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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	GAI General American Investors New York	$10.3M	$0	1	0.93%	Maintained
152	AIG American International Group New York	$10.2M	+$597K	9	0.04%	Increased
153	SG Americas Securities New York	$10.1M	+$7.18M	5	0.06%	Increased
154	GPCM Greenbrier Partners Capital Management Dallas, Texas	$9.78M	$0	1	2.61%	Maintained
155	Eaton Vance Management Boston, Massachusetts	$9.7M	+$2.1M	4	0.03%	Increased
156	Retirement Systems of Alabama Montgomery, Alabama	$9.69M	+$7.39M	1	0.06%	Increased
157	EI EAM Investors Solana Beach, California	$9.13M	-$3.42M	4	1.45%	Reduced
158	Citigroup New York	$8.98M	+$200K	9	0.01%	Increased
159	PP Patten & Patten Chattanooga, Tennessee	$8.94M	+$1.46M	1	1.36%	Increased
160	UBS Group Zurich, Switzerland	$8.87M	+$374K	8	0.01%	Increased
161	HBK Investments Dallas, Texas	$8.74M	+$4.31M	4	0.09%	Increased
162	Polar Asset Management Partners Toronto, Ontario, Canada	$8.57M	-$196K	1	0.52%	Reduced
163	Picton Mahoney Asset Management Toronto, Ontario, Canada	$8.52M	+$7.77M	1	0.5%	Increased
164	SRFM Shannon River Fund Management New York	$8.47M	+$8.22M	1	1.57%	New
165	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$8.41M	+$254K	9	0.01%	Increased
166	Old Mission Capital Chicago, Illinois	$8.41M	+$8.15M	1	1.15%	New
167	AGF Investments Inc Toronto, Ontario, Canada	$8.38M	-$10.2K	2	0.11%	Reduced
168	FRM Foundation Resource Management Little Rock, Arkansas	$8.3M	-$106K	1	1.78%	Reduced
169	Two Sigma Investments New York	$8.27M	-$98.1K	5	0.04%	Reduced
170	NC Northpointe Capital Bloomfield Hills, Michigan	$8.22M	+$2.91M	2	1.07%	Increased
171	Oberweis Asset Management Lisle, Illinois	$8.22M	+$593K	1	2.39%	Increased
172	Sit Investment Associates Minneapolis, Minnesota	$8.08M	-$65.1K	1	0.15%	Reduced
173	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$8.06M	+$4.3M	1	0.67%	Increased
174	SC Sophrosyne Capital New York	$8.05M	+$9.03M	1	69.81%	New
175	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$7.95M	-$5.47M	2	0.56%	Reduced