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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	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$19.1M	-$10M	2	1.33%	Reduced
127	Tocqueville Asset Management New York	$18.9M	+$1.9M	4	0.23%	Increased
128	RI Redwood Investments Boston, Massachusetts	$18.6M	+$8.24M	2	1.84%	Increased
129	Retirement Systems of Alabama Montgomery, Alabama	$17.8M	+$59.1K	1	0.1%	Increased
130	AIC AWM Investment Company New York	$17.6M	+$1.3M	1	3.3%	Increased
131	SAM Skyline Asset Management Chicago, Illinois	$17.6M	-$1.48M	1	1.35%	Reduced
132	TCM Trafelet Capital Management New York	$17M	-$26.5M	1	12%	Reduced
133	Prudential Financial Newark, New Jersey	$16.8M	-$1.36M	5	0.03%	Reduced
134	ACM Argent Capital Management St Louis, Missouri	$16.7M	-$38.4M	3	0.64%	Reduced
135	First Trust Advisors Wheaton, Illinois	$16.4M	+$777K	6	0.05%	Increased
136	FA Friess Associates Greenville, Delaware	$16.3M	-$3.8M	2	1.53%	Reduced
137	UBS Group Zurich, Switzerland	$16.1M	+$4.53M	9	0.01%	Increased
138	ECP Elk Creek Partners Denver, Colorado	$15.9M	-$1.66M	1	0.97%	Reduced
139	Nuveen Charlotte, North Carolina	$15.5M	-$1.16M	3	0.09%	Reduced
140	Masters Capital Management Atlanta, Georgia	$15.3M	-$11.6M	1	0.38%	Reduced
141	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$15M	+$1.8M	8	0.02%	Increased
142	Comerica Bank Dallas, Texas	$15M	+$897K	7	0.11%	Increased
143	CAM Chou Associates Management Toronto, Ontario, Canada	$14.9M	-$5.03M	1	4.95%	Reduced
144	AIG American International Group New York	$14.7M	+$134K	8	0.05%	Increased
145	Legal & General Group London, United Kingdom	$14.6M	+$1.02M	9	0.01%	Increased
146	BA Broadview Advisors Milwaukee, Wisconsin	$14.5M	-$2.24M	1	2%	Reduced
147	AAM Aureus Asset Management Boston, Massachusetts	$14.4M	+$688K	2	2.51%	Increased
148	NC Northpointe Capital Bloomfield Hills, Michigan	$14.2M	+$1.64M	1	1.55%	Increased
149	PEAK6 Group Chicago, Illinois	$14.1M	+$8.45M	5	0.12%	Increased
150	GCM Goldman Capital Management New York	$13.9M	-$5.71M	1	13.35%	Reduced