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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	BA Broadview Advisors Milwaukee, Wisconsin	$15.4M	+$43.1K	1	2.27%	Increased
152	Bank of Montreal Toronto, Ontario, Canada	$15.4M	-$12.4M	9	0.01%	Reduced
153	GPCM Granite Point Capital Management Boston, Massachusetts	$15.1M	+$8.88M	3	3.73%	Increased
154	QIM Quantitative Investment Management Charlottesville, Virginia	$15.1M	+$12.5M	2	0.23%	Increased
155	Public Employees Retirement Association of Colorado Denver, Colorado	$14.9M	$0	6	0.11%	Maintained
156	Weiss Multi-Strategy Advisers New York	$14.8M	+$5.75M	4	0.63%	Increased
157	Stephens Investment Management Group Houston, Texas	$14.7M	-$109K	1	0.36%	Reduced
158	Jacobs Levy Equity Management Florham Park, New Jersey	$14.4M	-$13.8M	3	0.31%	Reduced
159	Alyeska Investment Group Chicago, Illinois	$14M	-$69M	2	0.12%	Reduced
160	Federated Hermes Pittsburgh, Pennsylvania	$13.9M	-$8.16M	5	0.04%	Reduced
161	NC Northpointe Capital Bloomfield Hills, Michigan	$13.8M	+$1.8M	1	1.45%	Increased
162	JCM Janney Capital Management Pittsburgh, Pennsylvania	$13.8M	-$351K	2	0.65%	Reduced
163	MLICM Metropolitan Life Insurance Company (MetLife) New York	$13.7M	+$730K	8	0.09%	Increased
164	Capital Fund Management (CFM) Paris, France	$13.3M	+$12M	3	0.11%	Increased
165	AAM AO Asset Management New York	$13M	-$28.1M	1	3.15%	Reduced
166	Canada Life Winnipeg, Manitoba, Canada	$12.9M	+$1.98M	8	0.03%	Increased
167	SEI Investments Oaks, Pennsylvania	$12.7M	+$2.35M	7	0.05%	Increased
168	Primecap Management Pasadena, California	$12.7M	-$108K	1	0.01%	Reduced
169	Zacks Investment Management Chicago, Illinois	$12.7M	-$753K	3	0.31%	Reduced
170	HI Honeywell International Charlotte, North Carolina	$12.3M	+$11.7M	1	0.46%	New
171	SCA Summit Creek Advisors Minneapolis, Minnesota	$12M	-$836K	1	2.48%	Reduced
172	JCM Jafra Capital Management New York	$11.8M	+$875K	3	4.38%	Increased
173	BTP Bloom Tree Partners New York	$11.8M	-$14.9M	1	1.3%	Reduced
174	GCM Goldman Capital Management New York	$11.7M	-$3.4M	1	12.43%	Reduced
175	SRC Shufro Rose & Co New York	$11.7M	+$234K	1	1.25%	Increased