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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	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$6.11M	-$624K	1	0.18%	Reduced
227	Public Employees Retirement Association of Colorado Denver, Colorado	$6.06M	$0	6	0.04%	Maintained
228	IECM Intrinsic Edge Capital Management Chicago, Illinois	$6.03M	+$6.41M	1	1.02%	New
229	Panagora Asset Management Boston, Massachusetts	$6.01M	+$4.95M	4	0.03%	Increased
230	Cubist Systematic Strategies Stamford, Connecticut	$5.99M	+$2.78M	8	0.19%	Increased
231	Scout Investments Kansas City, Missouri	$5.9M	-$181K	1	0.12%	Reduced
232	BHTS Bar Harbor Trust Services Ellsworth, Maine	$5.8M	-$197K	1	3.23%	Reduced
233	Commonwealth Equity Services Waltham, Massachusetts	$5.75M	+$179K	4	0.03%	Increased
234	HAM Honeycomb Asset Management New York	$5.72M	-$6.12M	1	0.37%	Reduced
235	ICOM Investment Counselors of Maryland Baltimore, Maryland	$5.71M	+$277K	1	0.28%	Increased
236	SST S Squared Technology New York	$5.6M	+$3.31M	2	4.32%	Increased
237	LOAMU Lombard Odier Asset Management (USA) New York	$5.57M	+$5.89M	2	0.46%	New
238	Whittier Trust South Pasadena, California	$5.52M	-$23K	5	0.17%	Reduced
239	FWC First Washington Corp Seattle, Washington	$5.52M	+$74.3K	1	2.8%	Increased
240	QS Investors New York	$5.49M	-$2.71K	2	0.06%	Reduced
241	TIM Thompson Investment Management Madison, Wisconsin	$5.42M	+$964K	2	1.04%	Increased
242	HighTower Advisors Chicago, Illinois	$5.41M	+$911K	5	0.04%	Increased
243	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$5.39M	+$5.77M	1	0.34%	New
244	State of Michigan Retirement System Lansing, Michigan	$5.29M	+$1.13M	4	0.04%	Increased
245	Maverick Capital Dallas, Texas	$5.26M	-$732K	1	0.07%	Reduced
246	Sit Investment Associates Minneapolis, Minnesota	$5.26M	+$358K	2	0.17%	Increased
247	Engineers Gate Manager New York	$5.24M	+$1.45M	6	0.32%	Increased
248	BNP Paribas Financial Markets Paris, France	$5.19M	+$3.04M	9	0.01%	Increased
249	HCMT Highland Capital Management (Texas) Dallas, Texas	$5.07M	-$3.35M	2	0.32%	Reduced
250	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.98M	+$42.4K	5	0.07%	Increased