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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	Jefferies Group New York	$14.4M	+$12.8M	2	0.09%	Increased
102	New York State Common Retirement Fund Albany, New York	$14.4M	+$735K	3	0.02%	Increased
103	Northern Trust Company of Connecticut Stamford, Connecticut	$14.4M	-$353K	3	0.09%	Reduced
104	Dorsal Capital Management Redwood City, California	$13.8M	-$5.36M	1	2.38%	Reduced
105	Retirement Systems of Alabama Montgomery, Alabama	$13.6M	$0	2	0.08%	Maintained
106	UBS Zurich, Switzerland	$13.5M	-$6.72M	7	0.01%	Reduced
107	Nomura Holdings Tokyo, Japan	$13.4M	+$1.56M	2	0.06%	Increased
108	MCG Meru Capital Group New York	$13.4M	+$9.01M	1	2.86%	Increased
109	RB Rodgers Brothers Harmony, Pennsylvania	$13.3M	-$122K	1	6.6%	Reduced
110	Guggenheim Capital Chicago, Illinois	$13.2M	-$8.64M	5	0.04%	Reduced
111	Masters Capital Management Atlanta, Georgia	$13.1M	-$66.7K	1	0.55%	Reduced
112	AIG American International Group New York	$12.7M	-$2.14M	8	0.06%	Reduced
113	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$12.4M	-$8.34M	2	0.06%	Reduced
114	Emerald Advisers Leola, Pennsylvania	$12.4M	-$4.54M	3	0.67%	Reduced
115	FRM Foundation Resource Management Little Rock, Arkansas	$12.3M	-$495K	1	1.55%	Reduced
116	RhumbLine Advisers Boston, Massachusetts	$12.2M	-$476K	6	0.04%	Reduced
117	RIM Rainier Investment Management Seattle, Washington	$12.1M	+$12M	1	0.13%	New
118	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$11.9M	+$2.41M	1	1.28%	Increased
119	UBS AM Chicago, Illinois	$11.9M	-$940K	4	0.01%	Reduced
120	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$11.7M	+$169K	7	0.03%	Increased
121	Virtu KCG Holdings New York	$11.6M	-$12.9M	3	0.13%	Reduced
122	PCM Penn Capital Management Philadelphia, Pennsylvania	$11.5M	+$4.4M	2	0.42%	Increased
123	CCM Cadence Capital Management Boston, Massachusetts	$11M	-$5.79M	2	0.42%	Reduced
124	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$10.6M	+$672K	6	0.02%	Increased
125	Axa Paris, France	$10.5M	-$493K	1	0.05%	Reduced