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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	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$29.4M	+$809K	8	0.05%	Increased
127	Royal Bank of Canada Toronto, Ontario, Canada	$28.5M	+$211K	11	0.01%	Increased
128	Optiver Holding Amsterdam, Netherlands	$28.1M	+$1.88M	2	0.03%	Increased
129	Cubist Systematic Strategies Stamford, Connecticut	$27.9M	-$1.37M	9	0.16%	Reduced
130	Peregrine Capital Management Minneapolis, Minnesota	$27.6M	-$645K	2	0.87%	Reduced
131	Stonegate Investment Group Birmingham, Alabama	$27.5M	-$319K	1	1.19%	Reduced
132	Rockefeller Capital Management New York	$27.3M	-$9.52M	8	0.14%	Reduced
133	ACM Analog Century Management New York	$26M	+$1.93M	2	11.31%	Increased
134	Guggenheim Capital Chicago, Illinois	$25.7M	+$3.49M	5	0.23%	Increased
135	BCA Bernzott Capital Advisors Camarillo, California	$25.3M	-$650K	1	3.27%	Reduced
136	LPL Financial San Diego, California	$25.1M	-$3.12M	7	0.02%	Reduced
137	TC Tairen Capital Hong Kong	$24.8M	-$53.9M	1	2.89%	Reduced
138	Summit Partners Public Asset Management Boston, Massachusetts	$24.5M	+$7.83M	1	1.55%	Increased
139	Becker Capital Management Portland, Oregon	$24.3M	-$121K	1	1.13%	Reduced
140	Two Sigma Advisers New York	$23.7M	+$16.6M	7	0.07%	Increased
141	Jennison Associates New York	$23.1M	-$12.9M	1	0.02%	Reduced
142	Artemis Investment Management Edinburgh, United Kingdom	$23M	-$8.99M	1	0.26%	Reduced
143	Mutual of America Capital Management New York	$22.7M	-$3.81M	6	0.28%	Reduced
144	New York State Teachers Retirement System (NYSTRS) Albany, New York	$22.7M	-$984K	5	0.06%	Reduced
145	AL Arnhold LLC New York	$21.8M	+$160K	2	2.67%	Increased
146	DG DigitalBridge Group Boca Raton, Florida	$21.5M	+$3.68M	3	3.04%	Increased
147	GGHC Gilder Gagnon Howe & Co New York	$21.3M	-$3.37M	3	0.4%	Reduced
148	HP Harvey Partners Tarrytown, New York	$20.2M	+$2.25M	1	2.57%	Increased
149	LI Leeward Investments Boston, Massachusetts	$20.2M	-$178K	2	0.89%	Reduced
150	Jacobs Levy Equity Management Florham Park, New Jersey	$20M	-$14.8M	2	0.14%	Reduced