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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	William Blair Investment Management Chicago, Illinois	$13.8M	-$58.3K	1	0.05%	Reduced
152	EI EAM Investors Solana Beach, California	$13.5M	-$3.2M	4	2.13%	Reduced
153	PCM Portolan Capital Management Boston, Massachusetts	$13.5M	+$2.83M	3	1.75%	Increased
154	JCM Janney Capital Management Pittsburgh, Pennsylvania	$13.4M	+$13.3M	2	0.62%	Increased
155	SFM Systematic Financial Management Teaneck, New Jersey	$13.4M	-$2.69M	2	0.24%	Reduced
156	Balyasny Asset Management Chicago, Illinois	$13.4M	+$3.26M	3	0.06%	Increased
157	TCM Tygh Capital Management Portland, Oregon	$13.3M	+$7.57M	1	3.1%	Increased
158	Public Employees Retirement Association of Colorado Denver, Colorado	$13.1M	+$156K	6	0.1%	Increased
159	AQR Capital Management Greenwich, Connecticut	$13.1M	-$6.41M	6	0.02%	Reduced
160	Zacks Investment Management Chicago, Illinois	$12.9M	+$1.3M	3	0.33%	Increased
161	Stephens Investment Management Group Houston, Texas	$12.9M	+$1.22M	1	0.32%	Increased
162	Credit Suisse Zurich, Switzerland	$12.8M	-$8.36M	9	0.01%	Reduced
163	Polar Asset Management Partners Toronto, Ontario, Canada	$12.3M	+$12.8M	1	0.31%	New
164	MLICM Metropolitan Life Insurance Company (MetLife) New York	$12.3M	+$242K	8	0.09%	Increased
165	AIS AlphaOne Investment Services West Chester, Pennsylvania	$12.2M	+$7.25M	3	3.08%	Increased
166	Primecap Management Pasadena, California	$12.1M	-$118K	1	0.01%	Reduced
167	SRC Shufro Rose & Co New York	$12.1M	-$809K	1	1.3%	Reduced
168	State of Wisconsin Investment Board Madison, Wisconsin	$11.3M	-$1.09M	2	0.04%	Reduced
169	SC Selz Capital New York	$11.2M	-$2.29M	1	2.92%	Reduced
170	SCA Summit Creek Advisors Minneapolis, Minnesota	$11.2M	-$257K	1	2.34%	Reduced
171	Hood River Capital Management Palm Beach Gardens, Florida	$11.1M	-$28.6M	1	0.83%	Reduced
172	MFAM Motley Fool Asset Management Alexandria, Virginia	$10.6M	$0	1	2.3%	Maintained
173	Canada Life Winnipeg, Manitoba, Canada	$10.5M	+$699K	7	0.03%	Increased
174	CAM ClariVest Asset Management San Diego, California	$10.3M	-$468K	4	0.26%	Reduced
175	JCM Jafra Capital Management New York	$10.2M	+$9.71M	2	4.12%	New