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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
126	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$11.6M	$0	2	0.05%	Maintained
127	Renaissance Technologies New York	$11.6M	-$25.5M	5	0.03%	Reduced
128	WSA Wall Street Associates Lajolla, California	$11.5M	+$568K	2	0.94%	Increased
129	CPIM Columbia Partners Investment Management Alexandria, Virginia	$11.5M	+$3.05M	1	0.5%	Increased
130	MC Maplelane Capital New York	$11.4M	+$11.6M	1	0.38%	New
131	PCM Penn Capital Management Philadelphia, Pennsylvania	$11.3M	+$82K	2	0.43%	Increased
132	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$11.2M	+$166K	7	0.03%	Increased
133	RhumbLine Advisers Boston, Massachusetts	$11.1M	-$178K	6	0.03%	Reduced
134	PP PDT Partners New York	$11M	+$7.69M	4	0.27%	Increased
135	KLWA Kelly Lawrence W & Associates Pasadens, California	$11M	+$1.42M	2	2.53%	Increased
136	Victory Capital Management San Antonio, Texas	$10.9M	-$754K	1	0.07%	Reduced
137	LOM Loeb Offshore Management New York	$10.9M	+$8.88M	1	3.11%	Increased
138	FRM Foundation Resource Management Little Rock, Arkansas	$10.8M	-$341K	1	1.38%	Reduced
139	AAP Ardsley Advisory Partners Stamford, Connecticut	$10.7M	+$9.21M	2	1.6%	Increased
140	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$10.4M	-$3.73M	1	1.1%	Reduced
141	TM Tiger Management New York	$10.3M	+$10.3M	2	3.39%	Increased
142	Adage Capital Partners Boston, Massachusetts	$10.3M	+$10.5M	1	0.03%	New
143	Ariel Investments Chicago, Illinois	$9.98M	+$2.69M	1	0.12%	Increased
144	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$9.9M	-$16.5K	6	0.02%	Reduced
145	BS Bow Street New York	$9.9M	+$2.68M	1	4.72%	Increased
146	Granahan Investment Management Waltham, Massachusetts	$9.88M	+$8.25M	1	0.27%	Increased
147	RIM Rainier Investment Management Seattle, Washington	$9.82M	-$1.74M	1	0.12%	Reduced
148	Polar Asset Management Partners Toronto, Ontario, Canada	$9.69M	+$1.99M	1	0.43%	Increased
149	Marshall Wace London, United Kingdom	$9.58M	+$9.74M	3	0.17%	New
150	Emerald Advisers Leola, Pennsylvania	$9.57M	-$5.15M	2	0.54%	Reduced