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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
176	GCM Goldman Capital Management New York	$9.2M	-$1.78M	1	7.98%	Reduced
177	UBS Group Zurich, Switzerland	$9.13M	+$722K	9	0%	Increased
178	SIM Spark Investment Management New York	$9.07M	+$2.94M	4	0.75%	Increased
179	Employees Retirement System of Texas Austin, Texas	$8.97M	-$3.2M	2	0.12%	Reduced
180	MFAM Motley Fool Asset Management Alexandria, Virginia	$8.84M	$0	1	1.96%	Maintained
181	MPA Marvin & Palmer Associates Wilmington, Delaware	$8.74M	-$5.43M	1	7.46%	Reduced
182	RAM RWC Asset Management London, United Kingdom	$8.64M	-$6.58M	1	0.53%	Reduced
183	AR Advisory Research Chicago, Illinois	$8.55M	+$8.11M	2	0.13%	New
184	KRC Kingdom Ridge Capital White Plains, New York	$8.52M	+$6.02M	3	2.86%	Increased
185	Canada Life Winnipeg, Manitoba, Canada	$8.43M	-$1.18M	7	0.02%	Reduced
186	State Board of Administration of Florida Retirement System Tallahassee, Florida	$8.04M	-$221K	7	0.02%	Reduced
187	Marshall Wace London, United Kingdom	$7.86M	-$9.37M	3	0.05%	Reduced
188	MTIP Magee Thomson Investment Partners San Diego, California	$7.47M	-$6.07M	2	2.59%	Reduced
189	Great Lakes Advisors Chicago, Illinois	$7.42M	-$2.01M	1	0.19%	Reduced
190	HA Heartland Advisors Milwaukee, Wisconsin	$7.39M	-$32.7K	1	0.41%	Reduced
191	JGC J. Goldman & Co New York	$7.38M	+$200K	2	0.49%	Increased
192	Scout Investments Kansas City, Missouri	$7.37M	-$1.02M	2	0.21%	Reduced
193	RI Redwood Investments Boston, Massachusetts	$7.28M	+$4.11M	1	0.66%	Increased
194	ACM Altalis Capital Management New York	$7.24M	+$5.1M	1	8.12%	Increased
195	TCM Timpani Capital Management Milwaukee, Wisconsin	$7.23M	-$2.35M	2	3.01%	Reduced
196	Castleark Management Chicago, Illinois	$7.19M	-$4.28M	1	0.23%	Reduced
197	PCM Portolan Capital Management Boston, Massachusetts	$7.14M	+$2.2M	3	0.96%	Increased
198	PP Patten & Patten Chattanooga, Tennessee	$6.89M	+$700K	1	0.85%	Increased
199	TCM Tieton Capital Management Yakima, Washington	$6.79M	-$116K	1	5.3%	Reduced
200	HSA Hussman Strategic Advisors Ellicott City, Maryland	$6.68M	-$11.2M	2	1.33%	Reduced