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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	BA Broadview Advisors Milwaukee, Wisconsin	$17.2M	+$179K	1	2.29%	Increased
127	Guggenheim Capital Chicago, Illinois	$17.1M	-$1.33M	8	0.05%	Reduced
128	Empyrean Capital Partners Los Angeles, California	$17M	+$11.7M	1	0.64%	Increased
129	FPC Falcon Point Capital San Francisco, California	$16.8M	+$4.26M	1	2.25%	Increased
130	JP Morgan Private Wealth Advisors San Francisco, California	$16.7M	-$279K	4	0.15%	Reduced
131	AAP Ardsley Advisory Partners Stamford, Connecticut	$16.4M	+$14.6M	3	2.72%	Increased
132	Axa Paris, France	$16.2M	+$2.67M	3	0.08%	Increased
133	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$16.1M	+$15.5M	1	0.99%	New
134	KCM Kingdon Capital Management New York	$15.8M	+$1.55M	1	0.76%	Increased
135	Nuveen Charlotte, North Carolina	$15.7M	+$2.38M	3	0.08%	Increased
136	AQR Capital Management Greenwich, Connecticut	$15.7M	-$2.63M	6	0.02%	Reduced
137	GIP Granite Investment Partners El Segundo, California	$15.6M	+$2.15M	2	1.15%	Increased
138	Whale Rock Capital Management Boston, Massachusetts	$15.5M	+$232	1	1.25%	Increased
139	Glenmede Trust Philadelphia, Pennsylvania	$15.4M	+$636K	4	0.08%	Increased
140	NC Northpointe Capital Bloomfield Hills, Michigan	$15.3M	+$3.46M	1	1.53%	Increased
141	Prudential Financial Newark, New Jersey	$15.3M	+$4.38M	6	0.02%	Increased
142	Raymond James & Associates St Petersburg, Florida	$15.3M	+$8.62M	6	0.04%	Increased
143	MPAM Monarch Partners Asset Management Boston, Massachusetts	$15M	-$3.54M	2	1.27%	Reduced
144	William Blair Investment Management Chicago, Illinois	$14.9M	+$1.07K	1	0.06%	Increased
145	Tocqueville Asset Management New York	$14.8M	+$760K	2	0.19%	Increased
146	ECP Elk Creek Partners Denver, Colorado	$14.6M	+$189K	1	0.98%	Increased
147	AIG American International Group New York	$13.6M	-$13.7K	8	0.05%	Reduced
148	Comerica Bank Dallas, Texas	$13.5M	+$646K	6	0.11%	Increased
149	Paradigm Capital Management Inc Albany, New York	$13.4M	+$13.5M	3	1.3%	Increased
150	First Trust Advisors Wheaton, Illinois	$13.2M	+$6.96M	7	0.04%	Increased