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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
176	KIP Kayak Investment Partners San Francisco, California	$11.7M	+$4.1M	1	5.49%	Increased
177	Robeco Institutional Asset Management Rotterdam, Netherlands	$11.5M	+$9.49M	3	0.07%	Increased
178	Aperio Group Sausalito, California	$11.4M	+$2.2M	6	0.07%	Increased
179	KRC Kingdom Ridge Capital White Plains, New York	$11.3M	-$31.5M	1	2.57%	Reduced
180	PCM Portolan Capital Management Boston, Massachusetts	$11.3M	-$3.39M	2	1.45%	Reduced
181	Two Sigma Advisers New York	$11.2M	-$8.38M	6	0.04%	Reduced
182	Nuveen Charlotte, North Carolina	$11.2M	-$6.28M	3	0.07%	Reduced
183	MHP Manatuck Hill Partners Westport, Connecticut	$11.1M	+$7.86M	3	5.55%	Increased
184	MAP Managed Asset Portfolios Rochester, Michigan	$11M	+$5.85M	2	3.62%	Increased
185	CAM Capstone Asset Management Houston, Texas	$11M	+$6.12M	5	0.3%	Increased
186	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$10.8M	+$6.79M	5	0.06%	Increased
187	Mutual of America Capital Management New York	$10.7M	+$4.5M	5	0.18%	Increased
188	Castleark Management Chicago, Illinois	$10.6M	+$10M	1	0.35%	New
189	Marshall Wace North America New York	$10.6M	+$9.23M	5	0.08%	Increased
190	BBCM Boardman Bay Capital Management New York	$10.6M	+$3.78M	3	10.66%	Increased
191	Squarepoint New York	$10.4M	+$7.69M	4	0.21%	Increased
192	ACM Argent Capital Management St Louis, Missouri	$10.2M	-$7.73M	3	0.41%	Reduced
193	Sit Investment Associates Minneapolis, Minnesota	$9.9M	-$728K	2	0.24%	Reduced
194	ArrowMark Colorado Holdings Denver, Colorado	$9.86M	+$9.6M	1	0.12%	New
195	State Board of Administration of Florida Retirement System Tallahassee, Florida	$9.82M	-$62.3K	8	0.03%	Reduced
196	PP Patten & Patten Chattanooga, Tennessee	$9.81M	+$1.35M	2	1.09%	Increased
197	AIS AlphaOne Investment Services West Chester, Pennsylvania	$9.51M	-$2.8M	3	2.56%	Reduced
198	Jefferies Group New York	$9.47M	+$6.37M	2	0.06%	Increased
199	CAM Cortina Asset Management Milwaukee, Wisconsin	$9.39M	+$2.34M	1	0.4%	Increased
200	SFM Systematic Financial Management Teaneck, New Jersey	$9.1M	-$4.35M	2	0.17%	Reduced