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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	HSA Hussman Strategic Advisors Ellicott City, Maryland	$12.1M	+$4.57M	2	1.6%	Increased
152	Public Employees Retirement Association of Colorado Denver, Colorado	$11.8M	-$16.3K	6	0.1%	Reduced
153	MC Maplelane Capital New York	$11.8M	-$22.2M	1	0.49%	Reduced
154	Caxton Associates (New York) New York	$11.6M	+$11.1M	1	0.82%	New
155	Fidelity International Hamilton, Bermuda	$11.6M	+$1.64M	1	0.04%	Increased
156	FA Friess Associates Greenville, Delaware	$11.6M	+$10.9M	2	1.16%	New
157	AQR Arbitrage Greenwich, Connecticut	$11.6M	+$4.72M	1	0.13%	Increased
158	MPAM Monarch Partners Asset Management Boston, Massachusetts	$11.3M	+$6.6M	2	1.17%	Increased
159	TCM Timpani Capital Management Milwaukee, Wisconsin	$11.3M	+$9.59M	4	4.77%	New
160	Lord, Abbett & Co Jersey City, New Jersey	$11.2M	-$19.2M	2	0.04%	Reduced
161	Prudential Financial Newark, New Jersey	$11.1M	+$263K	5	0.02%	Increased
162	NC Northpointe Capital Bloomfield Hills, Michigan	$11.1M	-$2.04M	3	1.37%	Reduced
163	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$10.9M	+$5.73M	1	1.33%	Increased
164	Panagora Asset Management Boston, Massachusetts	$10.9M	-$1.48M	5	0.05%	Reduced
165	Balyasny Asset Management Chicago, Illinois	$10.9M	-$5.25M	1	0.06%	Reduced
166	Whale Rock Capital Management Boston, Massachusetts	$10.9M	-$4.32M	1	1.01%	Reduced
167	Moore Capital Management New York	$10.9M	+$9.59M	2	0.44%	New
168	William Blair Investment Management Chicago, Illinois	$10.4M	+$9.48M	1	0.04%	New
169	AIG American International Group New York	$10.3M	+$149K	9	0.04%	Increased
170	MAM Myriad Asset Management North Point, Hong Kong	$10.2M	+$4.68M	1	0.99%	Increased
171	Comerica Bank Dallas, Texas	$10.2M	+$279K	5	0.09%	Increased
172	Allianz Asset Management Munich, Germany	$9.95M	+$4.17M	5	0.01%	Increased
173	Granahan Investment Management Waltham, Massachusetts	$9.92M	-$715K	2	0.36%	Reduced
174	Retirement Systems of Alabama Montgomery, Alabama	$9.92M	+$994K	1	0.06%	Increased
175	Primecap Management Pasadena, California	$9.9M	$0	1	0.01%	Maintained