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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	Eagle Asset Management St Petersburg, Florida	$9.98M	-$101K	1	0.06%	Reduced
127	American Century Companies Kansas City, Missouri	$9.9M	-$30.9M	4	0.01%	Reduced
128	GMCM Gruber & McBaine Capital Management San Francisco, California	$9.45M	+$706K	4	2.61%	Increased
129	RhumbLine Advisers Boston, Massachusetts	$9.3M	-$279K	7	0.03%	Reduced
130	ARTA A.R.T. Advisors New York	$8.99M	-$986K	4	0.34%	Reduced
131	New York State Teachers Retirement System (NYSTRS) Albany, New York	$8.74M	+$463K	3	0.02%	Increased
132	Nomura Holdings Tokyo, Japan	$8.67M	-$9.83M	3	0.02%	Reduced
133	Sit Investment Associates Minneapolis, Minnesota	$8.64M	-$212K	1	0.14%	Reduced
134	AIG American International Group New York	$8.49M	-$2.28M	8	0.04%	Reduced
135	OppenheimerFunds New York	$8.47M	+$6.06M	2	0.01%	Increased
136	Thrivent Financial for Lutherans Minneapolis, Minnesota	$8.45M	-$1.54M	5	0.05%	Reduced
137	Virtu KCG Holdings New York	$8.31M	-$3.76M	3	0.14%	Reduced
138	GP Grow Partners San Diego, California	$8.15M	+$5.23M	2	7.46%	Increased
139	DP DW Partners New York	$7.98M	+$8.08M	1	2.06%	New
140	Allianz Asset Management Munich, Germany	$7.89M	+$5.16M	3	0.01%	Increased
141	First Trust Advisors Wheaton, Illinois	$7.86M	+$1.05M	4	0.03%	Increased
142	Commerzbank Aktiengesellschaft Frankfurt, Germany	$7.85M	-$1.1M	2	0.05%	Reduced
143	ACI AMP Capital Investors Sydney, Australia	$7.69M	$0	1	0.05%	Maintained
144	AIC AWM Investment Company New York	$7.54M	+$7.14M	1	1.03%	New
145	Aperio Group Sausalito, California	$7.45M	+$50.4K	3	0.09%	Increased
146	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$7.4M	+$849K	1	0.13%	Increased
147	Granahan Investment Management Waltham, Massachusetts	$7.34M	-$32.5K	1	0.21%	Reduced
148	Spot Trading Chicago, Illinois	$7.28M	+$1.86M	2	0.05%	Increased
149	Two Sigma Investments New York	$7.28M	-$2.08M	5	0.04%	Reduced
150	NCM Newland Capital Management New York	$7.08M	+$4.01M	1	3.97%	Increased