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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	$45M	+$814K	3	1.22%	Increased
127	Mutual of America Capital Management New York	$43.3M	-$1.01M	4	0.44%	Reduced
128	Susquehanna International Group Bala Cynwyd, Pennsylvania	$41.4M	-$136M	11	0.01%	Reduced
129	LPL Financial San Diego, California	$41.1M	+$3.21M	8	0.03%	Increased
130	Magnetar Financial Evanston, Illinois	$40.3M	+$33.4M	2	0.4%	Increased
131	AL Arnhold LLC New York	$39.8M	-$5.39M	2	4.5%	Reduced
132	Becker Capital Management Portland, Oregon	$39.8M	-$697K	1	1.57%	Reduced
133	New York State Teachers Retirement System (NYSTRS) Albany, New York	$39.7M	+$2.12M	4	0.08%	Increased
134	Woodline Partners San Francisco, California	$38.8M	+$8.38M	3	0.56%	Increased
135	Federated Hermes Pittsburgh, Pennsylvania	$38.8M	-$302K	4	0.07%	Reduced
136	NPIC Neumeier Poma Investment Counsel Carmel, California	$38.3M	+$8.67M	1	2.13%	Increased
137	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$37.6M	-$843K	7	0.02%	Reduced
138	SC Shellback Capital Boston, Massachusetts	$37.5M	+$32.5M	2	2.17%	New
139	Envestnet Asset Management Chicago, Illinois	$37.2M	+$5.05M	8	0.02%	Increased
140	Royce & Associates New York	$37M	-$12.3M	3	0.28%	Reduced
141	DCM Divisar Capital Management San Francisco, California	$36.5M	-$1.37M	3	11.76%	Reduced
142	Canada Life Winnipeg, Manitoba, Canada	$35.9M	+$1.16M	7	0.07%	Increased
143	Barclays London, United Kingdom	$35.7M	-$3.6M	9	0.01%	Reduced
144	Stonegate Investment Group Birmingham, Alabama	$35.1M	+$32.9M	1	1.48%	New
145	ACM Analog Century Management New York	$34.6M	-$801K	2	9.43%	Reduced
146	TSAM Trinity Street Asset Management London, United Kingdom	$34.2M	-$699K	1	3.76%	Reduced
147	Snyder Capital Management San Francisco, California	$34.1M	+$272K	1	0.82%	Increased
148	Weiss Multi-Strategy Advisers New York	$33.5M	+$8.47M	4	0.76%	Increased
149	Marshall Wace London, United Kingdom	$33M	+$25.6M	6	0.06%	Increased
150	AQR Capital Management Greenwich, Connecticut	$32.9M	-$9.62M	6	0.06%	Reduced