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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	Needham Investment Management New York	$8.87M	+$666K	3	2.54%	Increased
177	UBS AM Chicago, Illinois	$8.56M	+$799K	6	0.01%	Increased
178	AAM AO Asset Management New York	$8.41M	-$5.86M	1	1.45%	Reduced
179	CMG Cavalry Management Group San Francisco, California	$8.4M	+$4.65M	1	2.4%	Increased
180	MetLife Investment Management Whippany, New Jersey	$8.4M	-$181K	7	0.1%	Reduced
181	Calamos Advisors Naperville, Illinois	$8.31M	-$29.4M	1	0.05%	Reduced
182	GAI General American Investors New York	$8.29M	-$1.15M	1	0.79%	Reduced
183	CAM Cortina Asset Management Milwaukee, Wisconsin	$8.09M	-$888K	1	0.4%	Reduced
184	Two Sigma Investments New York	$8.02M	+$5.24M	4	0.03%	Increased
185	Capital Fund Management (CFM) Paris, France	$7.95M	+$4.49M	4	0.05%	Increased
186	IIA IPG Investment Advisors San Diego, California	$7.94M	+$7.47K	1	2.59%	Increased
187	BTP Bloom Tree Partners New York	$7.83M	+$9.72M	1	0.66%	New
188	Prudential plc London, England, United Kingdom	$7.81M	+$4.64M	1	0.02%	Increased
189	PP Patten & Patten Chattanooga, Tennessee	$7.7M	-$179K	2	0.79%	Reduced
190	AR Advisory Research Chicago, Illinois	$7.49M	+$3.91M	2	0.13%	Increased
191	BA Bard Associates Chicago, Illinois	$7.48M	-$328K	1	3.73%	Reduced
192	Scout Investments Kansas City, Missouri	$7.44M	+$298K	1	0.18%	Increased
193	TPSF Texas Permanent School Fund Austin, Texas	$7.42M	-$98.3K	5	0.1%	Reduced
194	AQR Capital Management Greenwich, Connecticut	$7.3M	-$2.99M	6	0.01%	Reduced
195	TCM Tygh Capital Management Portland, Oregon	$7.29M	-$5.44M	1	1.38%	Reduced
196	MFAM Motley Fool Asset Management Alexandria, Virginia	$7.18M	$0	1	1.01%	Maintained
197	ORI Oak Ridge Investments Chicago, Illinois	$7.14M	+$6.42M	1	0.4%	New
198	Quadrature Capital London, United Kingdom	$7.09M	+$5.64M	3	0.55%	Increased
199	JGUA John G. Ullman & Associates Corning, New York	$7.09M	+$601K	2	1.37%	Increased
200	BNP Paribas Financial Markets Paris, France	$7.08M	-$8.4M	9	0.01%	Reduced