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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	BBCM Boardman Bay Capital Management New York	$15.6M	+$5.1M	7	25.35%	Increased
152	TC Tairen Capital Hong Kong	$15.6M	+$14.1M	1	3.01%	Increased
153	Robeco Institutional Asset Management Rotterdam, Netherlands	$15.1M	-$86.9K	1	0.05%	Reduced
154	Maverick Capital Dallas, Texas	$15M	+$9.72M	1	0.22%	Increased
155	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$15M	-$5.93M	1	1.24%	Reduced
156	Citigroup New York	$14.8M	-$95.1K	9	0.01%	Reduced
157	JCM Jag Capital Management St Louis, Missouri	$14.2M	-$5.61M	1	1.6%	Reduced
158	UBS AM Chicago, Illinois	$14M	+$2.91M	8	0.01%	Increased
159	Federated Hermes Pittsburgh, Pennsylvania	$13.6M	-$2.59M	3	0.03%	Reduced
160	Lazard Asset Management New York	$13.3M	-$1.56M	1	0.02%	Reduced
161	Comerica Bank Dallas, Texas	$13.2M	+$371K	7	0.11%	Increased
162	GW&K Investment Management Boston, Massachusetts	$12.9M	+$1.94M	1	0.2%	Increased
163	Bank of Montreal Toronto, Ontario, Canada	$12.6M	-$5.89M	9	0.01%	Reduced
164	HA Heartland Advisors Milwaukee, Wisconsin	$12.6M	+$444K	2	0.92%	Increased
165	MetLife Investment Management Whippany, New Jersey	$12.4M	-$24.2M	8	0.13%	Reduced
166	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.3M	+$2.15M	4	0.1%	Increased
167	CCI Columbus Circle Investors	$12.1M	-$4.22M	1	0.32%	Reduced
168	Arizona State Retirement System Phoenix, Arizona	$12.1M	+$101K	5	0.14%	Increased
169	Employees Retirement System of Texas Austin, Texas	$11.8M	+$787K	3	0.18%	Increased
170	Frontier Capital Management Boston, Massachusetts	$11.7M	-$9.76M	1	0.09%	Reduced
171	Penserra Capital Management Orinda, California	$11.6M	+$8.94M	8	0.9%	Increased
172	Jacobs Levy Equity Management Florham Park, New Jersey	$11.6M	+$919K	3	0.16%	Increased
173	Picton Mahoney Asset Management Toronto, Ontario, Canada	$11.4M	+$1.58M	1	0.78%	Increased
174	Man Group London, United Kingdom	$11.1M	-$1.53M	3	0.04%	Reduced
175	Canada Life Winnipeg, Manitoba, Canada	$10.7M	+$232K	7	0.02%	Increased