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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	HA Heartland Advisors Milwaukee, Wisconsin	$8.74M	+$7.67M	1	0.72%	Increased
177	Nordea Investment Management Stockholm, Sweden	$8.7M	+$371K	4	0.02%	Increased
178	UBS AM Chicago, Illinois	$8.46M	+$1.12M	7	0.01%	Increased
179	HA H2O AM London, United Kingdom	$8.44M	+$8.56M	1	0.93%	New
180	Two Sigma Advisers New York	$8.42M	+$967K	7	0.02%	Increased
181	CEP Chicago Equity Partners Chicago, Illinois	$8.25M	+$2.22M	2	0.33%	Increased
182	ACB Aristotle Capital Boston Boston, Massachusetts	$8.22M	+$7.04M	2	0.67%	Increased
183	Picton Mahoney Asset Management Toronto, Ontario, Canada	$8.13M	+$6.78M	1	0.73%	Increased
184	BA Broadview Advisors Milwaukee, Wisconsin	$8.11M	-$5.31M	1	2.34%	Reduced
185	SEC Seven Eight Capital New York	$8.01M	+$3.31M	1	0.45%	Increased
186	Lazard Asset Management New York	$7.99M	-$739K	1	0.01%	Reduced
187	FG Formula Growth Montreal, Quebec, Canada	$7.98M	+$3.51M	1	1.31%	Increased
188	GF Greenhouse Funds Baltimore, Maryland	$7.54M	+$8.38M	1	1.86%	New
189	CCP Clough Capital Partners Boston, Massachusetts	$7.45M	+$8.73M	1	0.88%	New
190	GAI General American Investors New York	$7.35M	$0	1	0.77%	Maintained
191	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$7.28M	+$8.23M	4	0.57%	New
192	PEAK6 Investments Chicago, Illinois	$7.2M	+$4.29M	6	0.05%	Increased
193	PP Patten & Patten Chattanooga, Tennessee	$7.19M	-$713K	2	0.88%	Reduced
194	KMC Kirr Marbach & Co Columbus, Indiana	$7.14M	+$6.89M	1	1.98%	New
195	HCMT Highland Capital Management (Texas) Dallas, Texas	$7.06M	+$3.15M	2	0.54%	Increased
196	TPSF Texas Permanent School Fund Austin, Texas	$6.97M	+$634K	5	0.12%	Increased
197	ICOM Investment Counselors of Maryland Baltimore, Maryland	$6.94M	+$192K	1	0.4%	Increased
198	Employees Retirement System of Texas Austin, Texas	$6.81M	+$2.34M	3	0.11%	Increased
199	Raymond James Financial Services Advisors St. Petersburg, Florida	$6.81M	+$518K	5	0.04%	Increased
200	Capital Fund Management (CFM) Paris, France	$6.79M	+$5.13M	4	0.06%	Increased