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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	Impax Asset Management Group London, United Kingdom	$13.7M	+$1.32M	2	0.06%	Increased
177	DP DDD Partners Bellevue, Washington	$13.5M	+$4.07M	2	1.94%	Increased
178	PHK Point72 Hong Kong Hong Kong	$13.2M	-$10.3M	4	3.63%	Reduced
179	MAP Managed Asset Portfolios Rochester, Michigan	$13.1M	-$1.81M	1	2.01%	Reduced
180	CS Central Securities New York	$13.1M	$0	1	1.59%	Maintained
181	HighTower Advisors Chicago, Illinois	$12.7M	+$1.73M	4	0.02%	Increased
182	OGC Oak Grove Capital North Hampton, New Hampshire	$12.7M	-$2.41M	1	4.42%	Reduced
183	LI Leeward Investments Boston, Massachusetts	$12.7M	-$7.64M	1	0.65%	Reduced
184	BPIH Broad Peak Investment Holdings Singapore	$12.6M	+$15.8M	1	1.55%	New
185	Amalgamated Bank New York	$12.5M	-$444K	8	0.11%	Reduced
186	HLAM Hidden Lake Asset Management New York	$12.5M	+$15.7M	1	14.9%	New
187	Osaic Holdings Scottsdale, Arizona	$12.4M	-$1.2M	11	0.02%	Reduced
188	Natixis Advisors Boston, Massachusetts	$12.1M	-$4.53M	5	0.04%	Reduced
189	LCG Lisanti Capital Growth New York	$12M	+$9.78M	2	1.9%	Increased
190	Bank of Montreal Toronto, Ontario, Canada	$12M	+$2.93M	9	0%	Increased
191	Boston Partners Boston, Massachusetts	$11.9M	+$262K	2	0.02%	Increased
192	Tudor Investment Corp Stamford, Connecticut	$11.9M	+$118K	6	0.12%	Increased
193	OCM Osterweis Capital Management San Francisco, California	$11.7M	-$2.82M	1	0.86%	Reduced
194	PCM Portolan Capital Management Boston, Massachusetts	$11.5M	-$1.78M	1	1.07%	Reduced
195	State of New Jersey Common Pension Fund D Trenton, New Jersey	$11.3M	-$659K	4	0.04%	Reduced
196	Nomura Holdings Tokyo, Japan	$11.3M	+$3.73M	4	0.03%	Increased
197	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$11.2M	+$7.32M	6	0.06%	Increased
198	Capital Fund Management (CFM) Paris, France	$10.9M	+$6.23M	5	0.04%	Increased
199	Stifel Financial St. Louis, Missouri	$10.9M	-$321K	8	0.02%	Reduced
200	Madison Asset Management Madison, Wisconsin	$10.8M	-$2.93M	1	0.16%	Reduced