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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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$10.4M	-$245K	3	0.03%	Reduced
127	KLWA Kelly Lawrence W & Associates Pasadens, California	$10.1M	+$10.1M	2	2.26%	New
128	Royal Bank of Canada Toronto, Ontario, Canada	$9.98M	-$33.9M	6	0.01%	Reduced
129	Teacher Retirement System of Texas Austin, Texas	$9.82M	-$20.7M	5	0.09%	Reduced
130	Victory Capital Management San Antonio, Texas	$9.71M	+$1.93M	1	0.07%	Increased
131	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$9.65M	+$5.61M	2	2.54%	Increased
132	MFAM Motley Fool Asset Management Alexandria, Virginia	$9.49M	+$1.99M	1	2.39%	Increased
133	ARTA A.R.T. Advisors New York	$9.41M	-$2.33M	4	0.5%	Reduced
134	Allianz Asset Management Munich, Germany	$9.25M	-$9.85M	1	0.01%	Reduced
135	AQR Capital Management Greenwich, Connecticut	$9.25M	-$524K	3	0.03%	Reduced
136	SAM Sentinel Asset Management Montpelier, Vermont	$9.12M	-$112K	1	0.18%	Reduced
137	GP Grow Partners San Diego, California	$8.98M	+$7.66M	1	5.47%	New
138	BCM BBT Capital Management Fort Worth, Texas	$8.92M	-$1.5M	1	0.41%	Reduced
139	MCM McKinley Capital Management Anchorage, Alaska	$8.78M	+$8.74M	1	0.34%	New
140	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$8.7M	+$8.06M	1	0.73%	New
141	Needham Investment Management New York	$8.68M	+$2.21M	2	1.8%	Increased
142	Hudson Bay Capital Management Stamford, Connecticut	$8.46M	+$111K	2	0.34%	Increased
143	SoftBank Group Tokyo, Japan	$8.46M	+$8.59M	1	0.02%	New
144	Loews Corp New York	$8.33M	$0	2	0.04%	Maintained
145	Polar Asset Management Partners Toronto, Ontario, Canada	$8.22M	+$2.39M	1	0.35%	Increased
146	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.13M	+$5.33K	4	0.06%	Increased
147	Ariel Investments Chicago, Illinois	$8.12M	+$6.1M	1	0.1%	Increased
148	HCMT Highland Capital Management (Texas) Dallas, Texas	$8.07M	-$1.56M	1	0.44%	Reduced
149	BS Bow Street New York	$8.04M	+$7.45M	1	3.74%	New
150	Thrivent Financial for Lutherans Minneapolis, Minnesota	$8.02M	-$1.51M	2	0.05%	Reduced