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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	TI TT International London, United Kingdom	$17.7M	+$7.61M	1	2.56%	Increased
127	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$17.6M	-$6.49M	1	1.24%	Reduced
128	OMC Overbrook Management Corp New York	$17.5M	+$5.25M	1	3.54%	Increased
129	USAA United Services Automobile Association San Antonio, Texas	$16.7M	-$14.4M	3	0.05%	Reduced
130	Raymond James & Associates St Petersburg, Florida	$16.6M	-$3.35M	8	0.03%	Reduced
131	AIG American International Group New York	$15.7M	+$151K	8	0.05%	Increased
132	AIC AWM Investment Company New York	$15.4M	-$691K	1	2.99%	Reduced
133	KIP Kayak Investment Partners San Francisco, California	$15.3M	+$4.24M	1	7.44%	Increased
134	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$15.2M	+$17.3M	1	0.15%	New
135	Gotham Asset Management New York	$15.1M	+$11.7M	1	0.22%	Increased
136	D.E. Shaw & Co New York	$14.9M	-$1.48M	6	0.02%	Reduced
137	Polar Asset Management Partners Toronto, Ontario, Canada	$14.9M	+$6.19M	1	0.24%	Increased
138	BNP Paribas Financial Markets Paris, France	$14.8M	+$3.63M	9	0.03%	Increased
139	Robeco Schweiz Zurich, Switzerland	$14.7M	+$11.7M	1	0.97%	Increased
140	BA Broadview Advisors Milwaukee, Wisconsin	$14.5M	+$1.71M	1	2.06%	Increased
141	Voloridge Investment Management Jupiter, Florida	$14.4M	+$14.8M	2	0.31%	New
142	Arizona State Retirement System Phoenix, Arizona	$14.4M	+$9.59M	5	0.14%	Increased
143	Retirement Systems of Alabama Montgomery, Alabama	$14.3M	+$33.5K	1	0.07%	Increased
144	VOYA Investment Management Atlanta, Georgia	$14.2M	-$67.8M	8	0.03%	Reduced
145	Lazard Asset Management New York	$14M	-$8.91M	2	0.02%	Reduced
146	WBC Westpac Banking Corp Sydney, Australia	$13.7M	+$13.7M	2	0.31%	Increased
147	MAI Marble Arch Investments New York	$13.6M	+$8.12M	1	1.05%	Increased
148	Mutual of America Capital Management New York	$13.5M	+$5.05M	4	0.21%	Increased
149	TCW Group Los Angeles, California	$13.4M	-$36.3M	1	0.11%	Reduced
150	SRC Shufro Rose & Co New York	$13.1M	-$88.4K	1	1.29%	Reduced