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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	Capital Research Global Investors Los Angeles, California	$14.6M	-$831K	1	0%	Reduced
127	Guggenheim Capital Chicago, Illinois	$14.3M	+$9.95M	6	0.04%	Increased
128	Loomis, Sayles & Company Boston, Massachusetts	$14.2M	-$1.11M	2	0.04%	Reduced
129	EI EAM Investors Solana Beach, California	$14M	+$2.57M	3	1.64%	Increased
130	LOAMU Lombard Odier Asset Management (USA) New York	$13.9M	-$2.99M	2	0.99%	Reduced
131	Artisan Partners Milwaukee, Wisconsin	$13.8M	-$2.69M	1	0.03%	Reduced
132	AIC AWM Investment Company New York	$13.4M	+$1.2M	1	1.9%	Increased
133	RhumbLine Advisers Boston, Massachusetts	$12.7M	+$734K	8	0.04%	Increased
134	UBS AM Chicago, Illinois	$12.7M	+$459K	5	0.01%	Increased
135	ARTA A.R.T. Advisors New York	$12.6M	-$4.17M	6	0.42%	Reduced
136	WSA Wall Street Associates Lajolla, California	$12.4M	+$3.35M	3	1.17%	Increased
137	AAP Ardsley Advisory Partners Stamford, Connecticut	$12.1M	+$246K	1	1.51%	Increased
138	KG Killen Group Berwyn, Pennsylvania	$11.9M	+$4.32M	2	0.9%	Increased
139	GAI General American Investors New York	$11.7M	-$1.6M	1	0.97%	Reduced
140	CCM Cupps Capital Management Chicago, Illinois	$11.3M	+$10.9M	1	1.08%	New
141	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$11.2M	+$10.8M	1	0.12%	New
142	ZDA Zweig-DiMenna Associates New York	$11.1M	+$11.8M	1	0.61%	New
143	AIG American International Group New York	$11.1M	+$549K	8	0.04%	Increased
144	Macquarie Group Sydney, NSW 2000, Australia	$11M	+$7.61M	2	0.02%	Increased
145	MC Maplelane Capital New York	$10.9M	+$2.01M	2	0.38%	Increased
146	Thrivent Financial for Lutherans Minneapolis, Minnesota	$10.9M	+$284K	5	0.06%	Increased
147	TCM Trafelet Capital Management New York	$10.8M	+$9.9M	1	6.22%	New
148	GPCM Greenbrier Partners Capital Management Dallas, Texas	$10.5M	+$511K	1	2.59%	Increased
149	Great Lakes Advisors Chicago, Illinois	$10.5M	+$3.67M	2	0.32%	Increased
150	JGC J. Goldman & Co New York	$9.94M	+$10.5M	1	0.6%	New