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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	JCP Jabre Capital Partners Geneva, Switzerland	$1.94M	-$10.9M	1	0.2%	Reduced
252	PEAK6 Group Chicago, Illinois	$1.92M	-$638K	3	0.01%	Reduced
253	Cubist Systematic Strategies Stamford, Connecticut	$1.89M	-$2.17M	3	0.1%	Reduced
254	Jennison Associates New York	$1.86M	-$609K	1	0%	Reduced
255	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$1.86M	-$770K	1	1.08%	Reduced
256	Trexquant Investment Stamford, Connecticut	$1.82M	+$1.76M	4	0.32%	New
257	Zacks Investment Management Chicago, Illinois	$1.78M	+$159K	2	0.06%	Increased
258	Nuveen Charlotte, North Carolina	$1.77M	-$3.07M	2	0.01%	Reduced
259	Natixis Advisors Boston, Massachusetts	$1.74M	+$872K	2	0.03%	Increased
260	ProShare Advisors Bethesda, Maryland	$1.69M	-$2.1M	4	0.02%	Reduced
261	SCM Stevens Capital Management Radnor, Pennsylvania	$1.66M	+$682K	1	0.06%	Increased
262	MI Markston International White Plains, New York	$1.62M	-$47.1K	1	0.1%	Reduced
263	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.59M	-$87.4K	1	0.34%	Reduced
264	AQR Capital Management Greenwich, Connecticut	$1.59M	+$28.4K	2	0%	Increased
265	WSA Wall Street Associates Lajolla, California	$1.56M	-$2.08M	1	0.15%	Reduced
266	PRC Platte River Capital Denver, Colorado	$1.56M	-$708K	1	0.58%	Reduced
267	TH Timber Hill Greenwich, Connecticut	$1.53M	-$376K	3	0.01%	Reduced
268	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.52M	+$455K	3	0.02%	Increased
269	SEI Investments Oaks, Pennsylvania	$1.51M	+$1.41M	5	0.01%	New
270	WAM World Asset Management Detroit, Michigan	$1.51M	-$11.5K	1	0.05%	Reduced
271	GCM Goldman Capital Management New York	$1.48M	+$1.29M	1	0.82%	Increased
272	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.47M	+$1.32M	1	0.24%	New
273	AL Airain Ltd St. Peter Port, Guernsey	$1.47M	+$880K	1	0.12%	Increased
274	Commonwealth Equity Services Waltham, Massachusetts	$1.47M	-$303K	2	0.02%	Reduced
275	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.47M	$0	2	0.29%	Maintained