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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
101	Parametric Portfolio Associates Seattle, Washington	$9.72M	+$8.66M	6	0.03%	New
102	Managed Account Advisors Jersey City, New Jersey	$9.7M	+$9.01M	4	0.01%	New
103	New York State Teachers Retirement System (NYSTRS) Albany, New York	$9.5M	+$8.73M	3	0.03%	New
104	Mackenzie Financial Toronto Ontario, Ontario, Canada	$9.06M	+$7.76M	1	0.04%	New
105	MWR McAdams Wright Ragen Seattle, Washington	$8.98M	+$8.45M	1	0.72%	New
106	Axa Paris, France	$8.93M	+$7.65M	1	0.05%	New
107	Calamos Advisors Naperville, Illinois	$8.8M	+$8.23M	2	0.06%	New
108	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$8.79M	+$7.73M	7	0.02%	New
109	MFAM Motley Fool Asset Management Alexandria, Virginia	$8.22M	+$6.87M	1	2.99%	New
110	Northern Trust Company of Connecticut Stamford, Connecticut	$8.13M	+$7.51M	3	0.06%	New
111	SFM Systematic Financial Management Teaneck, New Jersey	$8.06M	+$7.58M	1	0.07%	New
112	Loews Corp New York	$8.02M	+$6.77M	2	0.05%	New
113	CAM Cortina Asset Management Milwaukee, Wisconsin	$7.83M	+$6.73M	2	0.31%	New
114	BA Broadview Advisors Milwaukee, Wisconsin	$7.67M	+$6.57M	1	1.08%	New
115	PC Pier Capital Stamford, Connecticut	$7.58M	+$6.34M	1	1.16%	New
116	Royal Bank of Canada Toronto, Ontario, Canada	$7.57M	+$6.79M	6	0.01%	New
117	SCA Summit Creek Advisors Minneapolis, Minnesota	$7.54M	+$7.25M	1	1.41%	New
118	Thrivent Financial for Lutherans Minneapolis, Minnesota	$7.52M	+$6.49M	2	0.05%	New
119	BCM BBT Capital Management Fort Worth, Texas	$7.48M	+$7.04M	1	0.4%	New
120	AQR Capital Management Greenwich, Connecticut	$7.47M	+$6.7M	2	0.03%	New
121	Paradigm Capital Management Inc Albany, New York	$7.41M	+$6.2M	1	0.35%	New
122	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.33M	+$6.44M	5	0.06%	New
123	Citigroup New York	$7.08M	+$6.3M	7	0.01%	New
124	WCM Waterstone Capital Management St. Louis Park, Minnesota	$7.07M	+$6.06M	1	0.63%	New
125	PCM Penn Capital Management Philadelphia, Pennsylvania	$7.03M	+$7.09M	1	0.29%	New