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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	FSCM Front Street Capital Management Missoula, Montana	$25.4M	-$57.9K	3	6.68%	Reduced
127	EP Edgestream Partners Princeton, New Jersey	$25.1M	+$8.33M	1	1.3%	Increased
128	FG Formula Growth Montreal, Quebec, Canada	$25M	+$3.52M	2	3.15%	Increased
129	Rothschild & Co Asset Management US Stamford, Connecticut	$24.8M	-$886K	1	0.26%	Reduced
130	GW&K Investment Management Boston, Massachusetts	$24.3M	-$1.14M	1	0.32%	Reduced
131	SGAM Smith Group Asset Management Dallas, Texas	$24.3M	-$2.38M	2	1.02%	Reduced
132	Raymond James & Associates St Petersburg, Florida	$24.1M	+$1.01M	6	0.03%	Increased
133	Brandes Investment Partners La Jolla, California	$23.9M	-$3.1M	1	0.57%	Reduced
134	Penserra Capital Management Orinda, California	$23.8M	+$4.22M	8	1.54%	Increased
135	Jacobs Levy Equity Management Florham Park, New Jersey	$23.3M	+$3.91M	4	0.23%	Increased
136	Bank of Montreal Toronto, Ontario, Canada	$23M	+$4.13M	9	0.02%	Increased
137	NGM North Growth Management Vancouver, British Columbia, Canada	$23M	+$1.02M	2	5.15%	Increased
138	BNP Paribas Financial Markets Paris, France	$22M	-$524K	9	0.04%	Reduced
139	New York State Teachers Retirement System (NYSTRS) Albany, New York	$22M	+$36.1K	5	0.05%	Increased
140	UBS AM Chicago, Illinois	$21M	+$435K	6	0.01%	Increased
141	FA Friess Associates Greenville, Delaware	$20.5M	-$42M	1	1.43%	Reduced
142	Two Sigma Advisers New York	$20.3M	+$3.87M	6	0.05%	Increased
143	Loomis, Sayles & Company Boston, Massachusetts	$20.3M	-$1.37M	1	0.03%	Reduced
144	Artemis Investment Management Edinburgh, United Kingdom	$20M	+$1.43M	2	0.25%	Increased
145	CAPTRUST Financial Advisors Raleigh, North Carolina	$19.9M	+$17.7M	1	0.31%	Increased
146	Stifel Financial St. Louis, Missouri	$19.9M	-$511K	6	0.04%	Reduced
147	Lord, Abbett & Co Jersey City, New Jersey	$19.7M	+$16.3M	1	0.07%	New
148	Employees Retirement System of Texas Austin, Texas	$18.9M	+$393K	4	0.3%	Increased
149	Citigroup New York	$18.4M	+$8.19M	9	0.01%	Increased
150	NSGL No Street GP LP San Francisco, California	$17.8M	+$14.7M	1	1.95%	New