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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	Giverny Capital Montreal, Quebec, Canada	$34.5M	+$1.49M	2	2.27%	Increased
127	Kornitzer Capital Management Shawnee Mission, Kansas	$34.3M	-$2.17M	3	0.69%	Reduced
128	Advisors Capital Management Ridgewood, New Jersey	$33.9M	+$1.26M	3	1.03%	Increased
129	Pentwater Capital Management Naples, Florida	$33M	+$30.1M	1	0.39%	Increased
130	Ruffer LLP London, United Kingdom	$33M	+$16.8M	1	1.3%	Increased
131	Point72 Asset Management Stamford, Connecticut	$32.8M	-$34.4M	2	0.14%	Reduced
132	ARGA Investment Management Stamford, Connecticut	$32.6M	$0	1	1.8%	Maintained
133	AIG American International Group New York	$32.4M	-$4.33M	9	0.22%	Reduced
134	MAG Mass Ave Global New York	$32M	-$18.5M	1	8.72%	Reduced
135	LPL Financial San Diego, California	$31.9M	+$6.16M	7	0.03%	Increased
136	Peregrine Capital Management Minneapolis, Minnesota	$31.8M	-$32.1K	2	0.96%	Reduced
137	Jane Street New York	$31.7M	+$24.5M	9	0.01%	Increased
138	Stephens Investment Management Group Houston, Texas	$31.3M	+$49.9K	1	0.58%	Increased
139	Jacobs Levy Equity Management Florham Park, New Jersey	$31.2M	+$9.13M	3	0.24%	Increased
140	Scout Investments Kansas City, Missouri	$30.5M	+$1.64M	3	0.6%	Increased
141	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$30M	+$1.27M	9	0.05%	Increased
142	DCM Divisar Capital Management San Francisco, California	$29.6M	+$6.95M	3	9.6%	Increased
143	Artemis Investment Management Edinburgh, United Kingdom	$29.6M	+$33.5M	1	0.3%	New
144	Mutual of America Capital Management New York	$29.3M	+$122K	5	0.38%	Increased
145	AL Arnhold LLC New York	$29.2M	$0	2	3.49%	Maintained
146	GGHC Gilder Gagnon Howe & Co New York	$28.4M	-$14.8M	3	0.51%	Reduced
147	BCA Bernzott Capital Advisors Camarillo, California	$28.1M	-$29.3K	1	3.11%	Reduced
148	Twin Tree Management Dallas, Texas	$27.7M	+$18.5M	3	0.04%	Increased
149	Stonegate Investment Group Birmingham, Alabama	$27.5M	+$803K	1	1.2%	Increased
150	Royal Bank of Canada Toronto, Ontario, Canada	$27.1M	+$2.72M	13	0.01%	Increased