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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	AAP Ardsley Advisory Partners Stamford, Connecticut	$9.11M	+$8M	1	2%	Increased
227	Calamos Advisors Naperville, Illinois	$9.1M	+$1.55M	2	0.04%	Increased
228	Winton Group London, United Kingdom	$9.04M	+$709K	4	0.55%	Increased
229	Great Lakes Advisors Chicago, Illinois	$8.73M	+$4.4M	1	0.08%	Increased
230	SG Americas Securities New York	$8.7M	-$421K	9	0.1%	Reduced
231	LI LMCG Investments Boston, Massachusetts	$8.58M	+$2.3K	1	0.57%	Increased
232	ABN AMRO Investment Solutions Paris Cedex 008,	$8.5M	+$8.08M	1	0.18%	New
233	SFM Systematic Financial Management Teaneck, New Jersey	$8.34M	+$1.06M	2	0.27%	Increased
234	LAM Lapides Asset Management Greenwich, Connecticut	$8.3M	-$894K	2	5.04%	Reduced
235	Artemis Investment Management Edinburgh, United Kingdom	$8.3M	-$13.3M	1	0.1%	Reduced
236	CTI Community Trust & Investment Versailles, Kentucky	$8.2M	+$1.6M	1	0.71%	Increased
237	Capital Fund Management (CFM) Paris, France	$8.14M	+$723K	3	0.04%	Increased
238	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$7.9M	+$3.89M	1	2.01%	Increased
239	Bridgewater Associates Westport, Connecticut	$7.89M	-$4.02K	1	0.05%	Reduced
240	KAM Kopion Asset Management Mckinney, Texas	$7.88M	+$770K	1	6.86%	Increased
241	Discovery Capital Management South Norwalk, Connecticut	$7.87M	+$9.04M	1	0.89%	Increased
242	FVCM F&V Capital Management Boca Raton, Florida	$7.82M	+$2.97M	1	2.6%	Increased
243	PNC Financial Services Group Pittsburgh, Pennsylvania	$7.75M	+$695K	10	0.01%	Increased
244	Jump Financial Chicago, Illinois	$7.66M	-$1.31M	3	0.31%	Reduced
245	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$7.64M	-$383K	2	0.78%	Reduced
246	HCM Hodges Capital Management Dallas, Texas	$7.62M	+$4.38M	1	0.62%	New
247	Walleye Capital New York	$7.56M	+$5.03M	3	0.11%	Increased
248	Commonwealth Equity Services Waltham, Massachusetts	$7.55M	-$273K	7	0.02%	Reduced
249	Allianz Asset Management Munich, Germany	$7.48M	-$418K	2	0.01%	Reduced
250	Verition Fund Management Greenwich, Connecticut	$7.47M	+$3.3M	5	0.1%	Increased