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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	AQR Capital Management Greenwich, Connecticut	$12.7M	+$178K	5	0.01%	Increased
152	State of Wisconsin Investment Board Madison, Wisconsin	$12.7M	+$2.09M	3	0.03%	Increased
153	SAM Skyline Asset Management Chicago, Illinois	$12.6M	-$3.68M	1	1.01%	Reduced
154	DCM Divisar Capital Management San Francisco, California	$12.4M	+$1.14M	1	4.5%	Increased
155	Weiss Multi-Strategy Advisers New York	$12.3M	-$133K	4	0.32%	Reduced
156	Comerica Bank Dallas, Texas	$12.3M	-$256K	6	0.08%	Reduced
157	American Century Companies Kansas City, Missouri	$12.2M	+$370K	3	0.01%	Increased
158	ECP Elk Creek Partners Denver, Colorado	$11.9M	+$389K	1	0.7%	Increased
159	Canada Life Winnipeg, Manitoba, Canada	$11.6M	-$263K	7	0.03%	Reduced
160	AAM AO Asset Management New York	$11.4M	-$10M	1	2.99%	Reduced
161	First Trust Advisors Wheaton, Illinois	$11.4M	-$3.47M	5	0.03%	Reduced
162	Fred Alger Management New York	$11.2M	-$15.5M	2	0.05%	Reduced
163	TCM Tygh Capital Management Portland, Oregon	$11M	-$11.2M	2	2.08%	Reduced
164	ZDA Zweig-DiMenna Associates New York	$10.9M	-$5.65M	3	1.19%	Reduced
165	Putnam Investments Boston, Massachusetts	$10.6M	+$5.26M	4	0.02%	Increased
166	KHCM Kettle Hill Capital Management New York	$10.5M	+$11.2M	2	4.87%	New
167	Squarepoint New York	$10.4M	+$9.54M	7	0.18%	Increased
168	NGM North Growth Management Vancouver, British Columbia, Canada	$10.1M	+$10.8M	2	2.65%	New
169	JCM Janney Capital Management Pittsburgh, Pennsylvania	$10.1M	-$1.69M	2	0.43%	Reduced
170	Stephens Investment Management Group Houston, Texas	$9.99M	-$955K	1	0.23%	Reduced
171	Federated Hermes Pittsburgh, Pennsylvania	$9.6M	-$3.3M	3	0.03%	Reduced
172	Prudential plc London, England, United Kingdom	$9.45M	+$3.73M	1	0.03%	Increased
173	Public Employees Retirement Association of Colorado Denver, Colorado	$9.38M	$0	6	0.06%	Maintained
174	Needham Investment Management New York	$9.36M	-$349K	2	2.49%	Reduced
175	PC Pier Capital Stamford, Connecticut	$9.2M	+$2.62M	2	1.57%	Increased