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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	SFM Systematic Financial Management Teaneck, New Jersey	$15.5M	+$13.4M	2	0.48%	Increased
127	Chartwell Investment Partners Berywn, Pennsylvania	$15.3M	+$1.29M	2	0.54%	Increased
128	AIC AWM Investment Company New York	$15.1M	-$315K	1	3.29%	Reduced
129	Barclays London, United Kingdom	$15M	-$12.2M	9	0.01%	Reduced
130	GGHC Gilder Gagnon Howe & Co New York	$14.9M	-$36.7M	4	0.21%	Reduced
131	Cookson Peirce & Co Pittsburgh, Pennsylvania	$14.9M	+$13.9M	1	1.44%	New
132	Hood River Capital Management Palm Beach Gardens, Florida	$14.6M	-$25.6M	1	0.86%	Reduced
133	Bank of Montreal Toronto, Ontario, Canada	$14.6M	-$42.1K	9	0.01%	Reduced
134	JCM Jag Capital Management St Louis, Missouri	$14.5M	+$13.5M	1	2.95%	New
135	Man Group London, United Kingdom	$14.4M	+$12.7M	5	0.06%	Increased
136	American Century Companies Kansas City, Missouri	$14.1M	+$5.57M	2	0.02%	Increased
137	Jane Street New York	$13.9M	+$5.53M	7	0.03%	Increased
138	Prudential Financial Newark, New Jersey	$13.7M	+$4.39M	6	0.02%	Increased
139	Alyeska Investment Group Chicago, Illinois	$13.7M	-$12.2M	2	0.2%	Reduced
140	JP Morgan Private Wealth Advisors San Francisco, California	$13.7M	-$974K	2	0.08%	Reduced
141	Citigroup New York	$13.6M	+$7.58M	9	0.01%	Increased
142	SIM Stelliam Investment Management New York	$13.1M	-$24.3M	1	3.22%	Reduced
143	Credit Suisse Zurich, Switzerland	$13.1M	-$397K	9	0.01%	Reduced
144	Masters Capital Management Atlanta, Georgia	$13M	-$15.8M	1	0.71%	Reduced
145	USAA United Services Automobile Association San Antonio, Texas	$12.9M	-$1.43M	4	0.04%	Reduced
146	Allianz Asset Management Munich, Germany	$12.7M	+$8.13M	3	0.01%	Increased
147	FSCM Front Street Capital Management Missoula, Montana	$12.6M	+$9.06M	3	4.05%	Increased
148	New York State Common Retirement Fund Albany, New York	$12.6M	-$13.6M	8	0.02%	Reduced
149	Carson Wealth (CWM LLC) Omaha, Nebraska	$12.4M	-$298K	5	0.31%	Reduced
150	Federated Hermes Pittsburgh, Pennsylvania	$12.4M	+$5.3M	4	0.03%	Increased