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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
201	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$14.1M	+$1.93M	2	1.13%	Increased
202	Qube Research & Technologies (QRT) London, United Kingdom	$14.1M	-$3.01M	8	0.02%	Reduced
203	Public Employees Retirement Association of Colorado Denver, Colorado	$14.1M	+$1.63M	7	0.06%	Increased
204	TIM Thompson Investment Management Madison, Wisconsin	$14.1M	-$116K	2	2.12%	Reduced
205	Federated Hermes Pittsburgh, Pennsylvania	$14.1M	+$4.56M	6	0.03%	Increased
206	Madison Asset Management Madison, Wisconsin	$14M	-$2.32M	1	0.17%	Reduced
207	Simplex Trading Chicago, Illinois	$13.8M	+$8.03M	10	0.01%	Increased
208	Stifel Financial St. Louis, Missouri	$13.7M	-$2.42M	8	0.02%	Reduced
209	Impax Asset Management Group London, United Kingdom	$13.7M	-$3.69M	1	0.05%	Reduced
210	STRS Ohio Columbus, Ohio	$13.6M	-$1.09M	4	0.05%	Reduced
211	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$13.3M	+$12.1M	1	0.14%	New
212	DP DDD Partners Bellevue, Washington	$13.3M	-$2.05M	2	1.63%	Reduced
213	CI Investments Inc Toronto, Ontario, Canada	$13M	-$3.98M	4	0.05%	Reduced
214	Panagora Asset Management Boston, Massachusetts	$12.6M	-$473K	3	0.07%	Reduced
215	LCG Lisanti Capital Growth New York	$12.4M	+$6.73M	3	3.02%	Increased
216	PAEMF Panview Asian Equity Master Fund Central, Hong Kong	$12.3M	+$13.2M	1	3.86%	New
217	Fort Washington Investment Advisors Cincinnati, Ohio	$12.2M	-$9.12M	1	0.08%	Reduced
218	AAP Ardsley Advisory Partners Stamford, Connecticut	$12.2M	+$8.77M	4	1.75%	Increased
219	TC TwinBeech Capital Purchase, New York	$12.1M	-$13.4M	3	0.25%	Reduced
220	First Eagle Investment Management New York	$11.9M	-$7M	2	0.03%	Reduced
221	OCM Osterweis Capital Management San Francisco, California	$11.9M	-$1.16M	1	0.7%	Reduced
222	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$11.8M	+$11.3M	3	2.65%	New
223	Weiss Asset Management Boston, Massachusetts	$11.7M	+$11.4M	1	0.4%	Increased
224	Nomura Holdings Tokyo, Japan	$11.5M	-$1.41M	5	0.03%	Reduced
225	CloudAlpha Capital Management Hong Kong	$11.5M	-$2.23M	1	1.37%	Reduced