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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	BNP Paribas Asset Management Paris, France	$16M	-$19.2M	1	0.13%	Reduced
152	Federated Hermes Pittsburgh, Pennsylvania	$15.6M	+$1.24M	4	0.04%	Increased
153	FG Formula Growth Montreal, Quebec, Canada	$15.5M	+$7.34M	2	2.19%	Increased
154	APG Asset Management Amsterdam, Netherlands	$15.4M	+$13.5M	1	0.03%	Increased
155	Citigroup New York	$15.3M	-$70.1K	9	0.01%	Reduced
156	AIC AWM Investment Company New York	$15.2M	+$596K	1	2.99%	Increased
157	CCI Columbus Circle Investors	$15.1M	+$15.7M	1	0.38%	New
158	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$15.1M	+$7.82M	3	1.16%	Increased
159	New York State Common Retirement Fund Albany, New York	$15.1M	+$291K	8	0.02%	Increased
160	PP PDT Partners New York	$14.9M	-$8.93M	6	0.84%	Reduced
161	Jefferies Group New York	$14.3M	+$8.22M	6	0.12%	Increased
162	Todd Asset Management Louisville, Kentucky	$14.3M	+$15.3M	1	0.4%	New
163	Robeco Institutional Asset Management Rotterdam, Netherlands	$13.8M	+$14.4M	1	0.05%	New
164	Lazard Asset Management New York	$13.8M	+$4.02M	2	0.02%	Increased
165	Comerica Bank Dallas, Texas	$12.8M	-$129K	6	0.1%	Reduced
166	BPM Bronson Point Management Fairfield, Connecticut	$12.8M	+$12.4M	2	8.72%	New
167	First Trust Advisors Wheaton, Illinois	$12.2M	-$5.33M	4	0.02%	Reduced
168	BBCM Boardman Bay Capital Management New York	$12.2M	+$1.39M	6	23.62%	Increased
169	GW&K Investment Management Boston, Massachusetts	$12.1M	+$413K	1	0.19%	Increased
170	Man Group London, United Kingdom	$12.1M	-$4.48M	5	0.05%	Reduced
171	STRS Ohio Columbus, Ohio	$11.8M	+$6.26M	4	0.05%	Increased
172	Arizona State Retirement System Phoenix, Arizona	$11.7M	+$124K	5	0.14%	Increased
173	Employees Retirement System of Texas Austin, Texas	$11.7M	+$3.18M	4	0.18%	Increased
174	Jacobs Levy Equity Management Florham Park, New Jersey	$11.6M	+$6.38K	3	0.17%	Increased
175	PEAK6 Investments Chicago, Illinois	$11.3M	+$3.52M	6	0.07%	Increased