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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	Calamos Advisors Naperville, Illinois	$9.6M	+$1.52M	3	0.05%	Increased
227	Thornburg Investment Management Santa Fe, New Mexico	$9.49M	+$5.17M	2	0.14%	Increased
228	Walleye Capital New York	$9.25M	-$9.24M	6	0.02%	Reduced
229	LPL Financial San Diego, California	$9.22M	-$15.1M	7	0.01%	Reduced
230	Cubist Systematic Strategies Stamford, Connecticut	$9.21M	-$20.8M	6	0.06%	Reduced
231	GTS Securities Miami, Florida	$9.17M	+$5.65M	5	0.02%	Increased
232	BCC Bridge City Capital Lake Oswego, Oregon	$9.12M	+$1.4M	3	3.54%	Increased
233	PFC Phocas Financial Corp Alameda, California	$9.12M	+$3.14M	2	1.21%	Increased
234	HAM Harber Asset Management Asheville, North Carolina	$9.05M	+$1.17M	1	2.1%	Increased
235	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$8.92M	+$7.89M	1	0.83%	New
236	Natixis Advisors Boston, Massachusetts	$8.79M	-$4.25M	5	0.02%	Reduced
237	Trexquant Investment Stamford, Connecticut	$8.71M	-$1.57M	3	0.2%	Reduced
238	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$8.65M	-$1.65M	2	0.81%	Reduced
239	Arrowstreet Capital Boston, Massachusetts	$8.64M	+$5.06M	2	0.01%	Increased
240	Engineers Gate Manager New York	$8.51M	+$4.87M	6	0.24%	Increased
241	HPCM Hunter Perkins Capital Management Lombard, Illinois	$8.32M	-$601K	1	1.74%	Reduced
242	SC Skylands Capital Milwaukee, Wisconsin	$8.31M	+$264K	1	1.22%	Increased
243	Artemis Investment Management Edinburgh, United Kingdom	$8.29M	-$1.13M	1	0.12%	Reduced
244	EI EAM Investors Solana Beach, California	$8.1M	-$2.91M	3	1.44%	Reduced
245	VDBMI Van Den Berg Management I Austin, Texas	$8.08M	+$831K	1	2.68%	Increased
246	JGUA John G. Ullman & Associates Corning, New York	$8.01M	-$2.09M	4	1.27%	Reduced
247	Laurion Capital Management New York	$7.99M	+$5.41M	1	0.07%	New
248	SBCM Silverberg Bernstein Capital Management Armonk, New York	$7.91M	+$7M	1	7.55%	New
249	KA Kovack Advisors Ft. Lauderdale, Florida	$7.88M	+$816K	5	0.94%	Increased
250	Ensign Peak Advisors Salt Lake City, Utah	$7.83M	+$1.15M	5	0.02%	Increased