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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
151	Fuller & Thaler Asset Management San Mateo, California	$4.86M	+$4.17M	1	0.34%	New
152	Scout Investments Kansas City, Missouri	$4.86M	+$4.65M	2	0.06%	New
153	TPSF Texas Permanent School Fund Austin, Texas	$4.83M	+$4.36M	3	0.05%	New
154	TCM Tieton Capital Management Yakima, Washington	$4.83M	+$4.34M	1	3.25%	New
155	SST S Squared Technology New York	$4.82M	+$3.63M	2	2.4%	New
156	UBS O'Connor Chicago, Illinois	$4.79M	+$4.51M	1	0.09%	New
157	Hood River Capital Management Palm Beach Gardens, Florida	$4.77M	+$4.81M	1	0.74%	New
158	ACI AMP Capital Investors Sydney, Australia	$4.75M	+$4.38M	1	0.04%	New
159	Prudential Financial Newark, New Jersey	$4.52M	+$4.21M	4	0.01%	New
160	DP DSAM Partners London, United Kingdom	$4.37M	+$3.75M	1	2.85%	New
161	QAM Quentec Asset Management New York	$4.35M	+$3.72M	1	1.71%	New
162	Bank of Montreal Toronto, Ontario, Canada	$4.31M	+$3.97M	5	0.01%	New
163	Retirement Systems of Alabama Montgomery, Alabama	$4.26M	+$3.74M	2	0.03%	New
164	BA Bard Associates Chicago, Illinois	$4.25M	+$4.28M	1	1.99%	New
165	EI EAM Investors Solana Beach, California	$4.13M	+$3.18M	2	0.9%	New
166	ProShare Advisors Bethesda, Maryland	$3.99M	+$3.52M	5	0.08%	New
167	SM Senvest Management New York	$3.97M	+$2.94M	1	0.51%	New
168	TGI Tradewinds Global Investors Los Angeles, California	$3.96M	+$3.73M	1	0.12%	New
169	DIA Denver Investment Advisors Denver, Colorado	$3.96M	+$3.39M	1	0.09%	New
170	Lazard Asset Management New York	$3.94M	+$3.96M	2	0.01%	New
171	Castleark Management Chicago, Illinois	$3.92M	+$3.28M	1	0.13%	New
172	Nomura Holdings Tokyo, Japan	$3.89M	+$3.56M	4	0.03%	New
173	BlackRock Advisors Wilmington, Delaware	$3.87M	+$3.45M	6	0%	New
174	Comerica Bank Dallas, Texas	$3.78M	+$3.36M	4	0.03%	New
175	State of Michigan Retirement System Lansing, Michigan	$3.77M	+$3.44M	3	0.03%	New