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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	$14.1M	+$578K	3	0.02%	Increased
102	USAA United Services Automobile Association San Antonio, Texas	$14M	+$8.22M	3	0.05%	Increased
103	LOAMU Lombard Odier Asset Management (USA) New York	$13M	+$2.65M	2	0.89%	Increased
104	SoftBank Group Tokyo, Japan	$12.7M	$0	1	0.1%	Maintained
105	Capital Research Global Investors Los Angeles, California	$12.7M	-$17.4M	1	0%	Reduced
106	Primecap Management Pasadena, California	$12.3M	-$53.4K	1	0.01%	Reduced
107	FA Friess Associates Greenville, Delaware	$12.3M	-$67K	1	0.99%	Reduced
108	Comerica Bank Dallas, Texas	$12.2M	+$5.8M	4	0.05%	Increased
109	D.E. Shaw & Co New York	$12.1M	-$18.1M	5	0.02%	Reduced
110	AllianceBernstein Nashville, Tennessee	$12.1M	-$824K	7	0.01%	Reduced
111	QAM Quentec Asset Management New York	$11.9M	+$10.3M	1	2.17%	New
112	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$11.8M	+$77.6K	6	0.03%	Increased
113	FRM Foundation Resource Management Little Rock, Arkansas	$11.3M	-$79K	1	1.59%	Reduced
114	UBS Group Zurich, Switzerland	$11.3M	+$11.3M	7	0.01%	New
115	BlueCrest Capital Management St Helier, Jersey	$11.1M	+$9.7M	3	0.35%	New
116	Polar Asset Management Partners Toronto, Ontario, Canada	$11M	-$8.04M	1	0.59%	Reduced
117	Loews Corp New York	$10.9M	$0	2	0.07%	Maintained
118	NFA Nationwide Fund Advisors Columbus, Ohio	$10.8M	-$1.48M	8	0.05%	Reduced
119	RB Rodgers Brothers Harmony, Pennsylvania	$10.8M	+$33.1K	1	5.37%	Increased
120	Rothschild & Co Asset Management US Stamford, Connecticut	$10.5M	-$318K	1	0.21%	Reduced
121	Castleark Management Chicago, Illinois	$10.5M	+$9.46M	1	0.27%	New
122	UBS AM Chicago, Illinois	$10.1M	+$1.63M	5	0.01%	Increased
123	ING Group Amsterdam, Netherlands	$10M	+$3.83M	1	0.05%	Increased
124	Fuller & Thaler Asset Management San Mateo, California	$9.99M	+$2.72M	1	0.36%	Increased
125	CCM Coe Capital Management Highland Park, Illinois	$9.98M	+$6.94M	3	3.18%	Increased