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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	RhumbLine Advisers Boston, Massachusetts	$15.2M	+$339K	9	0.05%	Increased
127	Axa Paris, France	$15.1M	-$8.02M	3	0.07%	Reduced
128	SC Shellback Capital Boston, Massachusetts	$15M	+$14.6M	1	1.61%	New
129	EI EAM Investors Solana Beach, California	$14.8M	+$5.01M	6	2.31%	Increased
130	RSCM Rail-Splitter Capital Management Chicago, Illinois	$14.6M	+$13.6M	2	3.63%	New
131	Jacobs Levy Equity Management Florham Park, New Jersey	$14.5M	+$3.22M	3	0.31%	Increased
132	VAM Visium Asset Management New York	$14.5M	+$7.21M	3	0.25%	Increased
133	BA Broadview Advisors Milwaukee, Wisconsin	$14.5M	+$2.11M	1	2.07%	Increased
134	Swiss National Bank Zurich, Switzerland	$14.4M	+$2.97M	6	0.03%	Increased
135	Jefferies Group New York	$14.4M	+$13.2M	3	0.08%	Increased
136	Macquarie Group Sydney, NSW 2000, Australia	$14.2M	+$1.96M	2	0.03%	Increased
137	RHJA Rice Hall James & Associates San Diego, California	$14.2M	+$11.6M	3	0.82%	Increased
138	Driehaus Capital Management Chicago, Illinois	$14.1M	-$1.05M	3	0.46%	Reduced
139	WC Weatherbie Capital Boston, Massachusetts	$14.1M	+$12.6M	1	1.86%	New
140	SoftBank Group Tokyo, Japan	$13.9M	$0	1	0.12%	Maintained
141	Fred Alger Management New York	$13.8M	+$12.8M	2	0.07%	New
142	New York State Teachers Retirement System (NYSTRS) Albany, New York	$13.8M	+$518K	4	0.04%	Increased
143	OppenheimerFunds New York	$13.7M	+$13M	5	0.02%	Increased
144	Calamos Advisors Naperville, Illinois	$13.4M	+$377K	2	0.09%	Increased
145	Loomis, Sayles & Company Boston, Massachusetts	$13.3M	-$52.6K	3	0.04%	Reduced
146	AAM Aureus Asset Management Boston, Massachusetts	$13M	+$630K	2	2.84%	Increased
147	Citigroup New York	$12.8M	+$4.88M	9	0.01%	Increased
148	TCM Trafelet Capital Management New York	$12.6M	+$1.14M	1	11.16%	Increased
149	JP Morgan Private Wealth Advisors San Francisco, California	$12.3M	+$10.2M	3	0.12%	Increased
150	Castleark Management Chicago, Illinois	$12.2M	+$10.8M	2	0.38%	New