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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	Congress Wealth Management Boston, Massachusetts	$21.1M	+$1.63M	1	0.51%	Increased
152	Mariner Overland Park, Kansas	$21M	+$1.32M	5	0.06%	Increased
153	ACM AIGH Capital Management Baltimore, Maryland	$20.6M	-$8.02M	2	7.58%	Reduced
154	Hood River Capital Management Palm Beach Gardens, Florida	$19.5M	-$69.6M	1	0.63%	Reduced
155	TPSF Texas Permanent School Fund Austin, Texas	$19.3M	+$4.92M	5	0.19%	Increased
156	MAP Managed Asset Portfolios Rochester, Michigan	$19.2M	+$505K	1	2.91%	Increased
157	DG DigitalBridge Group Boca Raton, Florida	$19.1M	-$2.89M	2	2.24%	Reduced
158	First Eagle Investment Management New York	$18.1M	+$9.16M	4	0.05%	Increased
159	FSCM Front Street Capital Management Missoula, Montana	$18.1M	+$239K	3	3.91%	Increased
160	Jane Street New York	$18M	+$2.26M	10	0.01%	Increased
161	State Board of Administration of Florida Retirement System Tallahassee, Florida	$17.7M	+$669K	8	0.04%	Increased
162	ExodusPoint Capital Management New York	$17.6M	+$7.53M	6	0.15%	Increased
163	Mirae Asset Global Investments Seoul, South Korea	$17.4M	+$1.01M	6	0.04%	Increased
164	HP Harvey Partners Tarrytown, New York	$17.3M	+$327K	1	2.15%	Increased
165	BCAM Boston Common Asset Management Boston, Massachusetts	$17.2M	-$935K	1	0.36%	Reduced
166	Twin Tree Management Dallas, Texas	$17M	+$4.39M	2	0.03%	Increased
167	NPF Norris Perne & French Grand Rapids, Michigan	$17M	+$1.21M	1	1.55%	Increased
168	MetLife Investment Management Whippany, New Jersey	$16.7M	-$172K	8	0.12%	Reduced
169	Woodline Partners San Francisco, California	$16.6M	-$27.2M	4	0.23%	Reduced
170	WPC Waters Parkerson & Co New Orleans, Louisiana	$16.5M	+$738K	1	0.98%	Increased
171	FHCM Force Hill Capital Management New York	$16.5M	+$6.63M	2	4.3%	Increased
172	Chartwell Investment Partners Berywn, Pennsylvania	$16.3M	+$1.21M	2	0.62%	Increased
173	Alyeska Investment Group Chicago, Illinois	$16.2M	-$82.7M	1	0.14%	Reduced
174	Ariel Investments Chicago, Illinois	$16.2M	-$245K	1	0.16%	Reduced
175	TSAM Trinity Street Asset Management London, United Kingdom	$15.8M	-$207K	1	1.77%	Reduced