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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	Royal Bank of Canada Toronto, Ontario, Canada	$35.4M	+$336K	12	0.01%	Increased
127	Squarepoint New York	$34.2M	-$8.69M	6	0.06%	Reduced
128	Kennedy Capital Management St Louis, Missouri	$34M	-$4.86M	5	0.73%	Reduced
129	State of Wisconsin Investment Board Madison, Wisconsin	$33.5M	-$1.99M	8	0.09%	Reduced
130	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$33.3M	-$797K	9	0.04%	Reduced
131	Scout Investments Kansas City, Missouri	$33.2M	-$9.33M	2	0.89%	Reduced
132	Thornburg Investment Management Santa Fe, New Mexico	$33.2M	-$410K	3	0.47%	Reduced
133	Citigroup New York	$32.5M	+$10.7M	11	0.02%	Increased
134	Oberweis Asset Management Lisle, Illinois	$32.1M	+$10.3M	2	1.97%	Increased
135	1832 Asset Management Toronto, Ontario, Canada	$32M	+$18.6M	3	0.03%	Increased
136	Segall Bryant & Hamill Chicago, Illinois	$31.9M	-$11M	3	0.57%	Reduced
137	Primecap Management Pasadena, California	$31.7M	-$943K	2	0.02%	Reduced
138	WPC Waters Parkerson & Co New Orleans, Louisiana	$31.4M	+$409K	1	1.67%	Increased
139	SI Sora Investors Bryn Mawr, Pennsylvania	$31.2M	+$5.7M	3	5.75%	Increased
140	Needham Investment Management New York	$31M	+$1.88M	5	2.55%	Increased
141	NPF Norris Perne & French Grand Rapids, Michigan	$30.4M	+$8.3K	1	2.2%	Increased
142	RB Rodgers Brothers Harmony, Pennsylvania	$29.6M	+$345K	1	4%	Increased
143	Fisher Asset Management Camas, Washington	$29.5M	-$5.44K	1	0.01%	Reduced
144	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$29M	+$1.18M	1	0.1%	Increased
145	CS Central Securities New York	$29M	$0	1	2.86%	Maintained
146	Axa Paris, France	$27.4M	-$3.49M	1	0.08%	Reduced
147	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$26.5M	+$194K	1	3.59%	Increased
148	Guggenheim Capital Chicago, Illinois	$25.8M	-$159K	8	0.18%	Reduced
149	SC Shellback Capital Boston, Massachusetts	$25.7M	+$17.9M	3	1.89%	Increased
150	VARA Value Aligned Research Advisors Princeton, New Jersey	$25.3M	+$12.7M	1	5.53%	Increased