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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
76	Barclays London, United Kingdom	$24.4M	-$4.94M	7	0.03%	Reduced
77	AAM AO Asset Management New York	$24.3M	+$6.31M	2	5.29%	Increased
78	BlackRock Group London, United Kingdom	$24.3M	-$899K	7	0.01%	Reduced
79	Parametric Portfolio Associates Seattle, Washington	$24M	+$3.66M	6	0.05%	Increased
80	Kennedy Capital Management St Louis, Missouri	$23.2M	+$3.67M	3	0.41%	Increased
81	OppenheimerFunds New York	$23M	+$11.9M	2	0.03%	Increased
82	Morgan Stanley New York	$22.9M	-$23.2M	8	0.01%	Reduced
83	USAA United Services Automobile Association San Antonio, Texas	$22.4M	+$8M	3	0.08%	Increased
84	PCM Penn Capital Management Philadelphia, Pennsylvania	$22.4M	-$13.8M	2	0.88%	Reduced
85	Charles Schwab San Francisco, California	$22.2M	+$1.68M	6	0.03%	Increased
86	Eaton Vance Management Boston, Massachusetts	$21.8M	+$18.5M	3	0.07%	Increased
87	Lazard Asset Management New York	$21.7M	+$375K	1	0.05%	Increased
88	State of New Jersey Common Pension Fund D Trenton, New Jersey	$21M	$0	4	0.08%	Maintained
89	MFAM Motley Fool Asset Management Alexandria, Virginia	$20.5M	$0	1	3.6%	Maintained
90	CAM Cortina Asset Management Milwaukee, Wisconsin	$19.9M	+$17.1M	2	0.86%	Increased
91	CCM Century Capital Management Boston, Massachusetts	$19.8M	+$17.7M	1	1.13%	New
92	Peconic Partners New York	$19.6M	+$16.7M	1	3.05%	New
93	D.E. Shaw & Co New York	$19.4M	+$6.29M	5	0.03%	Increased
94	Artisan Partners Milwaukee, Wisconsin	$18.8M	-$19.6M	1	0.03%	Reduced
95	Principal Financial Group Des Moines, Iowa	$18.8M	+$639K	4	0.03%	Increased
96	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$18.6M	-$659K	1	1.06%	Reduced
97	BCM BBT Capital Management Fort Worth, Texas	$18.5M	+$4.4M	1	1.89%	Increased
98	Citigroup New York	$18M	-$15.1M	8	0.02%	Reduced
99	SoftBank Group Tokyo, Japan	$17M	$0	1	0.11%	Maintained
100	Calamos Advisors Naperville, Illinois	$16.7M	$0	1	0.1%	Maintained