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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	QS Investors New York	$4.97M	-$8.72M	4	0.05%	Reduced
227	ARTA A.R.T. Advisors New York	$4.95M	-$1.85M	5	0.23%	Reduced
228	AQR Arbitrage Greenwich, Connecticut	$4.94M	+$489K	1	0.06%	Increased
229	CAM Capstone Asset Management Houston, Texas	$4.84M	+$364K	5	0.14%	Increased
230	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$4.76M	$0	1	1.08%	Maintained
231	MPAM Monarch Partners Asset Management Boston, Massachusetts	$4.68M	+$5.19M	1	0.49%	New
232	HA Heartland Advisors Milwaukee, Wisconsin	$4.64M	+$1.68M	1	0.19%	Increased
233	HHC Hutchin Hill Capital New York	$4.6M	-$10.1M	3	0.11%	Reduced
234	Cullen/Frost Bankers San Antonio, Texas	$4.56M	-$31.6K	1	0.17%	Reduced
235	WPC White Pine Capital Bloomington, Minnesota	$4.55M	+$344K	4	2.02%	Increased
236	TPSF Texas Permanent School Fund Austin, Texas	$4.55M	+$14.7K	4	0.06%	Increased
237	Trexquant Investment Stamford, Connecticut	$4.55M	-$503K	4	0.4%	Reduced
238	LF Lannebo Fonder Stockholm, Sweden	$4.48M	+$4.92M	1	3.65%	New
239	EverPoint Asset Management Stamford, Connecticut	$4.46M	+$4.29M	3	0.09%	New
240	Cubist Systematic Strategies Stamford, Connecticut	$4.44M	+$394K	5	0.26%	Increased
241	BA Bard Associates Chicago, Illinois	$4.41M	-$151K	1	2.6%	Reduced
242	Walleye Trading New York	$4.38M	+$4.13M	5	0.04%	Increased
243	Point72 Asset Management Stamford, Connecticut	$4.36M	+$4.19M	3	0.04%	New
244	SST S Squared Technology New York	$4.25M	+$1.17M	2	4.59%	Increased
245	DCM Dialectic Capital Management Norwalk, Connecticut	$4.24M	+$3.77M	3	1.22%	New
246	Virtu KCG Holdings New York	$4.19M	+$517K	4	0.07%	Increased
247	VOYA Investment Management Atlanta, Georgia	$4.17M	+$262K	7	0.01%	Increased
248	Carson Wealth (CWM LLC) Omaha, Nebraska	$4.09M	+$255K	3	0.4%	Increased
249	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$3.99M	-$34.3K	1	0.51%	Reduced
250	US Bancorp Minneapolis, Minnesota	$3.9M	+$1.07M	7	0.02%	Increased