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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	Two Sigma Advisers New York	$26.2M	-$15.6M	7	0.08%	Reduced
127	Lazard Asset Management New York	$25.7M	-$29.6K	1	0.04%	Reduced
128	Schonfeld Strategic Advisors New York	$25.5M	-$14.6M	5	0.49%	Reduced
129	AAM AO Asset Management New York	$25.4M	+$2.44M	1	1.83%	Increased
130	Citigroup New York	$25.3M	+$1.33M	9	0.02%	Increased
131	Aviva London, United Kingdom	$25.3M	+$7.41M	2	0.15%	Increased
132	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$25.2M	+$499K	8	0.03%	Increased
133	1832 Asset Management Toronto, Ontario, Canada	$23.1M	+$27.2M	1	0.06%	Increased
134	New York State Teachers Retirement System (NYSTRS) Albany, New York	$22.4M	-$95.3K	6	0.05%	Reduced
135	Summit Partners Public Asset Management Boston, Massachusetts	$22.3M	+$13.4M	1	1.12%	Increased
136	Advisors Capital Management Ridgewood, New Jersey	$22.1M	-$2.32M	3	1.03%	Reduced
137	FSCM Front Street Capital Management Missoula, Montana	$22M	+$227K	3	6.15%	Increased
138	Raymond James & Associates St Petersburg, Florida	$21.7M	-$13.2M	6	0.03%	Reduced
139	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$21.7M	-$13.1M	1	2.46%	Reduced
140	E. Ohman J:or Asset Management Stockholm, Sweden	$21.6M	+$24.6M	2	1.07%	Increased
141	Becker Capital Management Portland, Oregon	$21.2M	+$675K	1	1.18%	Increased
142	STRS Ohio Columbus, Ohio	$20.9M	+$2.23M	5	0.09%	Increased
143	Federated Hermes Pittsburgh, Pennsylvania	$20.4M	+$3.03M	6	0.05%	Increased
144	CCI Columbus Circle Investors	$20.2M	+$8.63M	1	0.88%	Increased
145	Barclays London, United Kingdom	$20.1M	+$2.28M	9	0.01%	Increased
146	Todd Asset Management Louisville, Kentucky	$20.1M	+$10.9M	1	0.6%	Increased
147	Needham Investment Management New York	$19.5M	+$5.4M	3	3.88%	Increased
148	NCGI Next Century Growth Investors Plymouth, Minnesota	$19.4M	-$5.38M	1	2.02%	Reduced
149	Jane Street New York	$19.2M	-$10.6M	8	0.01%	Reduced
150	Tocqueville Asset Management New York	$18.8M	+$1.83M	3	0.36%	Increased