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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	$2.9M	-$79.8K	4	0.02%	Reduced
252	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.9M	-$2.99M	1	0.04%	Reduced
253	Zacks Investment Management Chicago, Illinois	$2.84M	+$616K	3	0.09%	Increased
254	HCM Horrell Capital Management Little Rock, Arkansas	$2.83M	$0	2	1.22%	Maintained
255	CAM CMT Asset Management Chicago, Illinois	$2.76M	+$2.84M	1	0.2%	New
256	Retirement Systems of Alabama Montgomery, Alabama	$2.65M	-$4.3K	1	0.01%	Reduced
257	Global X Management Company New York	$2.61M	-$150K	1	0.15%	Reduced
258	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.6M	-$899K	2	0.01%	Reduced
259	SFM Systematic Financial Management Teaneck, New Jersey	$2.58M	+$2.31M	1	0.02%	New
260	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.52M	+$1.99M	4	0.46%	Increased
261	Trillium Asset Management Boston, Massachusetts	$2.49M	-$3.81M	1	0.16%	Reduced
262	Credit Agricole Montrouge Cedex, France	$2.45M	-$564K	2	0.01%	Reduced
263	Jane Street New York	$2.43M	-$1.98M	3	0.02%	Reduced
264	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.35M	+$2.56M	2	1.48%	New
265	Employees Retirement System of Texas Austin, Texas	$2.35M	$0	1	0.03%	Maintained
266	Highbridge Capital Management New York	$2.34M	+$2.22M	3	0.03%	New
267	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$2.26M	+$1.4M	2	0.16%	New
268	GL GLG LLC New York	$2.17M	-$82.7K	1	0.06%	Reduced
269	Natixis Advisors Boston, Massachusetts	$2.11M	+$278K	2	0.04%	Increased
270	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.06M	+$76.7K	1	0.41%	Increased
271	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.05M	-$2.02M	3	0.01%	Reduced
272	Commonwealth Equity Services Waltham, Massachusetts	$2.03M	+$265K	3	0.02%	Increased
273	GIPM G2 Investment Partners Management New York	$2M	+$1.15M	1	0.77%	Increased
274	Nuveen Charlotte, North Carolina	$1.96M	$0	2	0.01%	Maintained
275	GCM Goldman Capital Management New York	$1.9M	+$54.9K	1	1.11%	Increased