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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	SST S Squared Technology New York	$19.5M	-$3.06M	2	8.61%	Reduced
177	FMI F/M Investments Washington, District of Columbia	$19.5M	+$17.7M	2	0.7%	New
178	Caxton Associates (New York) New York	$19.4M	+$14.3M	4	0.66%	Increased
179	KHCM Kettle Hill Capital Management New York	$19.4M	+$17.5M	3	4.89%	Increased
180	Masters Capital Management Atlanta, Georgia	$19.3M	+$14.2M	1	1.08%	Increased
181	LI Leeward Investments Boston, Massachusetts	$19.2M	+$908K	1	0.88%	Increased
182	OGC Oak Grove Capital North Hampton, New Hampshire	$19.1M	-$3.55M	1	3.47%	Reduced
183	LCG Lisanti Capital Growth New York	$18.7M	+$2.14M	3	4.5%	Increased
184	GIP Granite Investment Partners El Segundo, California	$18.6M	+$1.04M	1	0.77%	Increased
185	Marshall Wace London, United Kingdom	$18.5M	-$4.1M	8	0.02%	Reduced
186	TIM Thompson Investment Management Madison, Wisconsin	$18.2M	+$1.61M	2	2.81%	Increased
187	Peregrine Capital Management Minneapolis, Minnesota	$18M	+$221K	3	0.53%	Increased
188	TB Terril Brothers St. Louis, Missouri	$17.8M	-$5.36M	1	6.38%	Reduced
189	Mirae Asset Global Investments Seoul, South Korea	$17.5M	-$12.8M	1	0.09%	Reduced
190	ExodusPoint Capital Management New York	$17.4M	+$7.33M	6	0.12%	Increased
191	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$17.4M	-$4.08M	3	0.02%	Reduced
192	MetLife Investment Management Whippany, New Jersey	$17.3M	-$2.8M	9	0.1%	Reduced
193	Perpetual Ltd Sydney, New South Wales, Australia	$17.2M	+$17M	1	0.19%	New
194	Polar Capital Holdings London, United Kingdom	$17.1M	-$79.4M	2	0.1%	Reduced
195	PHK Point72 Hong Kong Hong Kong	$16.6M	-$20.7M	2	1%	Reduced
196	Lazard Asset Management New York	$16.5M	-$1.48M	4	0.02%	Reduced
197	Madison Asset Management Madison, Wisconsin	$16M	+$2.29M	1	0.2%	Increased
198	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$15.9M	$0	1	0.15%	Maintained
199	Kornitzer Capital Management Shawnee Mission, Kansas	$15.8M	-$408K	2	0.3%	Reduced
200	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$15.7M	+$13.1M	6	0.04%	New