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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	Stifel Financial St. Louis, Missouri	$19M	+$2.85M	7	0.02%	Increased
202	Assenagon Asset Management Senningerberg, Luxembourg	$18.9M	+$3.82M	3	0.03%	Increased
203	Becker Capital Management Portland, Oregon	$18.4M	-$8.25M	1	0.6%	Reduced
204	Amundi Paris, France	$18.3M	+$1.51M	4	0.01%	Increased
205	Channing Capital Management Chicago, Illinois	$18.3M	-$1.43M	1	0.47%	Reduced
206	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$18.1M	-$19.7M	2	0.04%	Reduced
207	CS Central Securities New York	$17.8M	-$14.9M	1	1.73%	Reduced
208	KLCMU Kite Lake Capital Management (UK) London, United Kingdom	$17.5M	+$15.9M	1	2.67%	New
209	SST S Squared Technology New York	$17.3M	-$3.98M	2	7.39%	Reduced
210	Castleark Management Chicago, Illinois	$17.2M	+$4.07M	3	0.7%	Increased
211	Canada Life Winnipeg, Manitoba, Canada	$17.2M	+$926K	5	0.03%	Increased
212	Paradigm Capital Management Inc Albany, New York	$16.7M	-$30.4M	2	0.74%	Reduced
213	TD Asset Management Toronto, Ontario, Canada	$16.6M	+$613K	2	0.01%	Increased
214	DP DDD Partners Bellevue, Washington	$16.6M	-$384K	1	1.8%	Reduced
215	GF Goodman Financial Houston, Texas	$16.5M	+$182K	1	3.68%	Increased
216	Holocene Advisors New York	$16.4M	-$5.97M	2	0.07%	Reduced
217	PAM PSquared Asset Management Zurich, Switzerland	$16.3M	+$14.9M	1	3.92%	New
218	Great Lakes Advisors Chicago, Illinois	$16.2M	+$13.6M	1	0.14%	New
219	STRS Ohio Columbus, Ohio	$16.1M	-$29.7K	5	0.06%	Reduced
220	LPL Financial San Diego, California	$16.1M	+$1.85M	8	0.01%	Increased
221	CI Investments Inc Toronto, Ontario, Canada	$16.1M	-$2.65M	4	0.06%	Reduced
222	Amalgamated Bank New York	$16M	-$436K	9	0.13%	Reduced
223	SCM SG Capital Management Chicago, Illinois	$15.7M	+$13.4M	1	1.97%	New
224	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$14.7M	+$12.6M	1	2.49%	New
225	Gotham Asset Management New York	$14.7M	+$3.67M	4	0.15%	Increased