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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	Highbridge Capital Management New York	$2.83M	+$2.58M	2	0.04%	Increased
227	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$2.81M	+$290K	1	1.71%	Increased
228	RS Investment Management San Francisco, California	$2.68M	-$2.06M	1	0.02%	Reduced
229	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.67M	$0	1	0.04%	Maintained
230	KCM Kingdon Capital Management New York	$2.63M	-$3.8M	1	0.12%	Reduced
231	ARM Adirondack Research & Management Guilderland, New York	$2.6M	+$321K	1	0.96%	Increased
232	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.57M	$0	2	0.01%	Maintained
233	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$2.53M	+$2.92M	1	0.32%	Increased
234	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$2.5M	+$1.62M	2	0.26%	Increased
235	DCM Dupont Capital Management Wilmington, Delaware	$2.48M	+$1.27M	2	0.04%	Increased
236	TBAM True Bearing Asset Management San Francisco, California	$2.42M	+$419K	1	1.24%	Increased
237	PEAK6 Group Chicago, Illinois	$2.4M	+$1.83M	2	0.02%	Increased
238	CAM Capstone Asset Management Houston, Texas	$2.38M	+$71.1K	2	0.08%	Increased
239	TC TFS Capital West Chester, Pennsylvania	$2.36M	+$817K	4	0.2%	Increased
240	Bahl & Gaynor Cincinnati, Ohio	$2.36M	+$189K	1	0.04%	Increased
241	SRFM Shannon River Fund Management New York	$2.35M	-$1.98M	1	0.18%	Reduced
242	JGC J. Goldman & Co New York	$2.32M	+$2.53M	1	0.14%	New
243	OA Oxbow Advisors Austin, Texas	$2.31M	-$49.9K	1	0.33%	Reduced
244	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.29M	+$313K	2	0.01%	Increased
245	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.25M	+$80.1K	5	0%	Increased
246	Arizona State Retirement System Phoenix, Arizona	$2.24M	-$146K	3	0.03%	Reduced
247	DC Deere & Company Moline, Illinois	$2.24M	-$1.57M	2	0.13%	Reduced
248	HIP Hatteras Investment Partners Raleigh, North Carolina	$2.23M	+$2.1M	2	0.73%	New
249	NC Northpointe Capital Bloomfield Hills, Michigan	$2.23M	+$2.42M	2	0.24%	Increased
250	AC Andromeda Capital White Plains, New York	$2.19M	+$2.57M	1	0.13%	New