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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	BNP Paribas Financial Markets Paris, France	$4.52M	-$473K	9	0.02%	Reduced
227	SC Selz Capital New York	$4.52M	+$1.13M	1	1.28%	Increased
228	Balyasny Asset Management Chicago, Illinois	$4.5M	-$6.03M	1	0.03%	Reduced
229	LSV Asset Management Chicago, Illinois	$4.45M	+$3.51M	1	0.01%	Increased
230	CCM Cupps Capital Management Chicago, Illinois	$4.44M	-$14.4M	2	1.15%	Reduced
231	BA Bard Associates Chicago, Illinois	$4.38M	-$16.3K	1	2.32%	Reduced
232	Castleark Management Chicago, Illinois	$4.38M	-$7.41M	1	0.14%	Reduced
233	RCM Riverhead Capital Management Wilmington, Delaware	$4.38M	-$112K	5	0.14%	Reduced
234	State of Michigan Retirement System Lansing, Michigan	$4.31M	+$5.43K	2	0.03%	Increased
235	Discovery Capital Management South Norwalk, Connecticut	$4.27M	+$4.25M	1	0.1%	New
236	Lord, Abbett & Co Jersey City, New Jersey	$4.25M	-$6.28M	1	0.01%	Reduced
237	GIPM G2 Investment Partners Management New York	$4.23M	-$3.63M	2	1.95%	Reduced
238	ARM Adirondack Research & Management Guilderland, New York	$4.21M	+$40.1K	1	1.58%	Increased
239	TPSF Texas Permanent School Fund Austin, Texas	$4.19M	-$179K	4	0.06%	Reduced
240	Raymond James & Associates St Petersburg, Florida	$4.15M	+$32K	4	0.01%	Increased
241	Stifel Financial St. Louis, Missouri	$4.14M	-$1.39M	5	0.02%	Reduced
242	QIM Quantitative Investment Management Charlottesville, Virginia	$4.06M	+$3.32M	2	0.19%	Increased
243	WPC White Pine Capital Bloomington, Minnesota	$4.06M	+$613K	4	1.71%	Increased
244	MC Maplelane Capital New York	$3.94M	-$6.98M	2	0.17%	Reduced
245	CAM Capstone Asset Management Houston, Texas	$3.93M	-$1.44M	5	0.12%	Reduced
246	Panagora Asset Management Boston, Massachusetts	$3.93M	-$6.06M	5	0.02%	Reduced
247	Palisade Capital Management Fort Lee, New Jersey	$3.76M	-$11M	3	0.14%	Reduced
248	Engineers Gate Manager New York	$3.76M	+$1M	1	0.27%	Increased
249	TCM Tygh Capital Management Portland, Oregon	$3.73M	+$1.21M	1	1.05%	Increased
250	Trexquant Investment Stamford, Connecticut	$3.73M	+$3.21M	3	0.49%	Increased