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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	BNP Paribas Financial Markets Paris, France	$4M	-$1.28M	9	0.02%	Reduced
252	WPC White Pine Capital Bloomington, Minnesota	$3.96M	-$1.92M	4	1.69%	Reduced
253	Walleye Trading New York	$3.96M	+$2.35M	6	0.03%	Increased
254	SWM Segment Wealth Management Houston, Texas	$3.92M	+$58.8K	1	1.54%	Increased
255	ARM Adirondack Research & Management Guilderland, New York	$3.9M	-$2.87M	1	1.41%	Reduced
256	Loews Corp New York	$3.88M	-$193K	1	0.03%	Reduced
257	JGUA John G. Ullman & Associates Corning, New York	$3.86M	+$138K	1	0.79%	Increased
258	CAM ClariVest Asset Management San Diego, California	$3.79M	+$68.8K	4	0.11%	Increased
259	Weiss Multi-Strategy Advisers New York	$3.79M	-$2.64M	1	0.23%	Reduced
260	Wolverine Trading Chicago, Illinois	$3.76M	+$488K	6	0.02%	Increased
261	MPM Meritage Portfolio Management Overland Park, Kansas	$3.74M	-$19.4K	1	0.41%	Reduced
262	ZDA Zweig-DiMenna Associates New York	$3.71M	+$1.02M	1	0.3%	Increased
263	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$3.7M	+$1.36M	3	0.27%	Increased
264	Arizona State Retirement System Phoenix, Arizona	$3.68M	+$203K	4	0.06%	Increased
265	MCM McKinley Capital Management Anchorage, Alaska	$3.68M	-$888K	3	0.13%	Reduced
266	PEAK6 Group Chicago, Illinois	$3.66M	+$928K	7	0.03%	Increased
267	GC Globeflex Capital San Diego, California	$3.65M	+$1.75M	3	0.91%	Increased
268	HCM Horrell Capital Management Little Rock, Arkansas	$3.64M	+$3.87M	2	2.29%	Increased
269	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.6M	+$205K	3	0.02%	Increased
270	RI Redwood Investments Boston, Massachusetts	$3.55M	+$2.8M	1	0.27%	New
271	Bahl & Gaynor Cincinnati, Ohio	$3.47M	+$48.1K	1	0.04%	Increased
272	Shinko Asset Management Company Tokyo, Japan	$3.45M	-$1.04M	1	0.02%	Reduced
273	LOAMU Lombard Odier Asset Management (USA) New York	$3.43M	+$1.97M	1	0.32%	Increased
274	Jefferies Group New York	$3.42M	-$9.97M	5	0.02%	Reduced
275	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.4M	-$1.75M	2	0.49%	Reduced