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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	SC Shellback Capital Boston, Massachusetts	$27.1M	-$5.1M	3	4.7%	Reduced
152	Walleye Trading New York	$26.9M	+$17.6M	2	0.09%	Increased
153	New York State Teachers Retirement System (NYSTRS) Albany, New York	$26.7M	-$215K	4	0.07%	Reduced
154	NPIC Neumeier Poma Investment Counsel Carmel, California	$26.2M	-$226K	1	2.05%	Reduced
155	Woodline Partners San Francisco, California	$25.8M	-$36.8M	5	0.4%	Reduced
156	LSV Asset Management Chicago, Illinois	$25.8M	+$14.8M	3	0.06%	Increased
157	Mariner Overland Park, Kansas	$25.4M	-$17.4M	4	0.1%	Reduced
158	E. Ohman J:or Asset Management Stockholm, Sweden	$25M	-$2.6M	1	1.08%	Reduced
159	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$24.9M	+$2.36M	3	0.11%	Increased
160	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$24.8M	+$26.4M	2	0.21%	Increased
161	Royce & Associates New York	$24.6M	-$4.22M	3	0.25%	Reduced
162	Russell Investments Group London, United Kingdom	$24.4M	-$552K	8	0.05%	Reduced
163	Man Group London, United Kingdom	$24.1M	-$14.7M	0	–	Closed
164	Glenmede Trust Philadelphia, Pennsylvania	$23.7M	-$8.03M	3	0.14%	Reduced
165	Todd Asset Management Louisville, Kentucky	$23.5M	-$85K	1	0.6%	Reduced
166	ACM Analog Century Management New York	$22.7M	-$202K	2	12.33%	Reduced
167	BNP Paribas Financial Markets Paris, France	$22.1M	+$13.1M	8	0.03%	Increased
168	Becker Capital Management Portland, Oregon	$22M	-$48.6K	1	1.06%	Reduced
169	Squarepoint New York	$21.9M	+$10.4M	7	0.12%	Increased
170	Qube Research & Technologies (QRT) London, United Kingdom	$21.9M	+$3.32M	7	0.16%	Increased
171	Raymond James & Associates St Petersburg, Florida	$21.4M	-$173K	7	0.02%	Reduced
172	TAL TIG Advisors LLC New York	$21.4M	-$12.3M	1	0.89%	Reduced
173	FSCM Front Street Capital Management Missoula, Montana	$21.3M	-$5.67K	3	5.04%	Reduced
174	VI Versor Investments New York	$20.9M	+$2.24M	4	0.8%	Increased
175	ACM AIGH Capital Management Baltimore, Maryland	$20.4M	+$2.94M	1	5.36%	Increased