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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	VAM Visium Asset Management New York	$7.32M	+$3.53M	2	0.11%	Increased
152	Hood River Capital Management Palm Beach Gardens, Florida	$7.25M	+$1.58M	1	0.97%	Increased
153	Needham Investment Management New York	$7.19M	-$35.1K	2	1.5%	Reduced
154	Prudential Financial Newark, New Jersey	$7.11M	-$7.17M	4	0.01%	Reduced
155	ACI AMP Capital Investors Sydney, Australia	$7.02M	+$4.09M	1	0.04%	Increased
156	OFC Open Field Capital New York, United States	$6.99M	+$266K	1	5.62%	Increased
157	Tocqueville Asset Management New York	$6.96M	+$7M	1	0.07%	New
158	Baird Milwaukee, Wisconsin	$6.93M	+$1.76M	5	0.1%	Increased
159	Masters Capital Management Atlanta, Georgia	$6.86M	-$70.4K	1	0.32%	Reduced
160	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$6.74M	+$117K	2	0.94%	Increased
161	Hennessy Advisors Inc Novato, California	$6.74M	+$1.04M	1	0.21%	Increased
162	AGF Investments Inc Toronto, Ontario, Canada	$6.57M	+$2.26M	1	0.06%	Increased
163	Emerald Advisers Leola, Pennsylvania	$6.56M	-$2.62M	1	0.37%	Reduced
164	TCM Tieton Capital Management Yakima, Washington	$6.5M	-$88.8K	1	4.25%	Reduced
165	Swiss National Bank Zurich, Switzerland	$6.48M	+$75.3K	5	0.02%	Increased
166	PRCM Pine River Capital Management Minnetonka, Minnesota	$6.44M	$0	1	0.1%	Maintained
167	PCM Portolan Capital Management Boston, Massachusetts	$6.35M	+$4.7M	1	1.39%	Increased
168	Aperio Group Sausalito, California	$6.3M	+$893K	2	0.09%	Increased
169	TI Turner Investments Berwyn, Pennsylvania	$6.22M	-$21.3M	3	0.28%	Reduced
170	LCP Lombardia Capital Partners Pasadena, California	$6.11M	+$6.13M	1	0.16%	New
171	Comerica Bank Dallas, Texas	$6.1M	-$489K	4	0.05%	Reduced
172	Cullen/Frost Bankers San Antonio, Texas	$6.1M	-$25.8K	1	0.25%	Reduced
173	State of Michigan Retirement System Lansing, Michigan	$6.1M	-$210	3	0.04%	Reduced
174	Nomura Holdings Tokyo, Japan	$6.06M	-$8.28M	3	0%	Reduced
175	VAS Valicenti Advisory Services Elmira, New York	$5.8M	+$5.96K	2	3.77%	Increased