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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	$6.97M	-$1.83M	9	0.02%	Reduced
227	NCGI Next Century Growth Investors Plymouth, Minnesota	$6.86M	-$2.39M	1	0.66%	Reduced
228	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$6.73M	+$1.43M	6	0.08%	Increased
229	BA Bard Associates Chicago, Illinois	$6.68M	-$110K	1	3.03%	Reduced
230	IIA IPG Investment Advisors San Diego, California	$6.58M	+$597K	2	2.64%	Increased
231	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.51M	+$352K	3	0.08%	Increased
232	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$6.39M	+$3.72M	2	1.41%	Increased
233	JGC J. Goldman & Co New York	$6.18M	+$5.97M	2	0.34%	New
234	FRM Foundation Resource Management Little Rock, Arkansas	$6.16M	+$24.8K	1	1.1%	Increased
235	Needham Investment Management New York	$6.04M	+$232K	2	1.61%	Increased
236	Scout Investments Kansas City, Missouri	$6.02M	-$1.82M	1	0.17%	Reduced
237	GH GAM Holding Zurich, Switzerland	$5.88M	-$1.5M	3	0.09%	Reduced
238	Simplex Trading Chicago, Illinois	$5.87M	-$1.52M	7	0.25%	Reduced
239	AEGON Asset Management (UK) Edinburgh, United Kingdom	$5.8M	+$518K	1	0.16%	Increased
240	ARTA A.R.T. Advisors New York	$5.73M	+$1.38M	3	0.3%	Increased
241	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$5.56M	-$20.7M	1	0.11%	Reduced
242	TCM Tieton Capital Management Yakima, Washington	$5.53M	-$609K	1	5.1%	Reduced
243	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.5M	+$3.24M	2	1.22%	Increased
244	JGUA John G. Ullman & Associates Corning, New York	$5.37M	+$1.02M	2	1.07%	Increased
245	EIM Essex Investment Management Boston, Massachusetts	$5.35M	-$121K	2	0.77%	Reduced
246	GPCM Greenbrier Partners Capital Management Dallas, Texas	$5.33M	$0	1	1.12%	Maintained
247	Curi RMB Capital Chicago, Illinois	$5.25M	+$4.96M	1	0.15%	New
248	Arizona State Retirement System Phoenix, Arizona	$5.23M	+$582K	5	0.07%	Increased
249	Group One Trading Chicago, Illinois	$5.22M	-$4.26M	6	0.05%	Reduced
250	NIMC NWQ Investment Management Company Los Angeles, California	$5.17M	-$99.2K	1	0.07%	Reduced