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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	Trexquant Investment Stamford, Connecticut	$4.96M	+$1.48M	3	0.43%	Increased
227	Group One Trading Chicago, Illinois	$4.96M	+$2.35M	3	0.07%	Increased
228	SCM Stevens Capital Management Radnor, Pennsylvania	$4.93M	+$3.59M	3	0.23%	Increased
229	EMG Ellington Management Group Old Greenwich, Connecticut	$4.89M	+$3.46M	3	1.38%	Increased
230	BPIM Brant Point Investment Management New York	$4.77M	-$55K	1	0.53%	Reduced
231	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.76M	+$2.67M	1	0.06%	Increased
232	MC Menta Capital San Francisco, California	$4.62M	+$5.16M	3	0.73%	New
233	HCM Horrell Capital Management Little Rock, Arkansas	$4.6M	-$761K	1	2.92%	Reduced
234	AF Adirondack Funds Guilderland, New York	$4.58M	+$5.2M	1	1.75%	New
235	ARM Adirondack Research & Management Guilderland, New York	$4.58M	$0	1	1.75%	Maintained
236	Cullen/Frost Bankers San Antonio, Texas	$4.43M	-$84.7K	1	0.18%	Reduced
237	Raymond James & Associates St Petersburg, Florida	$4.41M	-$826K	2	0.02%	Reduced
238	Cubist Systematic Strategies Stamford, Connecticut	$4.25M	-$2.23M	6	0.22%	Reduced
239	Axa Paris, France	$4.25M	+$3.2M	3	0.02%	Increased
240	CAM Capstone Asset Management Houston, Texas	$4.21M	+$351K	4	0.13%	Increased
241	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.14M	+$1.68M	2	0.52%	Increased
242	TPSF Texas Permanent School Fund Austin, Texas	$4.13M	+$763K	4	0.05%	Increased
243	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$4.13M	+$241K	1	0.92%	Increased
244	EGM Espalier Global Management New York	$4.07M	+$3.94M	1	0.66%	New
245	BA Bard Associates Chicago, Illinois	$3.95M	-$63.8K	1	2.28%	Reduced
246	Tudor Investment Corp Stamford, Connecticut	$3.94M	+$3.35M	4	0.13%	Increased
247	Analytic Investors Los Angeles, California	$3.92M	+$4.38M	2	0.05%	New
248	HighTower Advisors Chicago, Illinois	$3.87M	+$961K	2	0.05%	Increased
249	Stifel Financial St. Louis, Missouri	$3.74M	-$225K	4	0.02%	Reduced
250	TCM Tieton Capital Management Yakima, Washington	$3.72M	-$75K	1	3.48%	Reduced