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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	Los Angeles Capital Management Los Angeles, California	$6.66M	+$1.41M	3	0.04%	Increased
227	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.65M	-$526K	7	0.11%	Reduced
228	BCAM Boston Common Asset Management Boston, Massachusetts	$6.6M	-$356	1	0.81%	Reduced
229	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$6.49M	-$121K	6	0.03%	Reduced
230	GIPM G2 Investment Partners Management New York	$6.28M	+$2.77M	2	1.78%	Increased
231	Commonwealth Equity Services Waltham, Massachusetts	$6.23M	+$238K	4	0.03%	Increased
232	HAM Hillcrest Asset Management Plano, Texas	$6.18M	-$203K	1	0.99%	Reduced
233	KMC Kirr Marbach & Co Columbus, Indiana	$6.11M	-$17.3K	1	1.47%	Reduced
234	BCC Bridge City Capital Lake Oswego, Oregon	$5.99M	+$1.39M	2	2.58%	Increased
235	ExodusPoint Capital Management New York	$5.97M	+$2.35M	5	0.21%	Increased
236	Walleye Trading New York	$5.96M	+$4.17M	5	0.05%	Increased
237	PCM Prelude Capital Management New York	$5.91M	+$1.08M	8	0.27%	Increased
238	TC Tairen Capital Hong Kong	$5.9M	-$10.2M	1	0.87%	Reduced
239	PP Patten & Patten Chattanooga, Tennessee	$5.9M	+$58.4K	2	0.64%	Increased
240	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.87M	+$874K	5	0.08%	Increased
241	PP PDT Partners New York	$5.82M	-$12.2M	4	0.35%	Reduced
242	BA Bard Associates Chicago, Illinois	$5.81M	-$190K	1	2.95%	Reduced
243	HCM Horrell Capital Management Little Rock, Arkansas	$5.79M	+$1.3M	2	2.75%	Increased
244	ARM Adirondack Research & Management Guilderland, New York	$5.71M	-$53.5K	3	4.99%	Reduced
245	Capital World Investors Los Angeles, California	$5.71M	+$6.18M	1	0%	New
246	IIA IPG Investment Advisors San Diego, California	$5.55M	+$1.03K	1	1.94%	Increased
247	JGUA John G. Ullman & Associates Corning, New York	$5.52M	+$204K	3	1%	Increased
248	TIM Thompson Investment Management Madison, Wisconsin	$5.38M	-$16.6K	2	1.05%	Reduced
249	BPM Bronson Point Management Fairfield, Connecticut	$5.36M	-$873K	1	6.39%	Reduced
250	ICOM Investment Counselors of Maryland Baltimore, Maryland	$5.29M	-$15K	1	0.25%	Reduced