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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	VAM Visium Asset Management New York	$9.37M	+$2.68M	2	0.14%	Increased
127	RB Rodgers Brothers Harmony, Pennsylvania	$9.25M	+$135K	1	4.83%	Increased
128	SoftBank Group Tokyo, Japan	$9.23M	$0	1	0.05%	Maintained
129	State of New Jersey Common Pension Fund D Trenton, New Jersey	$9.18M	+$1.13M	3	0.04%	Increased
130	EGM Espalier Global Management New York	$9.17M	+$8.64M	2	0.49%	New
131	FA Friess Associates Greenville, Delaware	$8.96M	-$12M	1	0.76%	Reduced
132	Cullen/Frost Bankers San Antonio, Texas	$8.95M	+$2.5M	2	0.36%	Increased
133	UBS O'Connor Chicago, Illinois	$8.73M	+$8.02M	1	0.15%	New
134	Loews Corp New York	$8.47M	+$980K	2	0.06%	Increased
135	RhumbLine Advisers Boston, Massachusetts	$8.41M	-$110K	6	0.03%	Reduced
136	LOAMU Lombard Odier Asset Management (USA) New York	$8.27M	+$462K	3	0.57%	Increased
137	ACI AMP Capital Investors Sydney, Australia	$8.27M	+$360K	1	0.05%	Increased
138	CPIM Columbia Partners Investment Management Alexandria, Virginia	$8.04M	+$505K	1	0.41%	Increased
139	Two Sigma Investments New York	$8.04M	+$6.12M	3	0.04%	Increased
140	Aperio Group Sausalito, California	$7.87M	+$902K	3	0.11%	Increased
141	Tocqueville Asset Management New York	$7.79M	+$4.83K	1	0.09%	Increased
142	SCM SG Capital Management Chicago, Illinois	$7.68M	+$7.05M	1	2.5%	New
143	Sit Investment Associates Minneapolis, Minnesota	$7.65M	-$4.47M	1	0.13%	Reduced
144	LOM Loeb Offshore Management New York	$7.63M	-$926K	1	1.12%	Reduced
145	Soros Fund Management New York	$7.47M	-$2.83M	1	0.06%	Reduced
146	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$7.4M	+$585K	1	1.01%	Increased
147	New York State Teachers Retirement System (NYSTRS) Albany, New York	$7.33M	-$16.8K	3	0.02%	Reduced
148	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$7.23M	+$166K	6	0.01%	Increased
149	Needham Investment Management New York	$7.16M	+$1.51M	2	1.58%	Increased
150	Eagle Asset Management St Petersburg, Florida	$7.05M	+$7.18M	1	0.04%	New