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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	Stonegate Investment Group Birmingham, Alabama	$31.7M	+$860K	1	1.04%	Increased
152	Jacobs Levy Equity Management Florham Park, New Jersey	$31.2M	-$81.4M	4	0.21%	Reduced
153	DCM Divisar Capital Management San Francisco, California	$30.9M	-$3.6M	3	9.44%	Reduced
154	ACM Analog Century Management New York	$30M	+$3.4M	2	10.18%	Increased
155	BCA Bernzott Capital Advisors Camarillo, California	$29.7M	+$6.07M	1	2.72%	Increased
156	Becker Capital Management Portland, Oregon	$29.3M	-$2.23M	1	1.18%	Reduced
157	AIC AWM Investment Company New York	$29.2M	$0	1	3.76%	Maintained
158	Todd Asset Management Louisville, Kentucky	$28.9M	-$239K	1	0.64%	Reduced
159	FSCM Front Street Capital Management Missoula, Montana	$27.7M	-$326K	3	5.15%	Reduced
160	Ruffer LLP London, United Kingdom	$27M	-$887K	1	0.63%	Reduced
161	Raymond James & Associates St Petersburg, Florida	$26.9M	-$811K	6	0.02%	Reduced
162	Federated Hermes Pittsburgh, Pennsylvania	$26.8M	-$4.61M	4	0.06%	Reduced
163	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$26.5M	+$12.2M	7	0.52%	Increased
164	Assenagon Asset Management Senningerberg, Luxembourg	$25.3M	+$10.7M	4	0.07%	Increased
165	WIC Water Island Capital New York	$25.2M	+$260K	1	1.28%	Increased
166	WPC Waters Parkerson & Co New Orleans, Louisiana	$25.2M	+$2.75M	1	1.41%	Increased
167	LI Leeward Investments Boston, Massachusetts	$24.8M	+$25.3M	2	0.98%	New
168	DZ Bank Frankfurt Am Main, Germany	$24.5M	+$26.3M	2	0.04%	New
169	Mirae Asset Global Investments Seoul, South Korea	$24.5M	+$4.28M	1	0.05%	Increased
170	CS Central Securities New York	$24.3M	$0	1	2.58%	Maintained
171	Canada Life Winnipeg, Manitoba, Canada	$24.2M	-$6.87M	7	0.05%	Reduced
172	STRS Ohio Columbus, Ohio	$24.1M	+$2.35M	6	0.09%	Increased
173	Aviva London, United Kingdom	$24M	-$1.2M	2	0.12%	Reduced
174	MetLife Investment Management Whippany, New Jersey	$23M	+$6.5M	8	0.15%	Increased
175	RB Rodgers Brothers Harmony, Pennsylvania	$23M	-$1.45M	1	4.12%	Reduced