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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
251	Two Sigma Advisers New York	$3.11M	+$455K	3	0.03%	Increased
252	ICM Invicta Capital Management New York	$3.01M	+$2.83M	1	1.66%	New
253	Arizona State Retirement System Phoenix, Arizona	$2.99M	-$318K	3	0.04%	Reduced
254	CIBC World Market Toronto, Ontario, Canada	$2.99M	+$117K	1	0.01%	Increased
255	BPIM Brant Point Investment Management New York	$2.87M	+$2.46M	1	0.27%	New
256	BLM Bennett Lawrence Management New York	$2.86M	-$886K	1	0.42%	Reduced
257	KCM Kingdon Capital Management New York	$2.84M	+$2.15M	1	0.15%	New
258	Global X Management Company New York	$2.84M	+$154K	1	0.19%	Increased
259	ACI AMP Capital Investors Sydney, Australia	$2.83M	+$1.51M	2	0.02%	Increased
260	SAM Symphony Asset Management San Francisco, California	$2.79M	+$584K	2	0.26%	Increased
261	HBK Investments Dallas, Texas	$2.79M	+$1.77M	3	0.05%	Increased
262	GCP GSA Capital Partners London, United Kingdom	$2.77M	+$563K	4	0.2%	Increased
263	ID Integral Derivatives New York	$2.63M	+$2.69M	1	0.05%	New
264	Profund Advisors Bethesda, Maryland	$2.6M	-$160K	5	0.12%	Reduced
265	Natixis Paris, France	$2.56M	-$2.65M	1	0.03%	Reduced
266	RP Realm Partners New York	$2.52M	+$2.58M	1	1.45%	New
267	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$2.5M	+$2.55M	1	1.48%	New
268	EGM Espalier Global Management New York	$2.47M	+$1.86M	1	0.14%	New
269	TBAM True Bearing Asset Management San Francisco, California	$2.42M	+$25.8K	1	1.36%	Increased
270	Wasatch Advisors Salt Lake City, Utah	$2.39M	+$203K	2	0.02%	Increased
271	LAM Lapides Asset Management Greenwich, Connecticut	$2.39M	$0	1	0.33%	Maintained
272	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$2.36M	+$1.93M	4	0.21%	Increased
273	Raymond James & Associates St Petersburg, Florida	$2.36M	+$883K	3	0.02%	Increased
274	Mutual of America Capital Management New York	$2.36M	+$72.6K	2	0.06%	Increased
275	Ignis Investment Services Edinburgh, United Kingdom	$2.35M	+$2.49M	1	0.08%	New