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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	Walleye Capital New York	$29.4M	+$1.79M	8	0.13%	Increased
152	Candriam SCA Strassen, Luxembourg, Luxembourg	$29.3M	+$45.3M	1	0.18%	New
153	NM NWI Management New York	$29.2M	-$29.8M	1	3.67%	Reduced
154	Whale Rock Capital Management Boston, Massachusetts	$28.9M	-$139M	1	0.5%	Reduced
155	WPC Waters Parkerson & Co New Orleans, Louisiana	$28.8M	+$1.08M	1	1.54%	Increased
156	RB Rodgers Brothers Harmony, Pennsylvania	$28.7M	+$3.34M	1	3.82%	Increased
157	Axa Paris, France	$28.3M	-$857K	1	0.09%	Reduced
158	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$28.3M	-$12.7M	1	0.3%	Reduced
159	Stifel Financial St. Louis, Missouri	$28.2M	+$6.58M	7	0.03%	Increased
160	LI Leeward Investments Boston, Massachusetts	$28M	+$7.7M	1	1.49%	Increased
161	Comerica Bank Dallas, Texas	$28M	-$220K	5	0.12%	Reduced
162	TC TwinBeech Capital Purchase, New York	$27.8M	+$15.5M	4	0.51%	Increased
163	ExodusPoint Capital Management New York	$27.6M	-$5.94M	7	0.27%	Reduced
164	Natixis Advisors Boston, Massachusetts	$27.5M	+$3.83M	5	0.05%	Increased
165	TAM Talos Asset Management New York	$27.4M	+$8.77M	2	11.61%	Increased
166	Massachusetts Financial Services Boston, Massachusetts	$27.2M	+$2.99M	2	0.01%	Increased
167	Panagora Asset Management Boston, Massachusetts	$27.2M	-$1.23M	4	0.14%	Reduced
168	Sterling Capital Management Charlotte, North Carolina	$27.1M	-$6.79M	9	0.42%	Reduced
169	Optiver Holding Amsterdam, Netherlands	$26.3M	+$24.4M	5	0.02%	Increased
170	TCP ThornTree Capital Partners Boston, Massachusetts	$26.2M	-$14.1M	1	5.78%	Reduced
171	OAM Ophir Asset Management Sydney, Australia	$26M	+$32.1M	1	4.54%	New
172	Mirae Asset Global Investments Seoul, South Korea	$25.8M	+$1.8M	4	0.11%	Increased
173	State of Tennessee, Department of Treasury Nashville, Tennessee	$25.6M	+$371K	5	0.1%	Increased
174	State Board of Administration of Florida Retirement System Tallahassee, Florida	$25.5M	+$8.6K	7	0.05%	Increased
175	Oribel Capital Management New York	$25.1M	+$32.8M	1	1.03%	New