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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	OppenheimerFunds New York	$13.1M	+$15.8K	5	0.02%	Increased
127	PCM Portolan Capital Management Boston, Massachusetts	$13M	+$739K	3	1.87%	Increased
128	PCM Penn Capital Management Philadelphia, Pennsylvania	$12.9M	-$997K	1	0.74%	Reduced
129	BA Broadview Advisors Milwaukee, Wisconsin	$12.9M	-$1.29M	1	1.93%	Reduced
130	Allianz Asset Management Munich, Germany	$12.8M	+$4.86M	5	0.01%	Increased
131	Calamos Advisors Naperville, Illinois	$12.8M	-$144K	2	0.09%	Reduced
132	Jefferies Group New York	$12.7M	-$1.14M	4	0.06%	Reduced
133	Tocqueville Asset Management New York	$12.4M	+$6M	1	0.15%	Increased
134	New York State Teachers Retirement System (NYSTRS) Albany, New York	$12.4M	-$210K	4	0.03%	Reduced
135	USAA United Services Automobile Association San Antonio, Texas	$12M	+$4.02M	4	0.04%	Increased
136	SCA Summit Creek Advisors Minneapolis, Minnesota	$11.7M	-$897K	1	1.98%	Reduced
137	Barclays London, United Kingdom	$11.5M	-$6.98M	7	0.02%	Reduced
138	Fidelity International Hamilton, Bermuda	$11.4M	+$720K	1	0.04%	Increased
139	JP Morgan Private Wealth Advisors San Francisco, California	$11.2M	+$716K	4	0.11%	Increased
140	William Blair Investment Management Chicago, Illinois	$11M	+$1.49M	1	0.04%	Increased
141	Axa Paris, France	$10.8M	-$2.06M	5	0.05%	Reduced
142	AQR Arbitrage Greenwich, Connecticut	$10.4M	$0	1	0.11%	Maintained
143	AC Ascend Capital Orinda, California	$10.4M	+$10.3M	1	0.68%	New
144	HSA Hussman Strategic Advisors Ellicott City, Maryland	$10.3M	-$162K	1	1.58%	Reduced
145	Schonfeld Strategic Advisors New York	$10.3M	+$10.3M	3	2.31%	New
146	Masters Capital Management Atlanta, Georgia	$10.2M	-$12.8M	1	0.3%	Reduced
147	GGHC Gilder Gagnon Howe & Co New York	$10.2M	-$1.02M	3	0.2%	Reduced
148	AIG American International Group New York	$10.1M	+$781K	8	0.04%	Increased
149	TCM Trafelet Capital Management New York	$9.79M	+$350K	1	9.59%	Increased
150	Primecap Management Pasadena, California	$9.75M	-$10.9K	1	0.01%	Reduced