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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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$9.71M	+$229K	3	0.03%	Increased
152	Driehaus Capital Management Chicago, Illinois	$9.46M	+$1.59M	3	0.33%	Increased
153	Polar Asset Management Partners Toronto, Ontario, Canada	$9.38M	+$3.25M	1	0.41%	Increased
154	QS Investors New York	$9.37M	+$7.4M	2	0.12%	Increased
155	AGF Investments Inc Toronto, Ontario, Canada	$9.33M	-$467K	2	0.1%	Reduced
156	Hood River Capital Management Palm Beach Gardens, Florida	$9.33M	+$4.54M	1	1.14%	Increased
157	Sit Investment Associates Minneapolis, Minnesota	$9.3M	-$70.8K	1	0.17%	Reduced
158	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$9.3M	+$786K	8	0.01%	Increased
159	Swiss National Bank Zurich, Switzerland	$9.29M	+$362K	5	0.02%	Increased
160	Citigroup New York	$9.26M	-$8.12M	8	0.01%	Reduced
161	Two Sigma Investments New York	$9.24M	+$498K	5	0.04%	Increased
162	UBS Group Zurich, Switzerland	$9.16M	-$2.48M	8	0.01%	Reduced
163	AAM Aureus Asset Management Boston, Massachusetts	$9.12M	+$2.97M	2	1.92%	Increased
164	Eaton Vance Management Boston, Massachusetts	$8.85M	-$12.8M	4	0.03%	Reduced
165	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$8.73M	+$3.33M	2	0.68%	Increased
166	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.68M	+$604K	7	0.06%	Increased
167	Emerald Advisers Leola, Pennsylvania	$8.61M	+$2.32M	1	0.41%	Increased
168	RSCM Rail-Splitter Capital Management Chicago, Illinois	$8.6M	-$28.6K	1	2.48%	Reduced
169	FRM Foundation Resource Management Little Rock, Arkansas	$8.5M	-$265K	1	1.54%	Reduced
170	PP PDT Partners New York	$8.39M	+$6.95M	3	0.22%	Increased
171	Royal Bank of Canada Toronto, Ontario, Canada	$8.34M	+$1.49M	8	0.01%	Increased
172	Oberweis Asset Management Lisle, Illinois	$8.26M	+$7.32M	2	2.19%	Increased
173	Allianz Asset Management Munich, Germany	$8.14M	+$72.8K	1	0.01%	Increased
174	Public Employees Retirement Association of Colorado Denver, Colorado	$8.12M	+$1.78M	5	0.07%	Increased
175	PP Paloma Partners Greenwich, Connecticut	$8.11M	+$7.51M	5	0.16%	Increased