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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	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$21.3M	-$4.14M	1	1.41%	Reduced
127	Legal & General Group London, United Kingdom	$20.5M	+$1.76M	9	0.02%	Increased
128	Alyeska Investment Group Chicago, Illinois	$20.1M	+$7.86M	1	0.15%	Increased
129	SAM Skyline Asset Management Chicago, Illinois	$19.6M	+$1.15M	1	1.55%	Increased
130	TI TT International London, United Kingdom	$19.1M	+$20.9M	1	3.21%	New
131	SC Shellback Capital Boston, Massachusetts	$19.1M	-$9.83M	1	1.72%	Reduced
132	ZDA Zweig-DiMenna Associates New York	$19.1M	-$11.8M	3	1.71%	Reduced
133	Barclays London, United Kingdom	$19M	+$477K	9	0.02%	Increased
134	JP Morgan Private Wealth Advisors San Francisco, California	$18.8M	-$1.89M	2	0.14%	Reduced
135	Columbia Wanger Asset Management Chicago, Illinois	$18.7M	+$16.9M	1	0.28%	New
136	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$18M	+$2.52M	9	0.02%	Increased
137	UBS AM Chicago, Illinois	$17.9M	-$6.31M	9	0.02%	Reduced
138	AIG American International Group New York	$17.1M	+$840K	8	0.06%	Increased
139	D.E. Shaw & Co New York	$16.4M	-$13.2M	5	0.03%	Reduced
140	Bank of Montreal Toronto, Ontario, Canada	$16.3M	+$1.03M	9	0.01%	Increased
141	ECP Elk Creek Partners Denver, Colorado	$16.3M	+$1.74M	1	1.02%	Increased
142	Jefferies Group New York	$16.2M	+$8.96M	6	0.11%	Increased
143	DCM Divisar Capital Management San Francisco, California	$16M	+$3.13M	1	6.45%	Increased
144	First Trust Advisors Wheaton, Illinois	$16M	+$915K	6	0.04%	Increased
145	Massachusetts Financial Services Boston, Massachusetts	$16M	-$7.88M	1	0.01%	Reduced
146	AQR Capital Management Greenwich, Connecticut	$15.5M	+$23.7K	7	0.02%	Increased
147	MAP Managed Asset Portfolios Rochester, Michigan	$15M	+$4.96M	2	4.68%	Increased
148	Retirement Systems of Alabama Montgomery, Alabama	$15M	-$1.67M	1	0.08%	Reduced
149	Stephens Investment Management Group Houston, Texas	$14.9M	+$3.37M	1	0.34%	Increased
150	AAM Aureus Asset Management Boston, Massachusetts	$14.8M	+$1.43M	2	2.34%	Increased