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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	AL Arnhold LLC New York	$43.2M	-$3.15M	2	4.19%	Reduced
127	CF Corebridge Financial Houston, Texas	$42.8M	-$62.8K	9	0.23%	Reduced
128	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$40.5M	+$2.89M	1	0.13%	Increased
129	Vaughan Nelson Investment Management Houston, Texas	$40.4M	+$34.6M	1	0.36%	New
130	Polar Asset Management Partners Toronto, Ontario, Canada	$40.4M	-$7.24M	3	0.86%	Reduced
131	PHK Point72 Hong Kong Hong Kong	$40.2M	+$20.7M	3	2.74%	Increased
132	Russell Investments Group London, United Kingdom	$39.9M	-$6.12M	10	0.06%	Reduced
133	Bank of Montreal Toronto, Ontario, Canada	$39.6M	+$23.5M	8	0.02%	Increased
134	Jane Street New York	$39.5M	-$24.1M	10	0.01%	Reduced
135	AQR Arbitrage Greenwich, Connecticut	$39.3M	+$26.9M	1	0.85%	Increased
136	Nissay Asset Management Tokyo, Japan	$39.2M	+$29.5M	3	0.25%	Increased
137	State of Wisconsin Investment Board Madison, Wisconsin	$38.7M	+$460K	8	0.1%	Increased
138	WPC Waters Parkerson & Co New Orleans, Louisiana	$38.6M	+$93.4K	1	1.96%	Increased
139	Two Sigma Advisers New York	$38.5M	-$8.96M	4	0.09%	Reduced
140	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$37.5M	-$957K	9	0.04%	Reduced
141	TCP ThornTree Capital Partners Boston, Massachusetts	$37M	+$31.6M	1	6.15%	New
142	Susquehanna International Group Bala Cynwyd, Pennsylvania	$36.8M	-$6.67M	10	0.01%	Reduced
143	Fisher Asset Management Camas, Washington	$36.7M	-$43.7K	1	0.02%	Reduced
144	Artemis Investment Management Edinburgh, United Kingdom	$36.3M	-$70.1M	1	0.55%	Reduced
145	RB Rodgers Brothers Harmony, Pennsylvania	$35.8M	-$366K	1	4.55%	Reduced
146	Segall Bryant & Hamill Chicago, Illinois	$35.5M	+$1.7M	3	0.48%	Increased
147	NPF Norris Perne & French Grand Rapids, Michigan	$35.4M	-$1.52M	1	2.43%	Reduced
148	NCGI Next Century Growth Investors Plymouth, Minnesota	$34.3M	-$13.9M	3	2.77%	Reduced
149	Thornburg Investment Management Santa Fe, New Mexico	$33M	-$2.88M	3	0.43%	Reduced
150	Axa Paris, France	$32.9M	-$1.79M	1	0.1%	Reduced