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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	NM Newtyn Management New York	$12.7M	+$20.1M	1	2.17%	New
152	Artemis Investment Management Edinburgh, United Kingdom	$12.6M	-$7.53M	2	0.14%	Reduced
153	SRC Shufro Rose & Co New York	$12.6M	-$164K	2	1.17%	Reduced
154	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$12.2M	+$2.43M	2	0.37%	Increased
155	Carson Wealth (CWM LLC) Omaha, Nebraska	$12.1M	+$3.35M	6	0.31%	Increased
156	PP PDT Partners New York	$11.9M	+$10.5M	2	0.49%	Increased
157	Two Sigma Advisers New York	$11.8M	+$3.82M	5	0.03%	Increased
158	Arizona State Retirement System Phoenix, Arizona	$11.8M	+$272K	5	0.11%	Increased
159	Squarepoint New York	$11.6M	+$4.31M	7	0.14%	Increased
160	Adage Capital Partners Boston, Massachusetts	$11.6M	+$5.8M	2	0.03%	Increased
161	MetLife Investment Management Whippany, New Jersey	$11.5M	-$234K	8	0.12%	Reduced
162	BBCM Boardman Bay Capital Management New York	$11.3M	+$216K	5	16.58%	Increased
163	ACM Argent Capital Management St Louis, Missouri	$11.3M	+$897K	3	0.39%	Increased
164	ICOM Investment Counselors of Maryland Baltimore, Maryland	$10.8M	-$3.5M	1	0.5%	Reduced
165	Nordea Investment Management Stockholm, Sweden	$10.7M	-$481K	4	0.02%	Reduced
166	MPM Meritage Portfolio Management Overland Park, Kansas	$10.7M	+$10.6M	1	0.98%	New
167	State Board of Administration of Florida Retirement System Tallahassee, Florida	$10.7M	+$1.87M	8	0.03%	Increased
168	GAI General American Investors New York	$10.5M	+$1.5M	1	0.9%	Increased
169	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$10.2M	-$780K	6	0.12%	Reduced
170	WBC Westpac Banking Corp Sydney, Australia	$10.2M	-$6.83M	1	0.17%	Reduced
171	Canada Life Winnipeg, Manitoba, Canada	$10.1M	+$183K	7	0.02%	Increased
172	Prudential plc London, England, United Kingdom	$9.69M	$0	1	0.03%	Maintained
173	Zacks Investment Management Chicago, Illinois	$9.59M	+$1.56M	2	0.2%	Increased
174	Jane Street New York	$9.56M	+$9.01M	5	0.02%	Increased
175	FG Formula Growth Montreal, Quebec, Canada	$9.49M	+$11M	1	1.09%	New