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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	ST SAL Trading Bala Cynwyd, Pennsylvania	$15.6M	-$11.3M	1	17.47%	Reduced
177	Russell Investments Group London, United Kingdom	$15.6M	+$5.78M	8	0.03%	Increased
178	Chartwell Investment Partners Berywn, Pennsylvania	$15.1M	+$1.81M	2	0.55%	Increased
179	Tudor Investment Corp Stamford, Connecticut	$14.7M	+$5.52M	4	0.18%	Increased
180	Kornitzer Capital Management Shawnee Mission, Kansas	$14.6M	-$12.7M	2	0.29%	Reduced
181	WCM Investment Management Laguna Beach, California	$14.4M	+$1.08M	1	0.04%	Increased
182	Amalgamated Bank New York	$14.2M	-$587K	8	0.12%	Reduced
183	Arrowstreet Capital Boston, Massachusetts	$14.1M	-$35.7M	1	0.02%	Reduced
184	Osaic Holdings Scottsdale, Arizona	$14M	-$640K	11	0.03%	Reduced
185	Ariel Investments Chicago, Illinois	$13.2M	-$497K	1	0.13%	Reduced
186	Los Angeles Capital Management Los Angeles, California	$13.1M	-$15.3M	2	0.05%	Reduced
187	State of New Jersey Common Pension Fund D Trenton, New Jersey	$12.9M	+$428K	4	0.04%	Increased
188	STRS Ohio Columbus, Ohio	$12.8M	-$501K	3	0.05%	Reduced
189	TSAM Trinity Street Asset Management London, United Kingdom	$12.8M	-$44.9K	1	1.41%	Reduced
190	Madison Asset Management Madison, Wisconsin	$12.6M	+$1.51M	1	0.18%	Increased
191	Assenagon Asset Management Senningerberg, Luxembourg	$12.4M	-$28.2M	3	0.04%	Reduced
192	Hantz Financial Services Southfield, Michigan	$12.4M	+$201K	2	0.31%	Increased
193	Hotchkis & Wiley Capital Management Los Angeles, California	$12.1M	-$1.37M	1	0.04%	Reduced
194	SI Sora Investors Bryn Mawr, Pennsylvania	$12.1M	+$2.6M	2	5.31%	Increased
195	GF Goodman Financial Houston, Texas	$12M	+$10.6M	1	3.32%	New
196	OCM Osterweis Capital Management San Francisco, California	$11.9M	+$297K	1	0.79%	Increased
197	Holocene Advisors New York	$11.8M	-$34.3M	3	0.05%	Reduced
198	TIM Thompson Investment Management Madison, Wisconsin	$11.8M	-$152K	2	1.91%	Reduced
199	ZCM Ziegler Capital Management Chicago, Illinois	$11.8M	-$84.5K	1	0.45%	Reduced
200	CMG Cavalry Management Group San Francisco, California	$11.6M	+$12.4M	1	5.1%	New