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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	LPL Financial San Diego, California	$66.6M	+$9.22M	10	0.02%	Increased
127	Thrivent Financial for Lutherans Minneapolis, Minnesota	$66.1M	-$91.3M	5	0.14%	Reduced
128	Robeco Schweiz Zurich, Switzerland	$66.1M	+$12.6M	2	1.52%	Increased
129	PHK Point72 Hong Kong Hong Kong	$64.8M	-$31.2M	4	4.2%	Reduced
130	Lazard Asset Management New York	$64.7M	-$19.2M	6	0.09%	Reduced
131	Walleye Capital New York	$64.6M	+$6.08M	6	0.25%	Increased
132	Pinnacle Associates New York	$60.9M	-$13.1M	3	0.88%	Reduced
133	TimesSquare Capital Management New York	$58.6M	-$8.18M	2	0.84%	Reduced
134	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$58.5M	+$11.5M	1	0.56%	Increased
135	Schonfeld Strategic Advisors New York	$57.7M	-$9.15M	6	0.39%	Reduced
136	SRFM Shannon River Fund Management New York	$57.4M	+$43.2M	2	7.63%	New
137	Capitolis Liquid Global Markets New York	$55.9M	+$35.2M	1	0.41%	New
138	Comerica Bank Dallas, Texas	$55.8M	+$13.1M	5	0.22%	Increased
139	ClearBridge Investments New York	$55.6M	+$439K	1	0.05%	Increased
140	Bank of Montreal Toronto, Ontario, Canada	$54.3M	-$17.6M	7	0.03%	Reduced
141	Retirement Systems of Alabama Montgomery, Alabama	$53.8M	+$237K	4	0.19%	Increased
142	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$53.5M	+$960K	7	0.06%	Increased
143	Folketrygdfondet Oslo Norway, Norway	$53.4M	+$921K	1	1.19%	Increased
144	AL Arnhold LLC New York	$53.1M	+$1.65M	2	4.84%	Increased
145	Public Employees Retirement Association of Colorado Denver, Colorado	$52.9M	+$15.9M	6	0.2%	Increased
146	Aquatic Capital Management Chicago, Illinois	$52.6M	+$21.4M	3	1.06%	Increased
147	Verition Fund Management Greenwich, Connecticut	$52.5M	-$2.45M	7	0.23%	Reduced
148	ACB Aristotle Capital Boston Boston, Massachusetts	$52.2M	-$10.3M	2	2.66%	Reduced
149	STRS Ohio Columbus, Ohio	$50.7M	+$24.4M	6	0.19%	Increased
150	SI Sora Investors Bryn Mawr, Pennsylvania	$50.7M	+$7.69M	3	4.58%	Increased