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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	NFA Nationwide Fund Advisors Columbus, Ohio	$13.3M	-$34.4K	8	0.05%	Reduced
102	BA Broadview Advisors Milwaukee, Wisconsin	$13M	+$207K	1	1.26%	Increased
103	AllianceBernstein Nashville, Tennessee	$12.7M	-$118K	7	0.01%	Reduced
104	Polar Asset Management Partners Toronto, Ontario, Canada	$12.5M	+$2.54M	1	0.66%	Increased
105	Rothschild & Co Asset Management US Stamford, Connecticut	$11.7M	-$123K	1	0.24%	Reduced
106	Bank of Nova Scotia Toronto, Ontario, Canada	$11.6M	+$10.4M	1	0.05%	Increased
107	AAP Ardsley Advisory Partners Stamford, Connecticut	$11.5M	+$1.22M	4	1.47%	Increased
108	JCP Jabre Capital Partners Geneva, Switzerland	$11.5M	+$2.34M	1	0.81%	Increased
109	AIG American International Group New York	$11.3M	-$119K	7	0.05%	Reduced
110	GP Grow Partners San Diego, California	$11.3M	-$592K	1	8.22%	Reduced
111	RB Rodgers Brothers Harmony, Pennsylvania	$11.2M	-$62.1K	1	5.55%	Reduced
112	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$11.1M	+$318K	6	0.03%	Increased
113	FRM Foundation Resource Management Little Rock, Arkansas	$11M	-$84.5K	1	1.34%	Reduced
114	CPIM Columbia Partners Investment Management Alexandria, Virginia	$11M	+$174K	1	0.51%	Increased
115	Guggenheim Capital Chicago, Illinois	$10.8M	-$1.22M	5	0.03%	Reduced
116	SCA Summit Creek Advisors Minneapolis, Minnesota	$10.7M	+$635K	1	1.79%	Increased
117	WSA Wall Street Associates Lajolla, California	$10.7M	-$171K	2	0.92%	Reduced
118	GMCM Gruber & McBaine Capital Management San Francisco, California	$10.4M	+$5.98M	5	2.78%	Increased
119	Lazard Asset Management New York	$10.1M	+$2.25M	3	0.02%	Increased
120	Polar Capital London, United Kingdom	$10.1M	+$2.01M	1	0.21%	Increased
121	RhumbLine Advisers Boston, Massachusetts	$9.68M	-$828K	6	0.03%	Reduced
122	State of New Jersey Common Pension Fund D Trenton, New Jersey	$9.66M	+$9.33M	2	0.04%	New
123	Jefferies Group New York	$9.56M	+$3.14M	3	0.08%	Increased
124	Soros Fund Management New York	$9.26M	-$43.5M	3	0.07%	Reduced
125	UBS AM Chicago, Illinois	$9.14M	-$6.72M	4	0.01%	Reduced