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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	Advisors Capital Management Ridgewood, New Jersey	$21.5M	-$1.23M	3	1.36%	Reduced
127	FSCM Front Street Capital Management Missoula, Montana	$21.2M	-$2.3M	3	7.67%	Reduced
128	SCM Sirios Capital Management Boston, Massachusetts	$20.8M	+$25M	1	1.84%	New
129	Two Sigma Advisers New York	$20.6M	+$5.44M	7	0.08%	Increased
130	NSGL No Street GP LP San Francisco, California	$20.6M	+$4.33M	1	4.16%	Increased
131	SGAM Smith Group Asset Management Dallas, Texas	$20.6M	-$2.16M	2	1.12%	Reduced
132	Jacobs Levy Equity Management Florham Park, New Jersey	$20.4M	+$5.36M	4	0.26%	Increased
133	CAPTRUST Financial Advisors Raleigh, North Carolina	$20.4M	+$1.83M	1	0.45%	Increased
134	UBS AM Chicago, Illinois	$20M	+$1.4M	6	0.01%	Increased
135	New York State Teachers Retirement System (NYSTRS) Albany, New York	$20M	+$106K	5	0.06%	Increased
136	Brandes Investment Partners La Jolla, California	$20M	+$32K	1	0.7%	Increased
137	FG Formula Growth Montreal, Quebec, Canada	$19M	-$396K	2	3.65%	Reduced
138	Vaughan Nelson Investment Management Houston, Texas	$19M	+$20.3M	1	0.32%	New
139	Polar Asset Management Partners Toronto, Ontario, Canada	$19M	-$5.12M	3	0.38%	Reduced
140	ECP Elk Creek Partners Denver, Colorado	$18.5M	-$793K	2	3.18%	Reduced
141	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$18.4M	+$22.1M	1	2.6%	New
142	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$18.4M	+$5.65M	4	1.92%	Increased
143	Tocqueville Asset Management New York	$17.8M	-$12.4M	3	0.44%	Reduced
144	Employees Retirement System of Texas Austin, Texas	$16.9M	-$344K	4	0.32%	Reduced
145	FA Friess Associates Greenville, Delaware	$16.8M	-$2.45M	1	1.67%	Reduced
146	GW&K Investment Management Boston, Massachusetts	$16.7M	-$809K	1	0.29%	Reduced
147	Barclays London, United Kingdom	$16.5M	-$12.6M	10	0.01%	Reduced
148	Zacks Investment Management Chicago, Illinois	$16.4M	+$1.29M	2	0.4%	Increased
149	Weiss Multi-Strategy Advisers New York	$15.8M	+$7.75M	3	0.62%	Increased
150	PVH Psagot Value Holdings Tel Aviv, Israel	$15.7M	-$243K	1	0.64%	Reduced