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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	William Blair & Company Chicago, Illinois	$12.6M	+$156K	3	0.02%	Increased
102	Virtu KCG Holdings New York	$12.6M	+$10.1M	5	0.24%	Increased
103	FRM Foundation Resource Management Little Rock, Arkansas	$12.3M	-$44.8K	1	1.6%	Reduced
104	Capital Fund Management (CFM) Paris, France	$12M	+$9.82M	1	0.13%	Increased
105	Principal Financial Group Des Moines, Iowa	$11.9M	+$105K	4	0.02%	Increased
106	Kennedy Capital Management St Louis, Missouri	$11.9M	-$4.05M	2	0.23%	Reduced
107	Lazard Asset Management New York	$11.5M	+$1.7M	2	0.02%	Increased
108	Guggenheim Capital Chicago, Illinois	$11.5M	+$3.42M	6	0.03%	Increased
109	AP Alydar Partners Boston, Massachusetts	$11.4M	-$7.47M	1	1.24%	Reduced
110	ZDA Zweig-DiMenna Associates New York	$11.3M	+$10.7M	1	0.49%	New
111	JCP Jabre Capital Partners Geneva, Switzerland	$11.2M	+$4.39M	1	0.96%	Increased
112	UBS Zurich, Switzerland	$11.1M	+$3.34M	7	0.01%	Increased
113	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$10.9M	+$5.53M	2	1.3%	Increased
114	AllianceBernstein Nashville, Tennessee	$10.9M	-$514K	7	0.01%	Reduced
115	NFA Nationwide Fund Advisors Columbus, Ohio	$10.8M	-$535K	8	0.05%	Reduced
116	Primecap Management Pasadena, California	$10.6M	$0	1	0.01%	Maintained
117	SCA Summit Creek Advisors Minneapolis, Minnesota	$10.4M	-$34.4K	1	1.78%	Reduced
118	Rothschild & Co Asset Management US Stamford, Connecticut	$10.2M	-$434K	1	0.22%	Reduced
119	ARTA A.R.T. Advisors New York	$10.2M	-$5.43M	4	0.47%	Reduced
120	BA Broadview Advisors Milwaukee, Wisconsin	$10M	+$52.9K	1	1.1%	Increased
121	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$9.86M	+$48.6K	6	0.02%	Increased
122	GMCM Gruber & McBaine Capital Management San Francisco, California	$9.72M	+$1.97M	4	2.74%	Increased
123	AIG American International Group New York	$9.56M	-$40.5K	7	0.04%	Reduced
124	Commerzbank Aktiengesellschaft Frankfurt, Germany	$9.53M	+$8.78M	2	0.04%	Increased
125	Thrivent Financial for Lutherans Minneapolis, Minnesota	$9.38M	+$2.74M	5	0.05%	Increased