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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	FG Formula Growth Montreal, Quebec, Canada	$18.6M	-$4.85M	2	3.49%	Reduced
152	CAPTRUST Financial Advisors Raleigh, North Carolina	$18.6M	-$3.13M	6	0.31%	Reduced
153	Guggenheim Capital Chicago, Illinois	$18.2M	-$13.3M	5	0.13%	Reduced
154	Anchor Capital Advisors Boston, Massachusetts	$18.2M	+$24.1M	1	0.46%	New
155	Bank of Montreal Toronto, Ontario, Canada	$17.8M	+$8.28M	9	0.01%	Increased
156	Stifel Financial St. Louis, Missouri	$17.8M	+$9.51M	6	0.04%	Increased
157	State Board of Administration of Florida Retirement System Tallahassee, Florida	$17.7M	+$51.8K	8	0.04%	Increased
158	CMG Cavalry Management Group San Francisco, California	$17.6M	-$18.4M	1	1.91%	Reduced
159	Point72 Asset Management Stamford, Connecticut	$17.3M	-$14.6M	3	0.09%	Reduced
160	NPIC Neumeier Poma Investment Counsel Carmel, California	$17.1M	-$13.7M	1	1.41%	Reduced
161	Adage Capital Partners Boston, Massachusetts	$16.9M	+$8.11M	1	0.04%	Increased
162	BNP Paribas Financial Markets Paris, France	$16.4M	+$4.19M	9	0.02%	Increased
163	Squarepoint New York	$16.1M	-$1.03M	7	0.22%	Reduced
164	TPSF Texas Permanent School Fund Austin, Texas	$16M	+$3.94M	5	0.22%	Increased
165	VWM Valley Wealth Managers Paramus, New Jersey	$15.5M	+$20.5M	1	1.7%	New
166	Natixis Advisors Boston, Massachusetts	$15.4M	-$13.6M	4	0.1%	Reduced
167	Comerica Bank Dallas, Texas	$15.3M	-$330K	8	0.11%	Reduced
168	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$15.2M	+$3.54M	4	0.45%	Increased
169	Qube Research & Technologies (QRT) London, United Kingdom	$15.1M	+$852K	4	0.22%	Increased
170	BBCM Boardman Bay Capital Management New York	$15M	-$9.98M	7	15.4%	Reduced
171	Weiss Multi-Strategy Advisers New York	$14.9M	-$12.3M	4	0.4%	Reduced
172	US Bancorp Minneapolis, Minnesota	$14.8M	+$2.94M	8	0.04%	Increased
173	MAP Managed Asset Portfolios Rochester, Michigan	$14.8M	+$183K	1	2.94%	Increased
174	Stephens Investment Management Group Houston, Texas	$14.7M	-$812K	1	0.26%	Reduced
175	LPL Financial San Diego, California	$14.7M	+$2.41M	5	0.02%	Increased