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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	OppenheimerFunds New York	$19.1M	-$4.15M	2	0.02%	Reduced
102	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$18.9M	+$4.24M	2	0.06%	Increased
103	GMCM Gruber & McBaine Capital Management San Francisco, California	$18.8M	+$2.19M	5	5.09%	Increased
104	Braun Stacey Associates New York	$18.4M	+$17.7M	1	0.78%	New
105	Masters Capital Management Atlanta, Georgia	$18.3M	$0	1	0.6%	Maintained
106	BlackRock Group London, United Kingdom	$18.2M	-$4.91M	7	0.01%	Reduced
107	SoftBank Group Tokyo, Japan	$18.1M	$0	1	0.13%	Maintained
108	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$18M	+$1.27M	1	1.05%	Increased
109	NC Nokomis Capital Dallas, Texas	$17.8M	+$14.8M	1	4.91%	New
110	USAA United Services Automobile Association San Antonio, Texas	$17.7M	-$6.54M	3	0.06%	Reduced
111	Loews Corp New York	$17.2M	$0	2	0.13%	Maintained
112	Jane Street New York	$16.9M	+$15.3M	2	0.11%	Increased
113	SCA Summit Creek Advisors Minneapolis, Minnesota	$16.9M	+$330K	1	2.41%	Increased
114	PCM Penn Capital Management Philadelphia, Pennsylvania	$16.8M	-$6.75M	1	0.69%	Reduced
115	Jacobs Levy Equity Management Florham Park, New Jersey	$16.6M	+$346K	3	0.32%	Increased
116	NFA Nationwide Fund Advisors Columbus, Ohio	$16.3M	+$1.72M	8	0.07%	Increased
117	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$16M	+$1.84M	7	0.04%	Increased
118	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$15.2M	+$12.1M	4	1.14%	Increased
119	Comerica Bank Dallas, Texas	$15.2M	+$9.06M	4	0.07%	Increased
120	Calamos Advisors Naperville, Illinois	$15.1M	$0	1	0.09%	Maintained
121	Granahan Investment Management Waltham, Massachusetts	$15M	+$2.82M	2	0.43%	Increased
122	RB Rodgers Brothers Harmony, Pennsylvania	$14.9M	-$89.4K	1	7.07%	Reduced
123	Primecap Management Pasadena, California	$14.9M	-$50.2K	1	0.01%	Reduced
124	BA Broadview Advisors Milwaukee, Wisconsin	$14.9M	-$2.14M	1	1.57%	Reduced
125	AllianceBernstein Nashville, Tennessee	$14.6M	+$446K	6	0.01%	Increased