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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	FFM FengHe Fund Management Singapore	$51.7M	-$48.1M	1	7.21%	Reduced
102	Select Equity Group New York	$49.1M	-$26.8M	2	0.19%	Reduced
103	Comerica Bank Dallas, Texas	$49.1M	+$8.61M	6	0.2%	Increased
104	Barclays London, United Kingdom	$48.8M	-$8.7M	10	0.01%	Reduced
105	DG DigitalBridge Group Boca Raton, Florida	$48.5M	-$2.97M	2	4.17%	Reduced
106	ACM Analog Century Management New York	$48.3M	-$10.9M	1	4.78%	Reduced
107	Folketrygdfondet Oslo Norway, Norway	$46.7M	$0	1	0.82%	Maintained
108	Two Sigma Advisers New York	$46.6M	-$96.5K	6	0.1%	Reduced
109	NCGI Next Century Growth Investors Plymouth, Minnesota	$46.5M	+$18.7M	3	3.86%	Increased
110	Polar Asset Management Partners Toronto, Ontario, Canada	$45.9M	-$32.7M	3	0.95%	Reduced
111	Fuller & Thaler Asset Management San Mateo, California	$45.4M	+$21.8M	3	0.19%	Increased
112	Paradigm Capital Management Inc Albany, New York	$45M	-$7.1M	3	2.05%	Reduced
113	Robeco Schweiz Zurich, Switzerland	$42.9M	$0	1	0.82%	Maintained
114	Verition Fund Management Greenwich, Connecticut	$41.8M	+$22.9M	7	0.23%	Increased
115	Renaissance Technologies New York	$41M	-$8.72M	3	0.07%	Reduced
116	Wealth Enhancement Advisory Services Plymouth, Minnesota	$40.7M	-$467K	4	0.1%	Reduced
117	Clal Insurance Tel-Aviv, Israel	$40.4M	-$1.66M	1	0.42%	Reduced
118	Susquehanna International Group Bala Cynwyd, Pennsylvania	$40M	+$10.3M	10	0.01%	Increased
119	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$39.7M	+$698K	4	0.11%	Increased
120	Russell Investments Group London, United Kingdom	$39.2M	+$12.9M	9	0.06%	Increased
121	NM NWI Management New York	$39.1M	+$10.8M	1	1.43%	Increased
122	AL Arnhold LLC New York	$38.1M	-$1.37M	2	4.02%	Reduced
123	CF Corebridge Financial Houston, Texas	$36.5M	+$32.5M	9	0.2%	New
124	California Public Employees Retirement System Sacramento, California	$36.4M	-$462K	4	0.03%	Reduced
125	Slate Path Capital New York	$36.1M	-$143M	1	0.69%	Reduced