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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	Qube Research & Technologies (QRT) London, United Kingdom	$49.9M	-$91.3M	3	0.05%	Reduced
152	LI Leeward Investments Boston, Massachusetts	$49.1M	+$4.72M	1	2.61%	Increased
153	Polar Asset Management Partners Toronto, Ontario, Canada	$48.1M	-$24.8M	3	0.75%	Reduced
154	Engineers Gate Manager New York	$47.4M	+$6.26M	7	0.59%	Increased
155	State of Wisconsin Investment Board Madison, Wisconsin	$46.8M	-$3.45M	6	0.11%	Reduced
156	LMR Partners London, United Kingdom	$46.6M	-$6.05M	4	0.33%	Reduced
157	Axa Paris, France	$45.5M	+$2.34M	3	0.13%	Increased
158	SCM SG Capital Management Chicago, Illinois	$45.1M	+$27.7M	3	3.12%	Increased
159	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$44M	+$19.2M	5	0.08%	Increased
160	Candriam SCA Strassen, Luxembourg, Luxembourg	$43.5M	-$14.2M	2	0.25%	Reduced
161	Mirae Asset Global Investments Seoul, South Korea	$42.9M	+$5.39M	3	0.15%	Increased
162	Panagora Asset Management Boston, Massachusetts	$42.6M	-$10.9M	5	0.19%	Reduced
163	Fiera Capital (Canada) Montreal, Quebec, Canada	$41.7M	+$34M	1	0.14%	New
164	WPC Waters Parkerson & Co New Orleans, Louisiana	$41.2M	+$1.27M	1	2.05%	Increased
165	Jain Global New York	$40.7M	+$9.13M	6	0.32%	Increased
166	Stifel Financial St. Louis, Missouri	$40.7M	-$1.32M	7	0.04%	Reduced
167	NM NWI Management New York	$40.1M	$0	1	2.08%	Maintained
168	RB Rodgers Brothers Harmony, Pennsylvania	$39.6M	+$173K	1	5%	Increased
169	NCGI Next Century Growth Investors Plymouth, Minnesota	$39.3M	+$2.27M	3	3.04%	Increased
170	Twin Tree Management Dallas, Texas	$39.3M	+$7.68M	4	0.07%	Increased
171	Jump Financial Chicago, Illinois	$39.2M	-$35.5M	7	0.43%	Reduced
172	Acadian Asset Management Boston, Massachusetts	$39.2M	-$14.5M	3	0.08%	Reduced
173	Summit Partners Public Asset Management Boston, Massachusetts	$38.7M	+$23.9M	1	0.98%	Increased
174	State Board of Administration of Florida Retirement System Tallahassee, Florida	$37.9M	+$942K	6	0.07%	Increased
175	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$37.9M	+$4.77M	1	2.6%	Increased