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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	JCM Janney Capital Management Pittsburgh, Pennsylvania	$10.9M	+$9.55M	2	0.69%	Increased
227	Two Sigma Investments New York	$10.9M	-$14.9M	4	0.02%	Reduced
228	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$10.8M	-$930K	5	0.04%	Reduced
229	Whittier Trust South Pasadena, California	$10.8M	$0	5	0.19%	Maintained
230	Cubist Systematic Strategies Stamford, Connecticut	$10.8M	-$7.85M	9	0.12%	Reduced
231	PNC Financial Services Group Pittsburgh, Pennsylvania	$10.7M	-$512K	9	0.01%	Reduced
232	KAM Kopion Asset Management Mckinney, Texas	$10.7M	+$2.2M	1	7.41%	Increased
233	WBC Westpac Banking Corp Sydney, Australia	$10.5M	+$602K	1	0.11%	Increased
234	SST S Squared Technology New York	$10.5M	$0	1	4.75%	Maintained
235	SFM Systematic Financial Management Teaneck, New Jersey	$10.3M	+$1.84M	3	0.31%	Increased
236	Masters Capital Management Atlanta, Georgia	$10.2M	$0	1	0.3%	Maintained
237	Impax Asset Management Group London, United Kingdom	$10.1M	+$1.87M	1	0.04%	Increased
238	United Capital Financial Advisors Irving, Texas	$10.1M	+$5.62M	2	0.05%	Increased
239	HRT Financial New York	$10M	+$5.28M	6	0.09%	Increased
240	AIC Ameritas Investment Company Lincoln, Nebraska	$9.99M	+$9.96M	1	0.48%	Increased
241	SG Americas Securities New York	$9.76M	+$1.03M	5	0.05%	Increased
242	Baird Financial Group Milwaukee, Wisconsin	$9.63M	-$689K	3	0.03%	Reduced
243	Picton Mahoney Asset Management Toronto, Ontario, Canada	$9.51M	+$2.32M	2	0.28%	Increased
244	Brinker Capital Investments Berwyn, Pennsylvania	$9.37M	+$2.22M	6	0.12%	Increased
245	RHJA Rice Hall James & Associates San Diego, California	$9.35M	+$3.24M	5	0.33%	Increased
246	CCPM Cooper Creek Partners Management New York	$9.21M	+$816K	2	2.36%	Increased
247	Mirae Asset Global Investments Seoul, South Korea	$9.1M	+$2.26M	1	0.03%	Increased
248	Empyrean Capital Partners Los Angeles, California	$9.08M	$0	1	0.21%	Maintained
249	BA Bard Associates Chicago, Illinois	$8.86M	-$49.3K	1	2.9%	Reduced
250	OGC Oak Grove Capital North Hampton, New Hampshire	$8.86M	+$3.29M	1	1.98%	Increased