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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
126	Thrivent Financial for Lutherans Minneapolis, Minnesota	$9.97M	+$306K	2	0.06%	Increased
127	AQR Capital Management Greenwich, Connecticut	$9.91M	+$1.73M	3	0.03%	Increased
128	SAM Sentinel Asset Management Montpelier, Vermont	$9.87M	-$1.62M	2	0.21%	Reduced
129	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$9.82M	+$1.5M	1	1.21%	Increased
130	GACM Green Arrow Capital Management New York	$9.77M	+$7.08M	1	0.74%	New
131	Group One Trading Chicago, Illinois	$9.71M	-$12.7M	4	0.19%	Reduced
132	STRS Ohio Columbus, Ohio	$9.65M	+$1.07M	3	0.04%	Increased
133	Nomura Holdings Tokyo, Japan	$9.61M	+$2.58M	4	0.06%	Increased
134	Korea Investment Corp Seoul, South Korea	$9.52M	+$8.59M	1	0.1%	New
135	TC TFS Capital West Chester, Pennsylvania	$9.24M	+$6.54M	4	0.42%	Increased
136	Loews Corp New York	$9.21M	$0	2	0.05%	Maintained
137	MFAM Motley Fool Asset Management Alexandria, Virginia	$8.72M	$0	1	2.6%	Maintained
138	BCM BBT Capital Management Fort Worth, Texas	$8.46M	-$3.3M	1	0.43%	Reduced
139	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.45M	-$137K	5	0.06%	Reduced
140	SCA Summit Creek Advisors Minneapolis, Minnesota	$8.08M	-$657K	1	1.44%	Reduced
141	QIM Quantitative Investment Management Charlottesville, Virginia	$8.04M	+$2.15M	3	0.72%	Increased
142	Zacks Investment Management Chicago, Illinois	$8.03M	+$6.84M	2	0.35%	Increased
143	Natixis Paris, France	$7.96M	+$1.45M	1	0.09%	Increased
144	TCM Tieton Capital Management Yakima, Washington	$7.88M	+$2.58M	1	5%	Increased
145	CAM CMT Asset Management Chicago, Illinois	$7.79M	-$2.25M	1	0.4%	Reduced
146	ICOM Investment Counselors of Maryland Baltimore, Maryland	$7.77M	$0	1	0.33%	Maintained
147	Victory Capital Management San Antonio, Texas	$7.7M	+$7.18M	1	0.06%	New
148	PCM Penn Capital Management Philadelphia, Pennsylvania	$7.36M	-$680K	2	0.31%	Reduced
149	PRC Platte River Capital Denver, Colorado	$7.3M	-$1.19M	2	0.9%	Reduced
150	Two Sigma Advisers New York	$7.23M	+$3.11M	2	0.09%	Increased