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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	Two Sigma Investments New York	$33.1M	+$13.4M	5	0.09%	Increased
102	Jennison Associates New York	$33M	-$289K	1	0.03%	Reduced
103	Robeco Schweiz Zurich, Switzerland	$33M	$0	1	0.56%	Maintained
104	UBS AM Chicago, Illinois	$32.9M	+$1.12M	8	0.01%	Increased
105	VOYA Investment Management Atlanta, Georgia	$32.6M	-$5.02M	8	0.04%	Reduced
106	Royal Bank of Canada Toronto, Ontario, Canada	$32.5M	+$999K	12	0.01%	Increased
107	Woodline Partners San Francisco, California	$32.4M	-$53.5M	3	0.38%	Reduced
108	Weiss Multi-Strategy Advisers New York	$32.4M	-$3.64M	3	0.77%	Reduced
109	Hood River Capital Management Palm Beach Gardens, Florida	$32.2M	+$32.2M	2	1.04%	New
110	AIG American International Group New York	$30.5M	-$2.09M	8	0.2%	Reduced
111	Fisher Asset Management Camas, Washington	$30.4M	-$1.1M	1	0.02%	Reduced
112	Lazard Asset Management New York	$30.3M	-$2.29M	3	0.04%	Reduced
113	Cubist Systematic Strategies Stamford, Connecticut	$29.4M	+$21M	6	0.22%	Increased
114	TimesSquare Capital Management New York	$28.8M	-$8.89M	1	0.45%	Reduced
115	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$28.5M	-$972K	1	1.59%	Reduced
116	Kennedy Capital Management St Louis, Missouri	$28M	-$11.4M	6	0.68%	Reduced
117	Two Sigma Advisers New York	$27.9M	+$1.9M	3	0.07%	Increased
118	Jane Street New York	$27.3M	-$11.8M	9	0.01%	Reduced
119	Squarepoint New York	$26.8M	-$14M	7	0.07%	Reduced
120	Balyasny Asset Management Chicago, Illinois	$26.7M	-$9.07M	5	0.05%	Reduced
121	DnB Asset Management Oslo, Norway	$25.6M	$0	1	0.15%	Maintained
122	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$25.2M	-$2.09M	8	0.04%	Reduced
123	Scout Investments Kansas City, Missouri	$25.1M	-$5.77M	3	0.57%	Reduced
124	AL Arnhold LLC New York	$24.3M	+$4M	2	2.9%	Increased
125	LPL Financial San Diego, California	$24.3M	+$1.54M	8	0.02%	Increased