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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	State of Michigan Retirement System Lansing, Michigan	$4.19M	+$10.9K	2	0.03%	Increased
252	Weiss Multi-Strategy Advisers New York	$4.1M	-$79.3K	2	0.2%	Reduced
253	TIM Thompson Investment Management Madison, Wisconsin	$4.09M	-$757K	1	0.8%	Reduced
254	WPC White Pine Capital Bloomington, Minnesota	$4.05M	+$776K	4	1.72%	Increased
255	Arizona State Retirement System Phoenix, Arizona	$3.99M	+$4.42K	4	0.06%	Increased
256	CAM Capstone Asset Management Houston, Texas	$3.94M	-$277K	5	0.11%	Reduced
257	AEGON Asset Management (UK) Edinburgh, United Kingdom	$3.88M	+$2.71M	1	0.11%	Increased
258	RIM Rainier Investment Management Seattle, Washington	$3.85M	-$16.4M	1	0.37%	Reduced
259	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.82M	$0	3	0.02%	Maintained
260	Hennessy Advisors Inc Novato, California	$3.79M	-$29.1M	1	0.11%	Reduced
261	SWM Segment Wealth Management Houston, Texas	$3.76M	-$502K	1	1.38%	Reduced
262	Chartwell Investment Partners Berywn, Pennsylvania	$3.7M	-$10.8M	2	0.13%	Reduced
263	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$3.67M	+$41K	2	0.46%	Increased
264	DCM Dynamic Capital Management St. Helier, Jersey	$3.66M	-$2.8M	1	0.39%	Reduced
265	Loews Corp New York	$3.65M	$0	1	0.03%	Maintained
266	SC Scholtz & Company Stamford, Connecticut	$3.63M	+$1.3M	1	3.15%	Increased
267	PEAK6 Group Chicago, Illinois	$3.6M	-$516K	4	0.03%	Reduced
268	Thornburg Investment Management Santa Fe, New Mexico	$3.57M	-$26.6M	1	0.03%	Reduced
269	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.57M	-$588K	2	2.75%	Reduced
270	Panagora Asset Management Boston, Massachusetts	$3.54M	-$3.12M	6	0.02%	Reduced
271	Squarepoint New York	$3.52M	+$2.49M	5	0.14%	Increased
272	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.51M	+$218K	4	0.48%	Increased
273	GIPM G2 Investment Partners Management New York	$3.44M	+$1.9M	1	1.7%	Increased
274	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$3.44M	+$637K	5	0.04%	Increased
275	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.4M	+$25.6K	3	0.03%	Increased