02%	Reduced
119	AIG American International Group New York	$31.6M	+$4.98M	8	0.23%	Increased
120	Amundi Paris, France	$31M	+$33.5M	2	0.02%	Increased
121	Giverny Capital Montreal, Quebec, Canada	$30.2M	+$495K	2	2.04%	Increased
122	Jennison Associates New York	$29.7M	-$8.35M	1	0.03%	Reduced
123	Squarepoint New York	$29.5M	+$13.2M	6	0.15%	Increased
124	CGM Capital Growth Management Boston, Massachusetts	$29.3M	+$33.3M	1	3.85%	New
125	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$29M	+$7.87M	2	0.24%	Increased