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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	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$24.1M	-$2.19M	1	1.74%	Reduced
177	Davidson Kempner Capital Management New York	$23.9M	+$10.3M	1	0.33%	Increased
178	NCGI Next Century Growth Investors Plymouth, Minnesota	$23.7M	-$8.39M	3	2.11%	Reduced
179	New York State Teachers Retirement System (NYSTRS) Albany, New York	$23.7M	-$298K	4	0.05%	Reduced
180	Public Employees Retirement Association of Colorado Denver, Colorado	$23M	+$2.64M	6	0.1%	Increased
181	Thornburg Investment Management Santa Fe, New Mexico	$23M	-$3.26M	3	0.32%	Reduced
182	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$23M	-$87.8K	1	3.19%	Reduced
183	LN Lightrock Netherlands Utrecht, Netherlands	$22.1M	+$15.6M	1	5.81%	Increased
184	HP Harvey Partners Tarrytown, New York	$22M	+$20.4M	1	2.57%	New
185	NPF Norris Perne & French Grand Rapids, Michigan	$21.5M	+$4.83M	1	1.62%	Increased
186	Twin Tree Management Dallas, Texas	$21.4M	+$12.3M	5	0.04%	Increased
187	Junto Capital Management New York	$21M	+$25.9M	1	0.44%	New
188	GAAM Grand Alliance Asset Management Central, Hong Kong	$20.8M	+$22.2M	2	24.04%	Increased
189	FSCM Front Street Capital Management Missoula, Montana	$20.7M	-$1.83M	3	3.94%	Reduced
190	Needham Investment Management New York	$20.5M	-$1.3M	2	1.93%	Reduced
191	Engineers Gate Manager New York	$20.4M	+$3.07M	7	0.34%	Increased
192	MetLife Investment Management Whippany, New Jersey	$20.3M	-$991K	8	0.11%	Reduced
193	SFM Systematic Financial Management Teaneck, New Jersey	$19.6M	+$244K	2	0.56%	Increased
194	INTECH Investment Management West Palm Beach, Florida	$19.6M	+$10.8M	7	0.2%	Increased
195	Peregrine Capital Management Minneapolis, Minnesota	$19.4M	+$1.14M	2	0.64%	Increased
196	Kennedy Capital Management St Louis, Missouri	$19.1M	+$2.24M	2	0.46%	Increased
197	Mutual of America Capital Management New York	$19M	-$1.56M	5	0.22%	Reduced
198	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$18.7M	+$33.4K	1	3.19%	Increased
199	J. Safra Sarasin Holding	$18.4M	+$15.9M	2	0.33%	Increased
200	Jain Global New York	$18.4M	+$12.2M	5	0.22%	Increased