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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
226	GIPM G2 Investment Partners Management New York	$3.06M	-$7.99M	1	1.1%	Reduced
227	Nuveen Charlotte, North Carolina	$3.03M	-$2.82M	4	0.02%	Reduced
228	MHP Manatuck Hill Partners Westport, Connecticut	$3.02M	+$3.04M	1	0.51%	New
229	GCP GSA Capital Partners London, United Kingdom	$3.02M	+$262K	4	0.14%	Increased
230	Global X Management Company New York	$3.01M	+$83.1K	1	0.17%	Increased
231	SI Standard Investments New York	$3M	+$3.01M	1	0.19%	New
232	ARC Absolute Return Capital Boston, Massachusetts	$2.93M	+$1.1M	2	0.03%	Increased
233	Marshall Wace London, United Kingdom	$2.93M	-$6.76M	3	0.04%	Reduced
234	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.9M	+$2.2M	2	0.02%	Increased
235	Arizona State Retirement System Phoenix, Arizona	$2.89M	+$69.4K	3	0.03%	Increased
236	BLM Bennett Lawrence Management New York	$2.86M	+$127K	1	0.5%	Increased
237	ARM Adirondack Research & Management Guilderland, New York	$2.8M	+$2.77M	1	0.95%	Increased
238	QIM Quantitative Investment Management Charlottesville, Virginia	$2.77M	+$2.57M	1	0.5%	Increased
239	Bahl & Gaynor Cincinnati, Ohio	$2.69M	+$665K	1	0.04%	Increased
240	Allianz Asset Management Munich, Germany	$2.67M	+$2.4M	2	0%	Increased
241	Profund Advisors Bethesda, Maryland	$2.6M	+$35.1K	4	0.11%	Increased
242	CEP Chicago Equity Partners Chicago, Illinois	$2.51M	+$1.89M	1	0.07%	Increased
243	Two Sigma Advisers New York	$2.49M	-$484K	2	0.02%	Reduced
244	Hudson Bay Capital Management Stamford, Connecticut	$2.46M	-$10.8M	2	0.08%	Reduced
245	AWCI Alpine Woods Capital Investors Purchase, New York	$2.4M	+$672K	1	0.06%	Increased
246	SPM Symmetry Peak Management Radnor, Pennsylvania	$2.34M	+$2.1M	3	0.26%	New
247	SRC Shufro Rose & Co New York	$2.3M	+$1.85M	2	0.24%	Increased
248	Federated Hermes Pittsburgh, Pennsylvania	$2.29M	-$1.19M	2	0.01%	Reduced
249	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.26M	+$52.5K	5	0%	Increased
250	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$2.24M	-$337K	1	1.28%	Reduced