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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	BCM BBT Capital Management Fort Worth, Texas	$15.5M	+$7.62M	1	0.7%	Increased
102	Prudential Financial Newark, New Jersey	$15.3M	+$9.41M	4	0.03%	Increased
103	WCMNY Westchester Capital Management (New York) Valhalla, New York	$14.8M	+$15.1M	1	0.19%	New
104	Primecap Management Pasadena, California	$14.6M	-$118K	1	0.02%	Reduced
105	MFAM Motley Fool Asset Management Alexandria, Virginia	$14.4M	+$5.74M	2	3.32%	Increased
106	Nomura Holdings Tokyo, Japan	$14M	+$1.85M	4	0%	Increased
107	NFA Nationwide Fund Advisors Columbus, Ohio	$14M	-$196K	8	0.06%	Reduced
108	LOAMU Lombard Odier Asset Management (USA) New York	$13.9M	+$10.6M	3	0.54%	Increased
109	New York State Common Retirement Fund Albany, New York	$13.7M	+$464K	3	0.02%	Increased
110	Dorsal Capital Management Redwood City, California	$13.6M	+$588K	1	2.44%	Increased
111	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$13.4M	$0	1	1.49%	Maintained
112	BA Broadview Advisors Milwaukee, Wisconsin	$13.4M	+$8.43M	1	1.34%	Increased
113	AllianceBernstein Nashville, Tennessee	$13.3M	-$108M	7	0.01%	Reduced
114	Masters Capital Management Atlanta, Georgia	$13.2M	-$1.39M	1	0.44%	Reduced
115	Hudson Bay Capital Management Stamford, Connecticut	$13.1M	+$6M	2	0.35%	Increased
116	Retirement Systems of Alabama Montgomery, Alabama	$12.9M	+$65.1K	2	0.07%	Increased
117	Rothschild & Co Asset Management US Stamford, Connecticut	$12.8M	-$647K	1	0.28%	Reduced
118	GP Grow Partners San Diego, California	$12.7M	-$1.53M	1	8.39%	Reduced
119	Guggenheim Capital Chicago, Illinois	$12.7M	-$927K	6	0.04%	Reduced
120	UBS Zurich, Switzerland	$12.7M	+$238K	7	0.01%	Increased
121	GIPM G2 Investment Partners Management New York	$12.2M	+$7.06M	2	4.53%	Increased
122	AIG American International Group New York	$12M	+$178K	8	0.06%	Increased
123	RB Rodgers Brothers Harmony, Pennsylvania	$12M	+$357K	1	5.8%	Increased
124	HCMT Highland Capital Management (Texas) Dallas, Texas	$11.8M	+$4.31M	1	0.47%	Increased
125	Balyasny Asset Management Chicago, Illinois	$11.7M	+$12M	1	0.13%	New