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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	CI Investments Inc Toronto, Ontario, Canada	$15.7M	+$150K	4	0.06%	Increased
202	Channing Capital Management Chicago, Illinois	$15.6M	+$6.08M	1	0.43%	Increased
203	Adage Capital Partners Boston, Massachusetts	$15.3M	+$3.85M	1	0.03%	Increased
204	Walleye Capital New York	$15.3M	-$12.5M	6	0.03%	Reduced
205	Amundi Paris, France	$15.2M	-$57.8M	3	0.01%	Reduced
206	HRT Financial New York	$15.1M	+$7.6M	2	0.08%	Increased
207	Nomura Holdings Tokyo, Japan	$15M	+$1.97M	5	0.03%	Increased
208	GJL Gendell Jeffrey L	$14.8M	+$9.59M	1	0.52%	Increased
209	HSBC Holdings London, United Kingdom	$14.6M	+$10.2M	8	0.01%	Increased
210	SIC Schwartz Investment Counsel Plymouth, Michigan	$14.5M	+$14.2M	1	0.54%	New
211	State of New Jersey Common Pension Fund D Trenton, New Jersey	$14.4M	-$5.87M	5	0.06%	Reduced
212	Capital Fund Management (CFM) Paris, France	$14M	+$6.47M	4	0.04%	Increased
213	Glenmede Trust Philadelphia, Pennsylvania	$14M	+$12.1M	5	0.07%	Increased
214	VCM Valiant Capital Management San Francisco, California	$14M	-$5.79M	1	0.74%	Reduced
215	Canada Life Winnipeg, Manitoba, Canada	$13.9M	+$2.18M	5	0.03%	Increased
216	Amalgamated Bank New York	$13.8M	-$1.89M	9	0.12%	Reduced
217	Natixis Advisors Boston, Massachusetts	$13.6M	+$894K	6	0.03%	Increased
218	STRS Ohio Columbus, Ohio	$13.6M	-$1.97M	5	0.05%	Reduced
219	PCM Portolan Capital Management Boston, Massachusetts	$13.5M	-$828K	2	1.11%	Reduced
220	Fort Washington Investment Advisors Cincinnati, Ohio	$13.5M	+$1.59M	1	0.09%	Increased
221	Stifel Financial St. Louis, Missouri	$13.4M	-$1.21M	8	0.02%	Reduced
222	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$13.4M	+$1.8M	5	0.05%	Increased
223	DP DDD Partners Bellevue, Washington	$13.4M	+$351K	2	1.55%	Increased
224	Impax Asset Management Group London, United Kingdom	$13.3M	$0	1	0.05%	Maintained
225	BCC Bridge City Capital Lake Oswego, Oregon	$13.3M	+$621K	2	4.46%	Increased