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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	Swiss National Bank Zurich, Switzerland	$16.6M	-$96.6K	7	0.03%	Reduced
127	MPAM Monarch Partners Asset Management Boston, Massachusetts	$16.6M	+$1.8M	2	1.56%	Increased
128	Credit Suisse Zurich, Switzerland	$16.5M	-$1.04M	9	0.02%	Reduced
129	AAM AO Asset Management New York	$16.4M	-$14.6M	1	4.47%	Reduced
130	Retirement Systems of Alabama Montgomery, Alabama	$16.3M	+$12.1M	1	0.1%	Increased
131	New York State Teachers Retirement System (NYSTRS) Albany, New York	$16.3M	+$89.9K	4	0.04%	Increased
132	Macquarie Group Sydney, NSW 2000, Australia	$16.2M	-$334K	2	0.03%	Reduced
133	KCM Kingdon Capital Management New York	$15.4M	+$4.74M	1	0.71%	Increased
134	ECP Elk Creek Partners Denver, Colorado	$15.3M	+$3.49M	1	1.01%	Increased
135	USAA United Services Automobile Association San Antonio, Texas	$15.2M	-$1.79M	4	0.05%	Reduced
136	BA Broadview Advisors Milwaukee, Wisconsin	$15.2M	+$145K	1	2.15%	Increased
137	HSA Hussman Strategic Advisors Ellicott City, Maryland	$15.1M	+$1.69M	2	2.5%	Increased
138	MPA Marvin & Palmer Associates Wilmington, Delaware	$14.9M	+$5.27M	2	11.68%	Increased
139	SCA Summit Creek Advisors Minneapolis, Minnesota	$14.8M	-$179K	1	2.42%	Reduced
140	Whale Rock Capital Management Boston, Massachusetts	$14.6M	+$10.2M	1	0.94%	New
141	RAM RWC Asset Management London, United Kingdom	$14.5M	+$6.48M	1	0.89%	Increased
142	JP Morgan Private Wealth Advisors San Francisco, California	$14.3M	+$28.5K	4	0.13%	Increased
143	Axa Paris, France	$14.3M	-$1.08M	5	0.06%	Reduced
144	AC Ascend Capital Orinda, California	$13.9M	+$3.35M	1	0.85%	Increased
145	OppenheimerFunds New York	$13.5M	-$170K	5	0.02%	Reduced
146	Fidelity International Hamilton, Bermuda	$12.8M	+$1.07M	1	0.04%	Increased
147	Blackstone Inc New York	$12.8M	-$6.98M	1	0.07%	Reduced
148	Calamos Advisors Naperville, Illinois	$12.7M	-$239K	1	0.09%	Reduced
149	William Blair Investment Management Chicago, Illinois	$12.7M	+$1.37M	1	0.05%	Increased
150	MTIP Magee Thomson Investment Partners San Diego, California	$12.7M	+$2.36M	1	4.2%	Increased