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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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$9.45M	-$72.8K	3	0.02%	Reduced
152	Axa Paris, France	$9.28M	-$724K	1	0.04%	Reduced
153	AL AJO LP Philadelphia, Pennsylvania	$9.17M	+$9.24M	1	0.04%	Increased
154	SAM Sentinel Asset Management Montpelier, Vermont	$9.15M	+$1.21M	1	0.18%	Increased
155	SCA Summit Creek Advisors Minneapolis, Minnesota	$9.13M	+$164K	1	1.62%	Increased
156	ZDA Zweig-DiMenna Associates New York	$9.12M	+$8.4M	2	0.54%	New
157	Thrivent Financial for Lutherans Minneapolis, Minnesota	$8.92M	+$1.37M	2	0.06%	Increased
158	Palisade Capital Management Fort Lee, New Jersey	$8.91M	+$3.93M	3	0.22%	Increased
159	Teacher Retirement System of Texas Austin, Texas	$8.82M	-$522K	5	0.08%	Reduced
160	TAA Turiya Advisors Asia Hong Kong	$8.76M	-$29M	1	0.83%	Reduced
161	CCM Cupps Capital Management Chicago, Illinois	$8.61M	-$13M	2	0.66%	Reduced
162	JCP Jabre Capital Partners Geneva, Switzerland	$8.59M	+$9.69M	2	0.82%	New
163	Spot Trading Chicago, Illinois	$8.17M	-$5.67M	3	0.05%	Reduced
164	Needham Investment Management New York	$8.01M	+$190K	2	1.69%	Increased
165	Polar Capital London, United Kingdom	$7.9M	-$6.38M	1	0.18%	Reduced
166	SoftBank Group Tokyo, Japan	$7.85M	$0	1	0.03%	Maintained
167	Loews Corp New York	$7.82M	$0	2	0.05%	Maintained
168	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.8M	+$234K	5	0.05%	Increased
169	MCG Meru Capital Group New York	$7.73M	-$4.47M	1	2.02%	Reduced
170	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$7.66M	-$1.46M	1	0.73%	Reduced
171	RS Investment Management San Francisco, California	$7.51M	+$5.29M	3	0.04%	Increased
172	TCM Tygh Capital Management Portland, Oregon	$7.4M	+$1.5M	1	1.51%	Increased
173	QAM Quentec Asset Management New York	$7.27M	+$5.01M	2	2.21%	Increased
174	ARTA A.R.T. Advisors New York	$7.25M	-$1.47M	5	0.38%	Reduced
175	NIP Nicholas Investment Partners Rancho Santa Fe, California	$7.2M	+$6.5M	2	0.59%	New