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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	Soros Fund Management New York	$15.6M	-$18.3M	1	0.26%	Reduced
127	Calamos Advisors Naperville, Illinois	$15.4M	-$723K	1	0.1%	Reduced
128	Marshall Wace London, United Kingdom	$15.3M	+$9.03M	4	0.14%	Increased
129	Jane Street New York	$15.1M	-$2.9M	2	0.09%	Reduced
130	SAM Skyline Asset Management Chicago, Illinois	$14.8M	+$13.7M	1	1.12%	New
131	RB Rodgers Brothers Harmony, Pennsylvania	$14.7M	-$27K	1	6.89%	Reduced
132	RhumbLine Advisers Boston, Massachusetts	$14.4M	+$753K	9	0.05%	Increased
133	PC Pier Capital Stamford, Connecticut	$14.3M	-$6.9M	2	2.47%	Reduced
134	KG Killen Group Berwyn, Pennsylvania	$14.2M	+$1.53M	2	1.47%	Increased
135	Loomis, Sayles & Company Boston, Massachusetts	$14.1M	+$1.09M	2	0.04%	Increased
136	UBS AM Chicago, Illinois	$14M	-$413K	6	0.02%	Reduced
137	Driehaus Capital Management Chicago, Illinois	$13.4M	+$6.32M	3	0.45%	Increased
138	BA Broadview Advisors Milwaukee, Wisconsin	$13.4M	+$271K	1	1.89%	Increased
139	TCM Trafelet Capital Management New York	$13.3M	+$904K	1	10.21%	Increased
140	Macquarie Group Sydney, NSW 2000, Australia	$13.3M	+$2.72M	3	0.03%	Increased
141	Peconic Partners New York	$12.9M	-$27.4M	1	4.27%	Reduced
142	Loews Corp New York	$12.7M	-$1.38M	2	0.1%	Reduced
143	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$12.5M	+$13.2M	1	9.06%	New
144	Federated Hermes Pittsburgh, Pennsylvania	$12.5M	-$9.51M	4	0.04%	Reduced
145	Picton Mahoney Asset Management Toronto, Ontario, Canada	$12.4M	+$4.36M	2	0.74%	Increased
146	Panagora Asset Management Boston, Massachusetts	$12.4M	+$5.61M	4	0.06%	Increased
147	UBS Group Zurich, Switzerland	$12.2M	+$3.04M	8	0.01%	Increased
148	HCM Hodges Capital Management Dallas, Texas	$12.2M	+$13.4M	1	0.51%	New
149	New York State Teachers Retirement System (NYSTRS) Albany, New York	$11.9M	-$80.2K	4	0.03%	Reduced
150	Swiss National Bank Zurich, Switzerland	$11.6M	-$113K	6	0.03%	Reduced