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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	Adage Capital Partners Boston, Massachusetts	$73.4M	+$7.16M	2	0.11%	Increased
177	Stifel Financial St. Louis, Missouri	$73.2M	-$8.72M	8	0.07%	Reduced
178	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$72.3M	-$106M	6	0.19%	Reduced
179	SCM Steadfast Capital Management New York	$72.1M	+$59.8M	1	1.24%	New
180	INTECH Investment Management West Palm Beach, Florida	$71.4M	+$10.1M	7	0.64%	Increased
181	RB Rodgers Brothers Harmony, Pennsylvania	$71M	-$8.2M	1	8.5%	Reduced
182	Panagora Asset Management Boston, Massachusetts	$69.4M	+$16.3M	5	0.25%	Increased
183	Silvercrest Asset Management New York	$68.8M	-$24.8M	5	0.47%	Reduced
184	HVCM Hel Ved Capital Management Central, Hong Kong	$68.6M	+$45.5M	3	18.42%	Increased
185	SM Senvest Management New York	$66.8M	-$113M	1	2.07%	Reduced
186	MetLife Investment Management Whippany, New Jersey	$66.7M	-$3.88M	7	0.32%	Reduced
187	Jain Global New York	$66.5M	+$30.1M	5	0.32%	Increased
188	NCGI Next Century Growth Investors Plymouth, Minnesota	$66.2M	+$4.26M	4	4.6%	Increased
189	OCMH Oxbow Capital Management (HK) Hong Kong	$65.7M	-$38.3M	2	18.24%	Reduced
190	TA Trivest Advisors Hong Kong	$65.6M	+$45.7M	1	2.99%	New
191	ZDA Zweig-DiMenna Associates New York	$65.4M	+$14M	3	4.06%	Increased
192	Fiera Capital (Canada) Montreal, Quebec, Canada	$64.8M	+$15M	1	0.21%	Increased
193	HRT Financial New York	$64.6M	+$21.9M	6	0.2%	Increased
194	Two Sigma Advisers New York	$64.3M	-$212M	6	0.13%	Reduced
195	Segall Bryant & Hamill Chicago, Illinois	$64.3M	+$18.5M	3	0.87%	Increased
196	TC Tairen Capital Hong Kong	$64M	+$43.9M	3	6.66%	Increased
197	Geneva Capital Management Milwaukee, Wisconsin	$63.8M	-$6.62M	1	1.2%	Reduced
198	Tidal Investments Milwaukee, Wisconsin	$62.6M	+$30.5M	6	0.15%	Increased
199	Brevan Howard Capital Management St. Helier, Jersey	$62M	+$13.8M	5	0.68%	Increased
200	Man Group London, United Kingdom	$61M	+$12M	6	0.1%	Increased