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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
151	MC Maplelane Capital New York	$8.49M	+$3.77M	2	0.28%	Increased
152	NCGI Next Century Growth Investors Plymouth, Minnesota	$8.4M	+$7.55M	1	0.3%	New
153	WSA Wall Street Associates Lajolla, California	$8.38M	+$6.13M	2	0.79%	Increased
154	AGF Investments Inc Toronto, Ontario, Canada	$8.34M	+$2.13M	2	0.09%	Increased
155	Swiss National Bank Zurich, Switzerland	$8.3M	+$311K	5	0.02%	Increased
156	American Century Companies Kansas City, Missouri	$8.29M	-$3.39M	3	0.01%	Reduced
157	TCM Tygh Capital Management Portland, Oregon	$7.88M	+$1.72M	1	1.45%	Increased
158	Allianz Asset Management Munich, Germany	$7.86M	-$1.28M	1	0.01%	Reduced
159	SRC Shufro Rose & Co New York	$7.84M	-$168K	2	0.81%	Reduced
160	ACI AMP Capital Investors Sydney, Australia	$7.67M	+$219K	2	0.05%	Increased
161	Sit Investment Associates Minneapolis, Minnesota	$7.64M	-$977K	1	0.13%	Reduced
162	Capital Fund Management (CFM) Paris, France	$7.57M	+$7.07M	1	0.1%	Increased
163	Caxton Associates (New York) New York	$7.53M	+$4.78M	1	0.31%	Increased
164	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$7.48M	+$338K	7	0.01%	Increased
165	Group One Trading Chicago, Illinois	$7.41M	+$426K	3	0.12%	Increased
166	Aperio Group Sausalito, California	$7.34M	+$66.8K	3	0.08%	Increased
167	PEAK6 Group Chicago, Illinois	$7.29M	+$4.57M	2	0.06%	Increased
168	PC Pier Capital Stamford, Connecticut	$7.23M	+$6.49M	1	1.09%	New
169	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.2M	+$171K	5	0.05%	Increased
170	First Trust Advisors Wheaton, Illinois	$7.14M	-$1.44M	3	0.02%	Reduced
171	Great Lakes Advisors Chicago, Illinois	$7.13M	+$4.74M	2	0.22%	Increased
172	RSCM Rail-Splitter Capital Management Chicago, Illinois	$7.03M	+$7.26M	1	2.15%	New
173	OAM Oxford Asset Management Oxford, United Kingdom	$6.97M	+$5.74M	3	0.18%	Increased
174	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$6.85M	-$529K	1	0.11%	Reduced
175	Driehaus Capital Management Chicago, Illinois	$6.84M	+$140K	1	0.24%	Increased