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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	Kennedy Capital Management St Louis, Missouri	$40.7M	-$2.05M	6	1.15%	Reduced
102	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$39.7M	-$11.3M	9	0.02%	Reduced
103	Robeco Schweiz Zurich, Switzerland	$39.6M	-$17.8M	1	0.72%	Reduced
104	Credit Suisse Zurich, Switzerland	$38.3M	+$16.5M	9	0.04%	Increased
105	Capital International Investors Los Angeles, California	$38M	-$2.41M	1	0.01%	Reduced
106	Fisher Asset Management Camas, Washington	$37.8M	-$937K	1	0.03%	Reduced
107	Giverny Capital Montreal, Quebec, Canada	$37.7M	+$320K	2	2.33%	Increased
108	MAG Mass Ave Global New York	$36.8M	+$1.8M	1	10.75%	Increased
109	Snyder Capital Management San Francisco, California	$36.6M	-$244K	1	0.82%	Reduced
110	TimesSquare Capital Management New York	$36M	-$11.4M	1	0.51%	Reduced
111	Assenagon Asset Management Senningerberg, Luxembourg	$35.8M	+$8.48M	4	0.13%	Increased
112	Wells Fargo San Francisco, California	$35.7M	+$2.86M	11	0.01%	Increased
113	California Public Employees Retirement System Sacramento, California	$34.6M	-$2.42M	3	0.03%	Reduced
114	Needham Investment Management New York	$34.5M	+$4.05M	4	6.24%	Increased
115	UBS AM Chicago, Illinois	$34.2M	+$239K	8	0.02%	Increased
116	Lazard Asset Management New York	$33.8M	-$822K	4	0.05%	Reduced
117	AIG American International Group New York	$33.6M	-$28.4K	8	0.23%	Reduced
118	ST SAL Trading Bala Cynwyd, Pennsylvania	$33M	-$39.2M	1	19.16%	Reduced
119	ACM AIGH Capital Management Baltimore, Maryland	$31.2M	+$8.86M	3	10.29%	Increased
120	Advisors Capital Management Ridgewood, New Jersey	$30.7M	-$4.57M	3	0.83%	Reduced
121	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$30.3M	-$4.89M	2	0.23%	Reduced
122	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$30.2M	+$24.3M	1	1.33%	Increased
123	State of Wisconsin Investment Board Madison, Wisconsin	$30M	-$13.4M	8	0.1%	Reduced
124	Squarepoint New York	$29.6M	-$2.85M	7	0.12%	Reduced
125	Royce & Associates New York	$29.5M	+$3.67M	5	0.31%	Increased