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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	Hood River Capital Management Palm Beach Gardens, Florida	$13.3M	+$3.6M	2	1.84%	Increased
127	BA Broadview Advisors Milwaukee, Wisconsin	$13.1M	+$94.1K	1	1.82%	Increased
128	AQR Capital Management Greenwich, Connecticut	$13.1M	+$9.03M	6	0.03%	Increased
129	RB Rodgers Brothers Harmony, Pennsylvania	$12.8M	+$146K	1	6.43%	Increased
130	RhumbLine Advisers Boston, Massachusetts	$12.7M	+$1.61M	9	0.04%	Increased
131	Loomis, Sayles & Company Boston, Massachusetts	$12.6M	+$236K	2	0.04%	Increased
132	OAM Oxford Asset Management Oxford, United Kingdom	$12.6M	+$8.89M	4	0.4%	Increased
133	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$12.3M	+$2.77M	1	0.14%	Increased
134	QS Investors New York	$12.3M	+$4.49M	3	0.13%	Increased
135	PCM Penn Capital Management Philadelphia, Pennsylvania	$12.3M	-$3.78M	2	0.65%	Reduced
136	KG Killen Group Berwyn, Pennsylvania	$12.2M	+$456K	2	1.14%	Increased
137	Great Lakes Advisors Chicago, Illinois	$12.1M	+$3.07M	2	0.38%	Increased
138	Granahan Investment Management Waltham, Massachusetts	$12M	-$898K	2	0.37%	Reduced
139	LOAMU Lombard Odier Asset Management (USA) New York	$11.9M	-$732K	2	1.04%	Reduced
140	American Century Companies Kansas City, Missouri	$11.6M	+$5.24M	3	0.01%	Increased
141	Macquarie Group Sydney, NSW 2000, Australia	$11.4M	+$1.27M	2	0.02%	Increased
142	BA Boston Advisors Boston, Massachusetts	$11.2M	+$10.2M	2	0.42%	Increased
143	NC Nokomis Capital Dallas, Texas	$11M	-$2.57M	1	3.16%	Reduced
144	Swiss National Bank Zurich, Switzerland	$11M	+$3.09M	6	0.03%	Increased
145	Primecap Management Pasadena, California	$10.8M	-$2.51M	1	0.01%	Reduced
146	LCP Lombardia Capital Partners Pasadena, California	$10.8M	-$10.9M	1	0.52%	Reduced
147	Fidelity International Hamilton, Bermuda	$10.8M	-$25.3M	2	0.04%	Reduced
148	New York State Teachers Retirement System (NYSTRS) Albany, New York	$10.6M	+$2.43M	4	0.03%	Increased
149	HCMT Highland Capital Management (Texas) Dallas, Texas	$10.5M	+$11.8M	1	0.31%	New
150	Emerald Advisers Leola, Pennsylvania	$10.3M	+$3.07M	2	0.54%	Increased