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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	Oberweis Asset Management Lisle, Illinois	$19.6M	+$10.5M	2	5.38%	Increased
127	GCP Garelick Capital Partners Boston, Massachusetts	$19.5M	-$30.6M	1	4.21%	Reduced
128	Prudential Financial Newark, New Jersey	$19.1M	+$1.76M	7	0.03%	Increased
129	Barclays London, United Kingdom	$19M	+$7.69M	9	0.02%	Increased
130	Retirement Systems of Alabama Montgomery, Alabama	$18.8M	+$9.94K	1	0.1%	Increased
131	Legal & General Group London, United Kingdom	$18.7M	+$3.42M	9	0.02%	Increased
132	RI Redwood Investments Boston, Massachusetts	$18.5M	-$1.94M	2	1.87%	Reduced
133	PEAK6 Group Chicago, Illinois	$18.1M	+$2.98M	7	0.1%	Increased
134	Polar Asset Management Partners Toronto, Ontario, Canada	$18M	+$4.76M	1	0.43%	Increased
135	ECP Elk Creek Partners Denver, Colorado	$17.7M	+$1.04M	1	1.14%	Increased
136	William Blair Investment Management Chicago, Illinois	$17.6M	+$3.81M	1	0.06%	Increased
137	AIG American International Group New York	$17.6M	+$2.04M	8	0.06%	Increased
138	JP Morgan Private Wealth Advisors San Francisco, California	$17.5M	-$1.11M	2	0.13%	Reduced
139	Credit Suisse Zurich, Switzerland	$17.5M	+$4.02M	9	0.02%	Increased
140	AIC AWM Investment Company New York	$17.5M	+$2.6M	1	3.09%	Increased
141	Comerica Bank Dallas, Texas	$17.3M	-$1.59M	7	0.13%	Reduced
142	TCM Tygh Capital Management Portland, Oregon	$17.2M	+$2.8M	2	3.89%	Increased
143	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$17M	+$1.1M	9	0.02%	Increased
144	AAM Aureus Asset Management Boston, Massachusetts	$16.7M	+$171K	2	2.8%	Increased
145	Jane Street New York	$15.9M	+$14.6M	6	0.06%	Increased
146	DCM Divisar Capital Management San Francisco, California	$15.8M	+$7.82M	1	7.23%	Increased
147	SAM Skyline Asset Management Chicago, Illinois	$15.8M	-$1.65M	1	1.33%	Reduced
148	Masters Capital Management Atlanta, Georgia	$15.5M	+$2.6M	1	0.38%	Increased
149	AQR Capital Management Greenwich, Connecticut	$15.5M	+$2.19M	7	0.02%	Increased
150	First Trust Advisors Wheaton, Illinois	$15.5M	-$1.89M	6	0.04%	Reduced