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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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.79M	-$300K	2	0.02%	Reduced
227	Bank of Montreal Toronto, Ontario, Canada	$2.78M	-$148K	5	0%	Reduced
228	Two Sigma Advisers New York	$2.77M	+$478K	3	0.02%	Increased
229	ARM Adirondack Research & Management Guilderland, New York	$2.73M	+$107K	1	1.02%	Increased
230	Arizona State Retirement System Phoenix, Arizona	$2.73M	+$175K	3	0.03%	Increased
231	DIA Denver Investment Advisors Denver, Colorado	$2.72M	+$28K	1	0.09%	Increased
232	Retirement Systems of Alabama Montgomery, Alabama	$2.67M	-$1.45M	1	0.01%	Reduced
233	Bahl & Gaynor Cincinnati, Ohio	$2.64M	-$88.7K	1	0.04%	Reduced
234	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$2.6M	+$417K	1	1.99%	New
235	NC Northpointe Capital Bloomfield Hills, Michigan	$2.6M	-$112K	2	0.31%	Reduced
236	TBAM True Bearing Asset Management San Francisco, California	$2.56M	$0	1	1.27%	Maintained
237	AHL Partners London, United Kingdom	$2.52M	-$660K	1	0.13%	Reduced
238	MSA Mason Street Advisors Milwaukee, Wisconsin	$2.45M	+$909K	3	0.02%	Increased
239	BBCM Boardman Bay Capital Management New York	$2.45M	+$2.52M	1	2.59%	New
240	Waddell & Reed Financial Overland Park, Kansas	$2.39M	-$18.8M	1	0%	Reduced
241	GL GLG LLC New York	$2.26M	+$1.14M	1	0.07%	Increased
242	SI Sprott Inc Toronto, Ontario, Canada	$2.24M	+$166K	1	0.17%	Increased
243	Macquarie Group Sydney, NSW 2000, Australia	$2.24M	-$3.96K	1	0%	Reduced
244	OA Oxbow Advisors Austin, Texas	$2.1M	-$40.6K	1	0.29%	Reduced
245	VAM Visium Asset Management New York	$2.1M	-$7.13M	2	0.03%	Reduced
246	Tudor Investment Corp Stamford, Connecticut	$2.01M	+$1.96M	2	0.07%	New
247	WPC White Pine Capital Bloomington, Minnesota	$2M	+$287K	3	0.67%	Increased
248	Employees Retirement System of Texas Austin, Texas	$1.97M	$0	1	0.03%	Maintained
249	CIS Connors Investor Services Wyomissing, Pennsylvania	$1.97M	-$20.2K	1	0.45%	Reduced
250	Waverly Advisors Birmingham, Alabama	$1.95M	-$68.5K	1	0.98%	Reduced