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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	BS Bow Street New York	$8.92M	-$1.28M	1	2.98%	Reduced
127	New York State Teachers Retirement System (NYSTRS) Albany, New York	$8.87M	-$6.79K	3	0.02%	Reduced
128	Spot Trading Chicago, Illinois	$8.82M	+$423K	2	0.04%	Increased
129	Palisade Capital Management Fort Lee, New Jersey	$8.78M	+$484K	3	0.21%	Increased
130	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$8.75M	-$1.13M	1	0.98%	Reduced
131	ECM Empire Capital Management Westport, Connecticut	$8.66M	-$17.4M	1	1.55%	Reduced
132	Thrivent Financial for Lutherans Minneapolis, Minnesota	$8.64M	+$110K	3	0.05%	Increased
133	SAM Sentinel Asset Management Montpelier, Vermont	$8.61M	+$25.4K	1	0.17%	Increased
134	Hancock Whitney Gulfport, Mississippi	$8.52M	+$1.92M	1	0.31%	Increased
135	UBS Zurich, Switzerland	$8.51M	-$3.9M	7	0.01%	Reduced
136	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$8.41M	+$1.75M	1	1.07%	Increased
137	Teacher Retirement System of Texas Austin, Texas	$8.41M	+$2.2K	5	0.07%	Increased
138	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$8.33M	-$1.07M	6	0.01%	Reduced
139	KCM Kingdon Capital Management New York	$8.23M	+$5.14M	1	0.32%	Increased
140	SoftBank Group Tokyo, Japan	$7.96M	$0	1	0.03%	Maintained
141	Granahan Investment Management Waltham, Massachusetts	$7.82M	-$1.42M	1	0.23%	Reduced
142	LOAMU Lombard Odier Asset Management (USA) New York	$7.79M	-$5.99M	3	0.41%	Reduced
143	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.7M	+$246K	6	0.05%	Increased
144	Loews Corp New York	$7.7M	$0	2	0.05%	Maintained
145	LOM Loeb Offshore Management New York	$7.69M	-$3.51M	1	1.35%	Reduced
146	CAM Contour Asset Management New York	$7.51M	+$7.55M	1	0.36%	New
147	PWAM Park West Asset Management San Francisco, California	$7.51M	+$2.66M	1	0.98%	Increased
148	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$7.48M	+$254K	1	0.69%	Increased
149	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$7.37M	+$6.98M	1	0.82%	New
150	TCM Tygh Capital Management Portland, Oregon	$7.33M	+$264K	1	1.56%	Increased