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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	VOYA Investment Management Atlanta, Georgia	$31.6M	-$9.87M	7	0.07%	Reduced
127	Jacobs Levy Equity Management Florham Park, New Jersey	$31.5M	+$4.44M	4	0.34%	Increased
128	UBS AM Chicago, Illinois	$30.7M	+$3.86M	7	0.02%	Increased
129	GW&K Investment Management Boston, Massachusetts	$29.5M	-$680K	1	0.41%	Reduced
130	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$29.2M	-$5.61M	8	0.03%	Reduced
131	Citigroup New York	$28.7M	-$17.7M	9	0.02%	Reduced
132	Weiss Multi-Strategy Advisers New York	$28.6M	+$3.5M	5	0.82%	Increased
133	Penserra Capital Management Orinda, California	$28.4M	-$10.8M	8	1.46%	Reduced
134	CAPTRUST Financial Advisors Raleigh, North Carolina	$28.3M	+$892K	5	0.47%	Increased
135	Becker Capital Management Portland, Oregon	$28.2M	-$11.8M	1	1.6%	Reduced
136	BBCM Boardman Bay Capital Management New York	$28.1M	+$7.81M	7	22.94%	Increased
137	Advisors Capital Management Ridgewood, New Jersey	$27.7M	-$767K	3	1.37%	Reduced
138	SCM Sirios Capital Management Boston, Massachusetts	$27.6M	-$1.62M	1	2.26%	Reduced
139	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$27.6M	+$6.94M	5	0.33%	Increased
140	Castleark Management Chicago, Illinois	$27.2M	+$16M	3	1.18%	Increased
141	New York State Teachers Retirement System (NYSTRS) Albany, New York	$27.2M	+$768K	6	0.07%	Increased
142	SGAM Smith Group Asset Management Dallas, Texas	$25.8M	-$1.91M	2	1.42%	Reduced
143	AAM AO Asset Management New York	$25.2M	+$23.6M	1	1.82%	New
144	FSCM Front Street Capital Management Missoula, Montana	$25.2M	-$590K	3	7.54%	Reduced
145	Rothschild & Co Asset Management US Stamford, Connecticut	$25.1M	-$5.99M	1	0.37%	Reduced
146	FG Formula Growth Montreal, Quebec, Canada	$24.8M	-$548K	2	4.2%	Reduced
147	NCGI Next Century Growth Investors Plymouth, Minnesota	$24.7M	-$182K	1	2.81%	Reduced
148	Cookson Peirce & Co Pittsburgh, Pennsylvania	$24.1M	+$22.4M	2	2.27%	New
149	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$22.9M	+$4.43M	1	2.25%	Increased
150	STRS Ohio Columbus, Ohio	$22.9M	+$128K	5	0.1%	Increased